This post is part of a series sponsored by AgentSync.
Salesforce is a powerhouse in complex industries and insurance is no exception. Many shippers and agencies alike choose Salesforce as their client relationship management system (CRM).
For insurance carriers and agencies on Salesforce, the same features that make the platform a useful, versatile CRM and internal data solution also apply to AgentSync.
Why AgentSync is based on Salesforce
Salesforce isn’t just a dominant CRM option because of its good marketing – the platform also has a unique position in the industry because of the complexity it can handle. This complexity can be overwhelming when trying do-it-yourself solutions, but for compliance and producer management software aimed at tackling big, difficult problems in an industry on the verge of change, Salesforce was the perfect choice.
We now work with many freight forwarders and agencies that do not have Salesforce. So the fact that we’re based on Salesforce doesn’t mean we’re Salesforce exclusive. But it means we have several natural advantages, such as a flexible low-code and no-code structure, cloud native, easier integration and the ability to deploy automations quickly.
One of the biggest benefits of a Salesforce native solution is of course AppExchange and the ability to quickly integrate with other Salesforce native and Salesforce friendly software. But what does that look like for our customers? And why would a Salesforce business want to add AgentSync to their existing stack?
#1: AgentSync is an accurate data powerhouse
AgentSync has earned best-in-class status in many areas of vendor compliance and data management due to key factors that differentiate it from other providers in this space:
- Daily data sync with the industry’s source of truth
- Contextual data layers that explain not only what the data is, but also what it means and what you might want to do with it
- Integrations that feed this accurate, up-to-date data into your other software
- Smooth, flexible onboarding workflows that adapt to your business while providing a best-in-class experience for producers
- Self-service portals for producers who prefer to remain in control
- Updates that align your compliance rules with changing government standards
Many of these features in our core software – Manage – are thanks to our Salesforce backbone and can help improve your Salesforce experience. Don’t assume the accuracy of your data. With AgentSync, you can be confident that accurate data is being fed into your other existing systems and workflows.
#2: Low-code and no-code infrastructure gives you flexibility
Salesforce’s infrastructure features low-code and no-code solutions that allow AgentSync (or your internal engineering team, if you prefer) to make structural changes to your Manage Instance or your ProducerSync API Adapt data to your internal processes. The advantage: Some process changes are as easy as clicking a button, no programming required. For current Salesforce users, this means you can cut out the middleman and leverage AgentSync’s flexible platform to tailor it to your company’s use case.
#3: Flow-based automations save administrators time
Salesforce’s Flows are a big selling point for carrier IT departments looking to use “clicks, not code” to automate processes. With AgentSync, the same processes can be used for the type of automation that can save your producer management hours or even days of work.
Would you like your system to automatically email producers when they need to complete their CE? Would you like to receive a 180-90-30 day email reminder for all producers before their license expiration date? Do you want your admins to receive a notification when new producers are finished onboarding and ready to be appointed? All of this is possible thanks to flow-driven automations that make AgentSync automations just a few clicks away.
#4: AppExchange members ensure easy integrations
The amazing power of Salesforce lies in its family of applications, all of which can be downloaded via the AppExchange and integrated with relative ease. Because these apps are based on similar REST API structures and all speak the language of Salesforce, every app you deploy makes your entire Salesforce ecosystem that much more valuable.
Would you like to validate the data in Salesforce to verify that your commission payments are all compliant with state law? This is the power of AgentSync + Salesforce + Varicent. Do you want to use Docusign, Acrobat Sign, or one of a dozen e-signature tools for your onboarding process? Easy to do. Integrate Accurate, BIG, or Verified First to integrate background checks into your entire onboarding cycle.
With AgentSync’s source of truth, you can ensure that every application in your Salesforce ecosystem has accurate vendor data that enables easy, automatic, and fundamentally compliant decision making.
#5: Robust APIs make it easier to integrate with non-AppEx apps
With their REST API structure, the ProducerSync API and the other AgentSync Manage APIs make it easy for you to integrate even with the non-AppExchange applications that are part of your environment. From custom legacy systems to proprietary in-house software development, AgentSync’s API-driven architecture ensures easy integrations.
#6: Continuously improving cybersecurity ensures your cybersecurity
The Salesforce family of applications includes adherence to externally enforceable security practices for every aspect of our software. That was one of the initially attractive aspects of building with a Salesforce backbone – taking responsibility for security and not just guessing what could go wrong.
With high-profile cyber hacks currently wreaking havoc on an entire sector of the insurance industry, cybersecurity should be a top priority for everyone in your organization. We are proud to be a partner responsible for the security of your data.
#7: Portals provide self-service opportunities for producers
With Salesforce’s custom external experiences, AgentSync can help carriers and agencies quickly deploy vendor-focused portals tailored to your business. From easy onboarding to timely reporting of actions or name and address changes, shippers and agencies using these portals report less frictionless relationships with their producers and distributors and less administrative effort to find necessary changes.
#8: Out-of-the-box reports and dashboards eliminate manual work
AgentSync has robust, out-of-the-box dashboards and reports that put information about your partners and sales channels right at your fingertips. Instead of waiting hours or days for admins to tally up things like partner license spend or appointment costs, AgentSync plus Salesforce lets you:
- Identify the gaps in your sales channel.
- See the bottlenecks in your onboarding process.
- Create strategic sales growth plans based on your current agent population
- See which producers or agency partners are fully compliant in their designated distribution territories and determine what action to take for those who are not.
AgentSync: Make your entire Salesforce ecosystem more valuable
If you already work in a Salesforce ecosystem, you are familiar with the benefits of unifying the information in your tech stack to make data-driven decisions. You know the power of audit trails to provide you with solid evidence of accountability. And you value integrations that give you the ability to automate workflows across multiple technology systems.
If this sounds like you, then AgentSync is ready to help you with a full-stack tech ecosystem that is far more than the sum of its parts. To learn more about how AgentSync + Salesforce can help you leverage automation to reduce administrative costs and increase your bottom line, sign up for a demo today.
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2024-07-02 04:14:49
www.insurancejournal.com
