This publish is a part of a sequence sponsored by AgentSync.
Salesforce is a powerhouse throughout complicated industries, and insurance coverage isn’t any exception. Many carriers and companies alike select Salesforce as their consumer relationship administration (CRM) system.
For insurance coverage carriers and companies on Salesforce, the identical qualities that make the platform a helpful, versatile CRM and inside knowledge answer additionally apply to AgentSync.
Why AgentSync is constructed on Salesforce
Salesforce isn’t only a dominant CRM choice due to good advertising and marketing – the platform has a novel vantage level within the trade because of the complexity it could deal with. This complexity may be overwhelming while you’re trying DIY options, however for a compliance and producer administration software program that goals to deal with huge, exhausting issues in an trade on the point of transformation, Salesforce was the proper selection.
Now, we work with loads of carriers and companies that don’t have Salesforce, so being constructed on Salesforce doesn’t make us Salesforce-exclusive. But it surely does imply we now have a number of pure benefits, corresponding to a low-code and no-code versatile construction, being cloud-native, being simpler to combine with, and with the ability to deploy automations shortly.
One of many largest benefits of being Salesforce-native is, after all, the AppExchange and the power to shortly combine with different Salesforce-native and Salesforce-friendly software program. However what does that appear to be for our prospects? And why would an organization with Salesforce need to add AgentSync to its present stack?
No. 1: AgentSync is a powerhouse of correct knowledge
AgentSync has risen to best-in-class standing in lots of areas of producer compliance and knowledge administration due to key elements that set it aside from different distributors within the area:
- Every day knowledge synchronization with the trade’s supply of reality
- Contextual knowledge layers that specify not solely what the information is, however what it means and what you would possibly need to do with it
- Integrations that feed this correct, up-to-date knowledge by your different software program
- Frictionless, versatile onboarding workflows that really feel customized to your corporation whereas providing a white-glove expertise for producers
- Self-service portals for producers preferring to stay in management
- Updates that maintain your compliance guidelines in keeping with altering state requirements
Many of those options of our core software program – Handle – are because of our Salesforce spine, and may also help elevate your Salesforce expertise. Don’t guess about your knowledge accuracy. With AgentSync, you may know correct knowledge is being fed into your different present techniques and workflows.
No. 2: Low-code and no-code infrastructure provides you flexibility
Salesforce’s infrastructure prizes low-code and no-code options, which permits AgentSync (or your inside tech crew, if you happen to choose) to make structural modifications to tailor your Handle occasion or your ProducerSync API knowledge to your inside processes. The upside: Some course of modifications are so simple as clicking a button, no coding obligatory. For present Salesforce customers, this implies you may lower out the middle-man and use AgentSync’s versatile platform to suit your enterprise’s use case.
No. 3: Circulation-powered automations save admins time
Salesforce’s Flows are an enormous promoting level for IT departments at carriers that need to “use clicks not code” to automate processes. With AgentSync, those self same flows may be put to make use of for the form of automation that may lower hours, and even days, of labor off your producer administration.
Need your system to mechanically e-mail producers who want to finish their CE? Need a 180-90-30-day e-mail reminder set for all producers earlier than their license expiration date? Need your admins to obtain a discover when new producers are executed onboarding and able to appoint? All potential because of flow-powered automations that make AgentSync automations only a few clicks away.
No. 4: AppExchange members make for straightforward integrations
Salesforce’s wonderful energy lives in its household of functions, all downloadable from the AppExchange and comparatively easy to combine. As a result of these apps are constructed on comparable REST API buildings and all communicate the language of Salesforce, each app that you simply deploy makes your whole Salesforce ecosystem that rather more priceless.
Need to validate the information in Salesforce and use it to validate that your fee funds are all in compliance with state legal guidelines? That’s the ability of AgentSync + Salesforce + Varicent. Need to use Docusign, Acrobat Signal, or any of a dozen e-signature instruments on your onboarding course of? Simply completed. Combine Correct, BIG, or Verified First to include background checks into your full onboarding cycle.
Because of AgentSync’s source-of-truth knowledge, you may guarantee each app in your Salesforce ecosystem has correct producer knowledge that makes choice making simple, computerized, and inherently compliant.
No. 5: Strong APIs make it simple to combine with non-AppEx apps
With its REST API construction, ProducerSync API and AgentSync Handle’s different APIs all make it simpler so that you can additionally combine with the non-AppExchange functions which might be a part of your atmosphere. From bespoke legacy techniques to proprietary inside software program improvement, AgentSync’s API-driven structure makes for easy integrations.
No. 6: Repeatedly enhancing cybersecurity retains you cybersafe
A part of being within the household of Salesforce apps means adhering to externally enforceable safety practices for each side of our software program. That was one of many initially enticing elements of constructing with a Salesforce spine – having accountability for safety and never simply guessing at what would possibly go mistaken.
With outstanding cyberhacks at present wreaking havoc on a whole part of the insurance coverage trade, cybersecurity must be top-of-mind for everybody in your group. We pleasure ourselves on being a companion that holds the road on your knowledge safety.
No. 7: Portals give producers self-service choices
Because of Salesforce’s customized exterior experiences, AgentSync may also help carriers and companies speedily deploy producer-facing portals which might be tailor-made to your corporation. From simple onboarding to well timed reporting of actions or identify and tackle modifications, carriers and companies that use these portals report having lower-friction relationships with their producers and distribution companions, and spending much less administrative time searching down wanted modifications.
No. 8: Out-of-the-box reporting and dashboards eradicate guide labor
AgentSync has sturdy out-of-the-box dashboards and reviews that deliver intelligence about your companions and distribution channel straight to your fingertips. As a substitute of ready hours or days for admins to tally issues like companion spend on licensing or appointment prices, because of AgentSync plus Salesforce, you may:
- Establish the gaps in your distribution channel.
- See the bottlenecks in your onboarding course of.
- Construct strategic distribution progress plans primarily based in your present agent inhabitants
- View which producers or company companions are totally compliant inside their designated gross sales territories, and determine what actions to take for those who aren’t.
AgentSync: Making your whole Salesforce ecosystem extra priceless
When you already work in a Salesforce ecosystem, you then’re aware of the benefits of with the ability to unify the knowledge in your tech stack to make data-driven selections. You understand the ability of audit trails that offer you ironclad receipts for accountability. And also you worth integrations that provide the potential to automate workflows throughout a number of tech techniques.
If that sounds such as you, then AgentSync is prepared that can assist you with a fullstack tech ecosystem that’s way over the sum of its elements. To study extra about how AgentSync + Salesforce may also help you leverage automation to cut back administrative prices and ship in your backside line, join a demo at this time.
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