This publish is a part of a sequence sponsored by AgentSync.
Salesforce is a powerhouse throughout complicated 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 knowledge answer 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 novel vantage level within the trade because of the complexity it could deal with. This complexity may be overwhelming whenever you’re making an attempt DIY options, however for a compliance and producer administration software program that goals to deal with massive, onerous issues in an trade getting ready to transformation, Salesforce was the perfect choice.
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 a number of pure benefits, comparable to a low-code and no-code versatile construction, being cloud-native, being simpler to combine with, and with the ability to deploy automations rapidly.
One of many largest benefits of being Salesforce-native is, in fact, the AppExchange and the power to rapidly combine with different Salesforce-native and Salesforce-friendly software program. However what does that appear like for our clients? And why would an organization with Salesforce wish 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 house:
- Day by day knowledge synchronization with the trade’s supply of fact
- Contextual knowledge layers that specify not solely what the information is, however what it means and what you may wish to do with it
- Integrations that feed this correct, up-to-date knowledge by way of 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 according to altering state requirements
Many of those options of our core software program – Handle – are because of our Salesforce spine, and might 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 inner tech group, if you happen to choose) to make structural modifications to tailor your Handle occasion or your ProducerSync API knowledge to your inner processes. The upside: Some course of modifications are so simple as clicking a button, no coding mandatory. For present Salesforce customers, this implies you may 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 may be put to make use of for the sort 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 performed onboarding and able to appoint? All attainable because of flow-powered automations that make AgentSync automations just some clicks away.
No. 4: AppExchange members make for simple integrations
Salesforce’s wonderful 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 related REST API constructions and all communicate the language of Salesforce, each app that you just deploy makes your whole Salesforce ecosystem that rather more helpful.
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 in 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 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 purposes which can be a part of your surroundings. From bespoke legacy techniques to proprietary inner 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 enticing features of constructing with a Salesforce spine – having accountability for safety and never simply guessing at what may go flawed.
With outstanding cyberhacks at the moment wreaking havoc on a whole part of the insurance coverage trade, cybersecurity ought to be top-of-mind for everybody in your group. We satisfaction ourselves on being a accomplice that holds the road in your knowledge safety.
No. 7: Portals give producers self-service choices
Because of Salesforce’s customized exterior experiences, AgentSync might help carriers and companies speedily deploy producer-facing portals which can be tailor-made to your enterprise. From straightforward onboarding to well timed reporting of actions or identify and deal with 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 remove handbook labor
AgentSync has strong out-of-the-box dashboards and studies that carry 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 accomplice spend on licensing or appointment prices, because of AgentSync plus Salesforce, you may:
- Determine 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 those who aren’t.
AgentSync: Making your whole Salesforce ecosystem extra helpful
If you happen to already work in a Salesforce ecosystem, you then’re conversant in some great benefits of with the ability to unify the data in your tech stack to make data-driven choices. You already know 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 components. To study extra about how AgentSync + Salesforce might help you leverage automation to scale back administrative prices and ship in your backside line, sign up for a demo today.
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