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8 Methods AgentSync Can Elevate Your Salesforce Expertise


This submit 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 shopper 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 answer additionally apply to AgentSync.

Why AgentSync is constructed on Salesforce

Salesforce isn’t only a dominant CRM possibility due to good advertising and marketing – the platform has a novel vantage level within the business due to the complexity it may deal with. This complexity will be overwhelming if you’re making an attempt DIY options, however for a compliance and producer administration software program that goals to deal with large, exhausting issues in an business on the point of 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, equivalent to a low-code and no-code versatile construction, being cloud-native, being simpler to combine with, and with the ability to deploy automations rapidly.

One of many greatest 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 appear like for our prospects? And why would an organization with Salesforce need to add AgentSync to its current stack?

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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 elements 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 info is, however what it means and what you would possibly need to do with it
  • Integrations that feed this correct, up-to-date knowledge by means of 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 maintain 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 might help elevate your Salesforce expertise. Don’t guess about your knowledge accuracy. With AgentSync, you possibly can know correct knowledge is being fed into your different current programs 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 workforce, should you favor) 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 possibly can reduce 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 need to “use clicks not code” to automate processes. With AgentSync, those self same flows will be put to make use of for the form of automation that may reduce hours, and even days, of labor off your producer administration.

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Need your system to routinely e-mail producers who want to finish their CE? Desire 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 executed onboarding and able to appoint? All attainable due to flow-powered automations that make AgentSync automations only a few 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 buildings and all converse the language of Salesforce, each app that you simply deploy makes your total Salesforce ecosystem that rather more helpful.

Need 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 facility of AgentSync + Salesforce + Varicent. Need to use Docusign, Acrobat Signal, or any of a dozen e-signature instruments to your onboarding course of? Simply completed. Combine Correct, BIG, or Verified First to include background checks into your full onboarding cycle.

Because of AgentSync’s source-of-truth knowledge, you possibly can guarantee each app in your Salesforce ecosystem has correct producer knowledge 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 purposes which might be a part of your setting. From bespoke legacy programs 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 side of our software program. That was one of many initially engaging points of constructing with a Salesforce spine – having accountability for safety and never simply guessing at what would possibly go incorrect.

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With outstanding cyberhacks at the moment wreaking havoc on a whole part of the insurance coverage business, cybersecurity needs to be top-of-mind for everybody in your group. We pleasure ourselves on being a associate that holds the road to your knowledge safety.

No. 7: Portals give producers self-service choices

Because of Salesforce’s customized exterior experiences, AgentSync might 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 deal with 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 searching down wanted modifications.

No. 8: Out-of-the-box reporting and dashboards get rid of handbook labor

AgentSync has sturdy out-of-the-box dashboards and studies that deliver intelligence about your companions and distribution channel straight to your fingertips. As an alternative of ready hours or days for admins to tally issues like associate spend on licensing or appointment prices, due to AgentSync plus Salesforce, you possibly can:

  • Establish the gaps in your distribution channel.
  • See the bottlenecks in your onboarding course of.
  • Construct strategic distribution progress 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 helpful

If you happen to already work in a Salesforce ecosystem, then you definately’re acquainted with the benefits of with the ability to unify the data in your tech stack to make data-driven choices. You understand the facility of audit trails that offer you ironclad receipts for accountability. And also you worth integrations that provide the means 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 components. To be taught extra about how AgentSync + Salesforce might help you leverage automation to cut back administrative prices and ship in your backside line, sign up for a demo today.

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