This publish is a part of a collection 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 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 business due to the complexity it might deal with. This complexity could be overwhelming whenever you’re trying DIY options, however for a compliance and producer administration software program that goals to sort out large, arduous issues in an business getting ready to transformation, Salesforce was the proper alternative.
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. Nevertheless it does imply now we have a number of pure benefits, similar 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, after all, 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 wish 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 aside from different distributors within the house:
- Day by day information synchronization with the business’s supply of fact
- Contextual information layers that specify not solely what the info 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 your different software program
- Frictionless, versatile onboarding workflows that really feel customized to your small 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 may also 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 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 staff, when you favor) 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 mandatory. For present Salesforce customers, this implies you may reduce 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 could be put to make use of for the type of automation that may reduce hours, and even days, of labor off your producer administration.
Need your system to routinely 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 finished onboarding and able to appoint? All doable due to flow-powered automations that make AgentSync automations just some clicks away.
No. 4: AppExchange members make for simple 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 constructions and all converse the language of Salesforce, each app that you simply deploy makes your complete Salesforce ecosystem that rather more beneficial.
Wish 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. 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 may guarantee each app in your Salesforce ecosystem has correct producer information that makes resolution 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 atmosphere. 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 would possibly go mistaken.
With outstanding cyberhacks at present wreaking havoc on a complete part of the insurance coverage business, cybersecurity ought 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 may also help carriers and companies speedily deploy producer-facing portals which might be tailor-made to your small business. From straightforward onboarding to well timed reporting of actions or identify 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 eradicate guide labor
AgentSync has strong out-of-the-box dashboards and reviews that deliver 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, due to AgentSync plus Salesforce, you may:
- 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 totally compliant inside their designated gross sales territories, and determine what actions to take for those who aren’t.
AgentSync: Making your complete Salesforce ecosystem extra beneficial
If you happen to already work in a Salesforce ecosystem, you then’re accustomed to some great benefits of having the ability to unify the data in your tech stack to make data-driven choices. You realize the ability 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 way over the sum of its components. To study 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 right this moment.
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