This publish is a part of a sequence sponsored by AgentSync.
Salesforce is a powerhouse throughout advanced industries, and insurance coverage is not 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 inner information resolution additionally apply to AgentSync.
Why AgentSync is constructed on Salesforce
Salesforce isn’t only a dominant CRM possibility due to good advertising and marketing – the platform has a singular vantage level within the business because of the complexity it could possibly deal with. This complexity might be overwhelming whenever you’re making an attempt DIY options, however for a compliance and producer administration software program that goals to sort out large, laborious issues in an business getting ready to transformation, Salesforce was the right 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’ve got a number of pure benefits, equivalent 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 flexibility 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 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 area:
- Day by day information synchronization with the business’s supply of reality
- Contextual information layers that specify not solely what the info is, however what it means and what you may need to do with it
- Integrations that feed this correct, up-to-date information via your different software program
- Frictionless, versatile onboarding workflows that really feel customized to your enterprise 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 step 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 information accuracy. With AgentSync, you possibly can know correct information is being fed into your different current techniques and workflows.
No. 2: Low-code and no-code infrastructure offers you flexibility
Salesforce’s infrastructure prizes low-code and no-code options, which permits AgentSync (or your inner tech staff, when you want) to make structural adjustments to tailor your Handle occasion or your ProducerSync API information to your inner 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 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 might be put to make use of for the sort of automation that may lower hours, and even days, of labor off your producer administration.
Need your system to routinely electronic mail producers who want to finish their CE? Need a 180-90-30-day electronic mail reminder set for all producers earlier than their license expiration date? Need your admins to obtain a discover when new producers are performed onboarding and able to appoint? All doable because of flow-powered automations that make AgentSync automations only a few clicks away.
No. 4: AppExchange members make for simple 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 converse the language of Salesforce, each app that you simply deploy makes your complete Salesforce ecosystem that rather more helpful.
Need to validate the info 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 to your onboarding course of? Simply completed. Combine Correct, BIG, or Verified First to include background checks into your full onboarding cycle.
Due to AgentSync’s source-of-truth information, you possibly can guarantee each app in your Salesforce ecosystem has correct producer information that makes resolution 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 functions which might be a part of your setting. From bespoke legacy techniques to proprietary inner software program growth, AgentSync’s API-driven structure makes for easy integrations.
No. 6: Constantly bettering 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 enticing points of constructing with a Salesforce spine – having accountability for safety and never simply guessing at what may go unsuitable.
With distinguished cyberhacks at present wreaking havoc on a whole part of the insurance coverage business, cybersecurity needs to be top-of-mind for everybody in your group. We pleasure ourselves on being a companion that holds the road to your information safety.
No. 7: Portals give producers self-service choices
Due to Salesforce’s customized exterior experiences, AgentSync may also help carriers and companies speedily deploy producer-facing portals which might be tailor-made to your enterprise. From straightforward onboarding to well timed reporting of actions or title and tackle adjustments, 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 adjustments.
No. 8: Out-of-the-box reporting and dashboards get rid of guide labor
AgentSync has strong out-of-the-box dashboards and experiences that convey 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 possibly can:
- Establish the gaps in your distribution channel.
- See the bottlenecks in your onboarding course of.
- Construct strategic distribution development plans based mostly in your present agent inhabitants
- View which producers or company companions are absolutely compliant inside their designated gross sales territories, and establish what actions to take for people who aren’t.
AgentSync: Making your complete Salesforce ecosystem extra helpful
In the event you already work in a Salesforce ecosystem, then you definitely’re accustomed to some great benefits of with the ability to unify the data in your tech stack to make data-driven selections. the ability of audit trails that offer you ironclad receipts for accountability. And also you worth integrations that provide the skill 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 excess of the sum of its components. To be taught 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 the moment.
Matters
Businesses
