This put up 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 companies alike select Salesforce as their shopper 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 – the platform has a singular vantage level within the trade because of the complexity it will probably deal with. This complexity will be overwhelming if you’re making an attempt DIY options, however for a compliance and producer administration software program that goals to deal with massive, laborious issues in an trade getting ready to 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, corresponding to a low-code and no-code versatile construction, being cloud-native, being simpler to combine with, and having the ability to deploy automations rapidly.
One of many largest benefits of being Salesforce-native is, in fact, the AppExchange and the flexibility to rapidly combine with different Salesforce-native and Salesforce-friendly software program. However what does that seem like for our clients? And why would an organization with Salesforce need to add AgentSync to its present 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 other than different distributors within the house:
- Each day information synchronization with the trade’s supply of fact
- 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 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 hold 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 information accuracy. With AgentSync, you may know correct information is being fed into your different present 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 inner tech group, when you choose) 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 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 will 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 carried out onboarding and able to appoint? All potential 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 functions, 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 converse the language of Salesforce, each app that you simply deploy makes your whole Salesforce ecosystem that rather more priceless.
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 facility 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 information, you may guarantee each app in your Salesforce ecosystem has correct producer information that makes determination making straightforward, automated, and inherently compliant.
No. 5: Sturdy 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 programs 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 engaging facets of constructing with a Salesforce spine – having accountability for safety and never simply guessing at what may go unsuitable.
With distinguished cyberhacks presently wreaking havoc on a complete part of the insurance coverage trade, cybersecurity must be top-of-mind for everybody in your group. We satisfaction ourselves on being a companion that holds the road on your information 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 might be tailor-made to your corporation. From straightforward onboarding to well timed reporting of actions or title 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 guide 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, 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 absolutely compliant inside their designated gross sales territories, and establish what actions to take for people who aren’t.
AgentSync: Making your whole Salesforce ecosystem extra priceless
In the event you already work in a Salesforce ecosystem, you then’re accustomed to the benefits of having the ability to unify the data in your tech stack to make data-driven choices. You recognize the facility of audit trails that offer you ironclad receipts for accountability. And also you worth integrations that provide the means to automate workflows throughout a number of tech programs.
If that sounds such as you, then AgentSync is prepared that will help you with a fullstack tech ecosystem that’s excess of the sum of its elements. To study 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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