This post is part of a series sponsored by AgentSync.
Salesforce is a powerhouse across complex industries, and the insurance industry is no exception. Many insurance companies and agents have chosen Salesforce as their customer relationship management (CRM) system.
For insurers and agents who use Salesforce, the same characteristics that make the platform a useful and versatile CRM and internal data solution also apply to AgentSync.
Why AgentSync is built on Salesforce
Salesforce isn’t just a leading CRM choice thanks to stellar marketing. The platform has a unique advantage in the industry thanks to the complexity it can handle. This complexity can seem daunting when attempting a DIY solution, but it’s a great fit for compliance and producer management software aimed at tackling big, tough problems in an industry on the brink of transformation. Salesforce was the perfect choice.
Currently, we work with many carriers and agencies that are not on Salesforce, so just because it is built on Salesforce doesn’t mean it is Salesforce-only, but it does have some natural advantages, such as a flexible low-code and no-code structure, being cloud-native, easy integration, and the ability to quickly deploy automation.
One of the biggest benefits of being Salesforce native is, of course, the AppExchange and the ability to quickly integrate with other Salesforce-native and Salesforce-enabled software. But what does that mean for customers? And why would a business using Salesforce want to add AgentSync to their existing stack?
No. 1: AgentSync is a treasure trove of accurate data
AgentSync has achieved best-in-class status in many areas of producer compliance and data management due to the following key factors that set it apart from other vendors in the space:
- Synchronize data daily with industry sources of truth
- A contextual data layer that explains not just what the data is, but what it means means And what do you want to do with it?
- Integration to feed accurate, up-to-date data to other software
- Frictionless, flexible onboarding workflows that can be customized to fit your business while providing a white-glove experience for your producers
- Self-service portal for producers who want control
- Updates to comply with changing state standards
Many of these features in our core software, Manage, are thanks to the Salesforce backbone and help improve your Salesforce experience. No more guesswork about data accuracy. With AgentSync, know Accurate data is fed into other existing systems and workflows.
No. 2: Low-code and no-code infrastructure gives you greater flexibility
Salesforce’s infrastructure emphasizes low-code and no-code solutions, so AgentSync (or your in-house technical team, if preferred) can make structural changes to align Manage Instance or ProducerSync API data with your internal processes. Benefit: Some process changes can be easily made with the click of a button, no coding required. For current Salesforce users, this means cutting out the middleman and using AgentSync’s flexible platform to fit your business use case.
No. 3: Automation with Flow saves admins time
Salesforce flows are a big selling point for carrier IT departments who want to “use clicks, not code” to automate processes, and with AgentSync, those same flows can be used for automation, saving hours, or even days, of producer management effort.
Do you want the system to automatically send emails to producers who need to complete their CE? Do you want to set up 180-day, 90-day, and 30-day email reminders for all producers before their license expires? Do you want to send notifications to administrators when a new producer has completed onboarding and is ready for appointment? All of this is possible with automation powered by AgentSync automations that can be done with just a few clicks with Flows.
No. 4: AppExchange members can easily integrate
The incredible power of Salesforce lies in its family of applications that can be downloaded from the AppExchange and are relatively easy to integrate. These applications are built on a similar REST API structure and all speak the Salesforce language, so every application you deploy adds more value to the entire Salesforce ecosystem.
Want to validate your Salesforce data and use it to ensure all commission payments comply with state law? That’s the power of AgentSync + Salesforce + Varicent. Want to use Docusign, Acrobat Sign, or one of 12 e-signature tools for your onboarding process? It’s easy to achieve. Integrate Accurate, BIG, or Verified First to build background checks into your entire onboarding cycle.
AgentSync’s trusted source data ensures that every app in the Salesforce ecosystem contains accurate producer data, making decision-making easy, automated, and inherently compliant.
No.5: Robust API makes it easy to integrate with non-AppEx apps
With its REST API structure, the ProducerSync API and AgentSync Manage’s other APIs also make it easy to integrate with non-AppExchange applications that are part of your environment. From bespoke legacy systems to your own internal software development, AgentSync’s API-driven architecture makes integration easy.
No. 6: Continuously improving your cybersecurity helps you stay cybersecure
Being part of the Salesforce family of apps means adhering to externally enforceable security practices in every aspect of our software. That was one of the original attractions of building with the Salesforce backbone – taking responsibility for security and not just guessing where things might go wrong.
With a major cyber hack currently wreaking havoc across the insurance industry, cyber security is a top priority for everyone within your organization, and we are proud to be your partner in keeping your data secure.
No.7: Portals offer self-service options to growers
With a custom external experience from Salesforce, AgentSync helps carriers and agencies rapidly deploy producer-facing portals tailored to their business. From easy onboarding to timely reporting of actions and name and address changes, carriers and agencies using these portals report smoother relationships with producers and delivery partners and less administrative time spent searching for needed changes.
No. 8: Out-of-the-box reports and dashboards eliminate manual effort
AgentSync provides powerful out-of-the-box dashboards and reports that provide instant information about your partners and distribution channels. Instead of administrators having to wait hours or days to tally up partner spend on licenses, booking fees, etc., AgentSync combined with Salesforce allows you to:
- Identify gaps in your distribution channels.
- Check for bottlenecks in your onboarding process.
- Build a strategic distribution growth plan based on your current agent numbers
- Review which producers or agency partners are fully compliant within their designated sales territory and identify what action should be taken against non-compliant producers or agency partners.
AgentSync: Driving value across the Salesforce ecosystem
If you’re already working in the Salesforce ecosystem, you’re probably familiar with the benefits of integrating information across your technology stack to make data-driven decisions. You know the power of audit trails that provide solid evidence of accountability. And you know the value of integrations that let you automate workflows across multiple technology systems.
If so, AgentSync has you covered with a full-stack technology ecosystem that is 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 revenue, Request a demo now.
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