Salesforce for Insurance
Track your entire value chain.
Carriers. MGAs. Wholesale agencies. Retail agencies. Brokers. Policyholders. Insurance is one of the most intricate business models but it doesn’t have to be. With Salesforce, you can simplify your data and boil your business down to a few clicks.
Automate calculation of your expected commissions and reconciliation against actual commissions. Split payments to brokers and internal sales reps with ease.
Get everybody on the same page.
Create a single source of truth that will align your sales, underwriting and claims departments and remove duplicity and inconsistency of information.
Get better at managing renewals.
Let there be no surprises with your customers. Give yourself enough time to pursue renewal and upsell opportunities with automated triggers and marketing campaigns that will build your book of business.
What We Do
We customize Salesforce to accommodate your policies, insured, referrals, carriers and any other agencies in your value chain structure. We extract, convert and migrate your existing database into Salesforce so you can hit the road running in your brand new Salesforce org.
We create automations that calculate your expected commissions and reconcile them with your actual commissions to generate variance reports. Additionally, we also setup workflows for renewal management, cross-selling and marketing.
Need a partner portal to manage and engage with your brokers? We set it up so your brokers can submit leads and customers and review commission payments.
Need to sync your marketing automation tools with Salesforce? We can do that for you. We have integrated Salesforce with Pardot, Marketing Cloud, HubSpot, Constant Contact and Mailchimp in the past.
"Accelerize 360 is a critical partner in defining and executing our digital marketing strategy. From driving a first class marketing program to developing a growth-focused marketing tech stack, Accelerize 360 has brought a level of sophistication we have not found anywhere else."
"We needed help building a complex pricing calculator in Salesforce. Accelerize 360 approached the problem creatively and built it faster with easier maintenance."
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"We needed one central, easy to use system to provide business visibility and access to information. Accelerize 360 accomplished that and more, driving higher levels of efficiency and productivity across the organization."