AgentSync Harnessing the Power of Salesforce in Implementations

Running a service team in a Software-as-a-Service company can be difficult. Customers tend to have unique processes and data. You need software built on flexible infrastructure to have the ability to meet your customers where they are and leverage built-in tools to meet your customer’s specific needs. Fortunately for AgentSync, that’s precisely what Salesforce does.

Salesforce.com is everywhere in the insurance industry. It helps companies grow their distribution channel, service their customers better, and manage the key relationships that are so important to the industry as part of the core of its business. Insurance companies are able to build great solutions that service their distributors and customers on Salesforce. By adding the AgentSync app, current Salesforce customers can become world-class by automating the way they interact with brokers and having the power to begin selling in minutes.

The various Salesforce Clouds are a prime example of how businesses in the insurance space pair Salesforce with AgentSync for a best-of-all-worlds scenario.

AgentSync Implementations and the Salesforce Sales Cloud

Companies leverage Sales Cloud functionality to convert new agency leads into high producing partners. They’re able to keep a personal touch on growing the distribution channel by having reps network, and by qualifying potential prospects. 

Using the tools of this cloud, sales reps start capturing the key information AgentSync will use to onboard the agency in their initial conversations with the agency. When a distributor determines an agency is a solid candidate to add to their distribution channel, they can move straight from the lead conversion process into AgentSync’s compliance checks and get the right people started on their full contracting process with no lag time in between. 

This lead conversion with Salesforce is a powerful way to set expectations with a new partner and start a strong relationship with their agency with no breaks and no downtime.

AgentSync Implementations and the Salesforce Service Cloud

Insurance carriers and agencies can use the Service Cloud to maintain strong relationships with their producers by corking and resolving their cases and requests. Using the Service Cloud foundation, AgentSync can create internal cases to prompt your operations team to follow the requisite steps to verify an agent before moving them on to a new appointment. With our Salesforce backbone, AgentSync’s customers can use the Service Cloud to:

• Use routing features that push tasks to the right person or team
• Use entitlements to set up service-level agreements with particular customers
• Set milestones for service representatives to check off before completing a process and closing a case

The Service Cloud also offers AgentSync’s customers the benefits of shortening time to deliver on repetitive tasks with tools like macros, quick text, and knowledge articles.

AgentSync Implementations and the Salesforce Experience Cloud

Because of Salesforce’s Experience Cloud, it’s also a shorter and less expensive process for customers to have custom websites where producers can input data into their AgentSync instance directly. Instead of lengthy paper forms and trails of emails that crisscross multiple peoples’ inboxes, the Experience Cloud’s simple custom web setup makes it easy for producers to complete their onboarding themselves or even update their information down the road.

AgentSync enhances the producer’s Experience Cloud use by adding on-screen flows to guide an agent through their first onboarding interaction with a company. AgentSync helps take some of the data entry out of the producer’s hands by pre-filling their basic information like contact and address information. 

Combining AgentSync with your experience site also helps take the guesswork out of your administrators’ hands. We help our customers enable agents to choose where they plan to sell policies and guide them to only select states they actively hold a license in.

Salesforce and AgentSync provide a comprehensive agent management experience

Salesforce users in the insurance industry should know about these tools available to them and leverage them to stay ahead of the competition. Some of my most innovative customers are using a combination of clouds that Salesforce offers to identify new prospects, confirm and verify their information, contact them, and get them eligible to start selling in a matter of minutes. To take it a step further, they’re giving their partners and agents a consistent place to keep their own information up to date, like their E&O policies, CE certificates, commissions, bank information, and contact info.

AgentSync can be such a valuable application for a Salesforce customer to add to their platform. It’s exciting to help our customers transform their onboarding process with the automation tools available in Salesforce combined with the Experience Cloud and our real-time integration with NIPR. Your agents will have an efficient experience and your administrators will have all the information they need to appoint a producer in minutes.

If you’re ready to upgrade your onboarding experience with the power of Salesforce and AgentSync, see how we can help.