This publish is a part of a collection sponsored by AgentSync.
Salesforce is a powerhouse throughout advanced 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 information answer additionally apply to AgentSync.
Why AgentSync is constructed on Salesforce
Salesforce isn’t only a dominant CRM choice due to good advertising – the platform has a singular vantage level within the trade due to the complexity it will possibly deal with. This complexity might be overwhelming while you’re making an attempt DIY options, however for a compliance and producer administration software program that goals to deal with huge, laborious 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 now we have a number of pure benefits, akin to a low-code and no-code versatile construction, being cloud-native, being simpler to combine with, and having the ability to deploy automations shortly.
One of many greatest 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 appear to be for our clients? And why would an organization with Salesforce wish 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 components that set it aside from different distributors within the house:
- Day by day information synchronization with the trade’s supply of fact
- Contextual information layers that designate not solely what the information is, however what it means and what you would possibly wish 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 your online business whereas providing a white-glove expertise for producers
- Self-service portals for producers preferring to stay in management
- Updates that preserve your compliance guidelines according to altering state requirements
Many of those options of our core software program – Handle – are due to our Salesforce spine, and will 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 provides you flexibility
Salesforce’s infrastructure prizes low-code and no-code options, which permits AgentSync (or your inside tech group, in case you want) 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 vital. 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: Stream-powered automations save admins time
Salesforce’s Flows are an enormous promoting level for IT departments at carriers that wish to “use clicks not code” to automate processes. With AgentSync, those self same flows might be put to make use of for the type of automation that may minimize hours, and even days, of labor off your producer administration.
Need your system to mechanically 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 completed onboarding and able to appoint? All attainable due to flow-powered automations that make AgentSync automations only a few clicks away.
No. 4: AppExchange members make for straightforward integrations
Salesforce’s superb 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 related REST API buildings and all communicate the language of Salesforce, each app that you simply deploy makes your total 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 facility of AgentSync + Salesforce + Varicent. Need 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.
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, computerized, 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 inside software program growth, AgentSync’s API-driven structure makes for easy integrations.
No. 6: Constantly 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 incorrect.
With outstanding cyberhacks at present 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 accomplice that holds the road in your information safety.
No. 7: Portals give producers self-service choices
Due to Salesforce’s customized exterior experiences, AgentSync will help carriers and companies speedily deploy producer-facing portals which might be tailor-made to your online business. From straightforward onboarding to well timed reporting of actions or identify and deal with 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 eradicate handbook labor
AgentSync has strong 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 accomplice 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 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 establish what actions to take for those who aren’t.
AgentSync: Making your total Salesforce ecosystem extra priceless
When you already work in a Salesforce ecosystem, then you definately’re aware of the benefits of having the ability to unify the data in your tech stack to make data-driven selections. You realize the facility of audit trails that provide you with 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 excess of the sum of its elements. To be taught extra about how AgentSync + Salesforce will 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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