Insurance Solutions
Our tailored suite of solutions is designed to empower insurance agencies, carriers, MGAs, brokers, and insurtechs with a holistic approach to industry challenges.
Agency Management:
Streamline processes, eliminate manual tasks, and gain a broader view of prospects and policyholders. Seamlessly integrate agency management systems with CRM to supercharge your efficiency.
Distribution Management:
Accelerate agent onboarding, maintain compliance effortlessly, and provide a Producer Portal for self-service and performance tracking—all while reducing compliance risks.
Service Engagement:
Prioritize customer-centricity with a seamless service platform. Enjoy a unified view of customer policies, claims, and cases. Connect policyholders, agents, and service reps for personalized support across channels.
Full Customer View:
Sync all communications, streamline data, and anticipate strategic engagement moments. Maximize profit potential by recognizing cross-sale opportunities and gaining insights across lines of business.
Integrations:
Make Salesforce the single source of truth for data from various platforms, old and new. Empower underwriters with comprehensive information, and leverage Salesforce's world-leading CRM capabilities to integrate any app your company needs.
