- Salesforce takes over routine tasks, leaving employees time to work on more important ones.
- It covers all the insurance processes, from estimation to reporting.
- Setting up and tweaking automation doesn’t require coding knowledge.
Thanks to customer self-service options, automated quoting and detailed analytics, Salesforce makes it easier for insurance agents to improve their quote-to-bind ratios. After that, the system allows the entire policy cycle to be monitored, which increases the opportunity for repeat business.
Salesforce makes even the notoriously underinsured millennials happy to work with you. It provides an entirely digital, mobile-first issuing and claims processing experience. It analyzes customer data to help insurance agencies offer relevant policies and personalize discussions with prospects. Finally, the Salesforce platform automates many repetitive tasks, dramatically reducing claim handling time and increasing customer satisfaction.
Salesforce provides several useful products for insurance agencies. Each of them focuses on a different business area, so they can be used separately or together. This is how you can benefit from each of them.
Effortless claims management and FNOL processing, automated referral processing and scoring, and streamlined work with independent agents.
Increased sales and a better understanding of your customers.
More leads, a deeper knowledge of customer journeys, and higher engagement across all marketing channels.
Salesforce implementation with iTechArt takes just 6 simple steps.