- Salesforce projects delivered for Fortune 500 companies and SMEs
- Salesforce Consulting Partner status
- Profound knowledge of general and insurance-specific Salesforce offerings
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.
There are numerous reasons for Salesforce continuously earning the top spots in the insurance CRM ratings. Thanks to its advanced features and flexibility, it brings many benefits to the table.
Salesforce contains solutions to the challenges that the insurance industry faces daily. At times when the speed and quality of customer service are more important than ever, it offers tools to meet the demands of the modern policyholder.Mobility
Customers and agents can access the relevant features of the system from anywhere and at any time.Efficiency
Self-service, flexible templates, and straightforward analytics make working with or for your company much easier.Better
Through automatic notifications, referral management, and insurable asset data you will be an important partner for every policyholder.Improved
By bringing the data from different departments together and integrating partners and independent agents, you will be able to sell more and better.Talent
An intuitive UI and automation of daunting tasks mean that A-class employees feel more productive and willing to stay with you for longer.
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.
Salesforce implementation with iTechArt takes just 6 simple steps.