This post is part of a series sponsored by AgentSync.
Salesforce is a powerhouse in every complex industry, and insurance is no exception. Many carriers and agencies alike choose Salesforce as their customer relationship management (CRM) system.
For insurance companies and agencies in Salesforce, the same qualities that make the platform a versatile, versatile CRM and internal data solution apply to AgentSync.
Why AgentSync is built on Salesforce
Salesforce isn't just the best CRM option because of great marketing — the platform has a unique place in the industry because of the complexity it can handle. This complexity can be overwhelming if you try DIY solutions, but for a compliance and management software manufacturer that aims to tackle the big, tough problems in an industry in the midst of change, Salesforce is a great choice.
Now, we work with many carriers and agencies that don't have Salesforce, so being built on Salesforce doesn't make us Salesforce exclusive. But it does mean that we have several inherent advantages, such as low-code and no-code architecture, being cloud-native, easy to integrate with, and able to quickly implement 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-friendly software. But what does that look like for our customers? And why would a company with Salesforce want to add AgentSync to their existing stack?
No. 1: AgentSync is an intuitive database
AgentSync has risen to excellence in many areas of vendor compliance and data management due to key factors that set it apart from other vendors in the space:
- Synchronize daily data with the industry's source of truth
- Contextual data layers that not only describe what the data is, but what it is said and what you might want to do with it
- Integration feeds this accurate, up-to-date data with your other software
- Frictionless, flexible onboarding workflows that feel customized to your business while providing a white-glove experience for manufacturers.
- Self-help sites for manufacturers who prefer to stay in control
- Updates that keep your compliance rules abreast of changing state standards
Many of these features of our core software – Manage – are thanks to our Salesforce backbone, and can help elevate your Salesforce experience. Don't guess about the accuracy of your data. With AgentSync, you can know accurate data is fed into your other existing systems and workflows.
No. 2: Low-code and no-code infrastructure gives you flexibility
The Salesforce infrastructure rewards low-code and no-code solutions, allowing AgentSync (or your internal technical team, if you prefer) to make structural changes to match your Administration instance or your ProducerSync API data to your internal processes. Looking ahead: Some process changes are as simple as clicking a button, no coding required. For current Salesforce users, this means you can cut out the middleman and use AgentSync's flexible platform to fit your business use case.
No. 3: Powerful automations that save managers time
Salesforce Flows is a major selling point for IT departments in carriers looking to “use clicks not code” to automate processes. With AgentSync, that same flow can be used for a form of automation that can cut hours, or even days, of work for your production managers.
Want your program to send emails to manufacturers who need to complete their CE? Want a 180-90-30 day email reminder set for all manufacturers before their license expiration date? Do you want your admins to get a notification when new producers have finished onboarding and are ready to nominate? All possible thanks to AgentSync's powerful automation workflows just a few clicks away.
No. 4: AppExchange members make for easy integration
The incredible power of Salesforce resides in its family of applications, all of which are downloadable from the AppExchange and easy to integrate. Because these apps are built on the same REST API architecture and all speak the Salesforce language, every app you use makes your entire Salesforce ecosystem more valuable.
Do you want to validate data in Salesforce and use it to ensure that your commission payments are all compliant with state laws? That's the power of AgentSync + Salesforce + Varicent. Want to use Docusign, Acrobat Sign, or any of a dozen other e-signature tools for your onboarding process? Easily accomplished. Combine Accurate, Large, or Verified First to include background checks in your complete onboarding cycle.
Thanks to AgentSync's true source data, you can ensure that every application in your Salesforce ecosystem has accurate producer data that makes decision-making easy, automated, and compliant in nature.
No. 5: Robust APIs make it easy to integrate with non-AppEx applications
With its REST API structure, the ProducerSync API and other AgentSync Manage APIs make it easy for you to integrate with non-AppExchange applications that are part of your environment. From legacy applications to internal proprietary software development, AgentSync's API-driven architecture enables easy integration.
No. 6: Continuously improving cybersecurity keeps you safe online
Part of being in the Salesforce family of applications means complying with externally enforced security practices across all parts of our software. That was one of the attractions in the beginning of building with the Salesforce core – being responsible for security and not just guessing what might go wrong.
With prominent cyberhacks currently wreaking havoc across the insurance industry, cybersecurity should be a priority for everyone in your organization. We are proud to be your data security partner.
No. 7: Portals provide manufacturers with self-service options
Thanks to Salesforce's custom outsourcing experience, AgentSync can help carriers and agencies quickly deploy manufacturer-facing sites tailored to your business. From easy access to timely reporting of actions or name and address changes, carriers and agencies using these platforms report having a low-conflict relationship with their manufacturers and distribution partners, and spending less administrative time hunting for necessary changes.
No. 8: Out-of-the-box reporting and dashboards eliminate manual work
AgentSync has robust out-of-the-box dashboards and reports that bring intelligence about your partners and distribution channel directly to your fingertips. Instead of waiting hours or days for administrators to calculate things like what our partners use for license or appointment costs, thanks to AgentSync and Salesforce, you can:
- Find slots in your distribution channel.
- See issues in your onboarding process.
- Develop strategic plans for distribution growth based on your current agent
- See which manufacturers or agency partners are fully compliant within their chosen sales areas, and see what actions you should take against those who are not.
AgentSync: Making your entire Salesforce ecosystem more efficient
If you're already working in the Salesforce ecosystem, then you're familiar with the benefits of being able to integrate information from your technology stack to make data-driven decisions. You know the power of research methods that give you ironclad receipts for accountability. And you appreciate the integration that gives you the ability to automate workflows across multiple technology systems.
If that sounds like you, AgentSync is ready to help you with a fullstack tech ecosystem that is much more than the sum of its parts. To learn more about how AgentSync + Salesforce can help you use automation to reduce administrative costs and deliver on your bottom line, sign up for a demo today.
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