This publish 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 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 resolution additionally apply to AgentSync.
Why AgentSync is constructed on Salesforce
Salesforce isn’t only a dominant CRM choice due to good advertising and marketing – the platform has a novel vantage level within the business because of the complexity it may possibly deal with. This complexity might be overwhelming while you’re trying DIY options, however for a compliance and producer administration software program that goals to sort out massive, onerous issues in an business 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 got 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 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 prospects? 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 components that set it aside from different distributors within the area:
- Every day knowledge synchronization with the business’s supply of reality
- 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 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 hold your compliance guidelines consistent with altering state requirements
Many of those options of our core software program – Handle – are because of our Salesforce spine, and will help elevate your Salesforce expertise. Don’t guess about your knowledge accuracy. With AgentSync, you’ll be able to know correct knowledge is being fed into your different present programs 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 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’ll be able to minimize out the middle-man and use AgentSync’s versatile platform to suit your enterprise’s use case.
No. 3: Circulate-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 sort of automation that may minimize 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 finished 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 straightforward integrations
Salesforce’s superb 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 converse the language of Salesforce, each app that you simply deploy makes your total Salesforce ecosystem that rather more worthwhile.
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 on 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 knowledge, you’ll be able to guarantee each app in your Salesforce ecosystem has correct producer knowledge that makes determination making simple, automated, and inherently compliant.
No. 5: Strong APIs make it simple 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 programs to proprietary inner software program improvement, AgentSync’s API-driven structure makes for easy integrations.
No. 6: Repeatedly 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 mistaken.
With outstanding 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 delight ourselves on being a associate that holds the road on your knowledge 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 can be tailor-made to your online business. From simple onboarding to well timed reporting of actions or title and tackle 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 looking down wanted modifications.
No. 8: Out-of-the-box reporting and dashboards remove handbook labor
AgentSync has sturdy out-of-the-box dashboards and experiences 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 associate spend on licensing or appointment prices, because of AgentSync plus Salesforce, you’ll be able to:
- 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 absolutely compliant inside their designated gross sales territories, and determine what actions to take for people who aren’t.
AgentSync: Making your total Salesforce ecosystem extra worthwhile
For those who already work in a Salesforce ecosystem, then you definitely’re aware of the benefits of having the ability to unify the knowledge in your tech stack to make data-driven selections. 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 programs.
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 elements. To study extra about how AgentSync + Salesforce will 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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