This submit is a part of a sequence sponsored by AgentSync.
Salesforce is a powerhouse throughout advanced industries, and insurance coverage isn’t any exception. Many carriers and businesses alike select Salesforce as their shopper relationship administration (CRM) system.
For insurance coverage carriers and businesses on Salesforce, the identical qualities that make the platform a helpful, versatile CRM and inside information resolution 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 due to the complexity it will possibly deal with. This complexity could be overwhelming once you’re trying DIY options, however for a compliance and producer administration software program that goals to deal with large, exhausting issues in an trade getting ready to transformation, Salesforce was the right alternative.
Now, we work with loads of carriers and businesses that don’t have Salesforce, so being constructed on Salesforce doesn’t make us Salesforce-exclusive. Nevertheless it does imply we’ve got a number of pure benefits, akin 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, in fact, the AppExchange and the flexibility to shortly combine with different Salesforce-native and Salesforce-friendly software program. However what does that seem like for our prospects? And why would an organization with Salesforce need to add AgentSync to its current stack?
No. 1: AgentSync is a powerhouse of correct information
AgentSync has risen to best-in-class standing in lots of areas of producer compliance and information administration due to key elements that set it other than different distributors within the house:
- Every day information synchronization with the trade’s supply of fact
- Contextual information 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 information by way of your different software program
- Frictionless, versatile onboarding workflows that really feel customized to what you are promoting whereas providing a white-glove expertise for producers
- Self-service portals for producers preferring to stay in management
- Updates that preserve your compliance guidelines consistent with altering state requirements
Many of those options of our core software program – Handle – are due to our Salesforce spine, and might help elevate your Salesforce expertise. Don’t guess about your information accuracy. With AgentSync, you possibly can know correct information is being fed into your different current programs 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 workforce, in case you favor) to make structural adjustments to tailor your Handle occasion or your ProducerSync API information to your inside processes. The upside: Some course of adjustments are so simple as clicking a button, no coding needed. For present Salesforce customers, this implies you possibly can minimize out the middle-man and use AgentSync’s versatile platform to suit your enterprise’s use case.
No. 3: Move-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 could be put to make use of for the form of automation that may minimize hours, and even days, of labor off your producer administration.
Need your system to robotically 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 doable due to flow-powered automations that make AgentSync automations only a few clicks away.
No. 4: AppExchange members make for simple integrations
Salesforce’s superb energy lives in its household of purposes, all downloadable from the AppExchange and comparatively easy to combine. As a result of these apps are constructed on comparable REST API constructions and all communicate the language of Salesforce, each app that you simply deploy makes your complete Salesforce ecosystem that rather more worthwhile.
Wish 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. Wish to use Docusign, Acrobat Signal, or any of a dozen e-signature instruments in your onboarding course of? Simply achieved. Combine Correct, BIG, or Verified First to include background checks into your full onboarding cycle.
Because of AgentSync’s source-of-truth information, you possibly can guarantee each app in your Salesforce ecosystem has correct producer information that makes determination making straightforward, automated, and inherently compliant.
No. 5: Strong APIs make it straightforward 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 purposes which are a part of your surroundings. From bespoke legacy programs 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 facet of our software program. That was one of many initially engaging features of constructing with a Salesforce spine – having accountability for safety and never simply guessing at what would possibly go mistaken.
With outstanding cyberhacks presently wreaking havoc on a whole part of the insurance coverage trade, cybersecurity needs to be top-of-mind for everybody in your group. We delight ourselves on being a companion that holds the road in your information safety.
No. 7: Portals give producers self-service choices
Because of Salesforce’s customized exterior experiences, AgentSync might help carriers and businesses speedily deploy producer-facing portals which are tailor-made to what you are promoting. From straightforward onboarding to well timed reporting of actions or identify and deal with adjustments, carriers and businesses that use these portals report having lower-friction relationships with their producers and distribution companions, and spending much less administrative time looking down wanted adjustments.
No. 8: Out-of-the-box reporting and dashboards remove handbook labor
AgentSync has sturdy out-of-the-box dashboards and stories that convey intelligence about your companions and distribution channel straight to your fingertips. As an alternative of ready hours or days for admins to tally issues like companion spend on licensing or appointment prices, due to AgentSync plus Salesforce, you possibly can:
- Establish the gaps in your distribution channel.
- See the bottlenecks in your onboarding course of.
- Construct strategic distribution development 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 people who aren’t.
AgentSync: Making your complete Salesforce ecosystem extra worthwhile
Should you already work in a Salesforce ecosystem, then you definately’re aware of the benefits of with the ability to unify the data in your tech stack to make data-driven selections. You already know the ability of audit trails that provide you with ironclad receipts for accountability. And also you worth integrations that provide the skill to automate workflows throughout a number of tech programs.
If that sounds such as you, then AgentSync is prepared that can assist you with a fullstack tech ecosystem that’s excess of the sum of its components. To be taught extra about how AgentSync + Salesforce might help you leverage automation to cut back administrative prices and ship in your backside line, join a demo right this moment.
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