Manage Sales, Accounts, Marketing, and Data All on Salesforce’s AI platform

Streamlined MarTech stack: Consolidate your marketing tech stack onto one AI-driven platform that can power all your marketing functions including digital advertising, email activation, social media marketing, marketing intelligence, and much more.

Out-of-the box producer marketing: Easily deliver on-brand content, resources, and tools to your Sales and Marketing teams – powered by predictive, generative, and autonomous AI. Drive impactful client engagement with actionable insights surfaced from pre-built dashboards.

Digital demand generation: Design, execute, and measure campaigns that drive ROI on a connected marketing and sales platform. Leverage AI insights, automation, and segmentation to qualify, score, and deliver high quality leads. Return high potential but immature leads for nurturing.

Agentforce sales coaching: Leverage Agentforce Sales Coach (ASC) — powered by your CRM data — to enhance support for sales reps, helping them prepare more effectively for client meetings. Empower producers to practice their pitches and receive tailored feedback based on the specific deal and its current stage.

Producer desktop: Unify lines of business around a 360-degree view of each client, carrier, and partner to efficiently deliver personalized engagements. Leverage the Dynamic Producer Dashboard and real-time insights to develop next best actions and informed client strategies.

Opportunity management: Streamline sales processes from lead tracking through proposal management. Implement pre-built sales stages that organize and automate client engagements to increase productivity and drive cross-sell and upsell opportunities. Simplify client management, including insight-driven meeting prep and follow ups, with generative and predictive AI

Client onboarding: Transform the broker of record (BOR) onboarding process into a connected, client-centric experience that spans documentation gathering, progress reporting, client communication, and self-service engagements — powered by our Broker of Record Tracker feature. Seamlessly transition new business to account management/service teams to begin coverage planning, consultation, and more.

Employee onboarding: Recruit, appoint, and retain top agents and brokers with modern, innovative technology. Orchestrate end-to-end talent management spanning training, licensing, career development, and more. Support your sales team with a fully automated process that empowers them to maximize their potential.

Mergers and acquisitions: Use the Salesforce Customer 360 tech stack to facilitate data sharing, task management, and collaboration with your new partner agency. Protect, monitor, and retain critical Salesforce and third-party data via platform encryption, event monitoring, and field audit trail management

Automate retention with Agentforce: Leverage Agentforce to forecast potential lost broker of record and proactively notify account teams with client details. Empower staff with next best actions, generative AI, and automated outreach to save business at scale.

Empower account teams: Keep relationship data and analytics in one place to better serve clients. Reduce handle times and make new representatives more efficient with generative AI to create insight driven responses, summaries and knowledge articles.

Line of business servicing: Manage the full life cycle of policies with our Policy Lifecycle Manager feature. Capture policy-header information and underlying line of business data including limits, coverages, deductibles, and benefits — in a purpose-built data model with lifecycle business processes for renewing policies with the same or a different carrier and canceling policies.

Claims tracking: Improve the efficiency and effectiveness of tracking when you convert email claims notifications to cases automatically and create claims.

Renewal and RFP management: Orchestrate the end-to-end renewal and RFP process from one central place. Use automation to remove unnecessary steps and redundant data entry. Eliminate spreadsheet and email confusion with reusable question banks that are flexible, transparent, and trackable. Create complex forms from a single source of truth while maintaining the traceability of questions.

Producer split arrangements and assignments: Simplify and streamline tasks with a library of reusable producer split definitions for initial and renewal terms,
based on named producers or roles. Apply these definitions at the account level, with effective dates, and automatically inherit them at the policy level.
Easily update and reassign splits in bulk as producers or definitions change.

Direct bill commission processing and reconciliation: Reconcile direct-bill commission statements with a flexible system that ingests carrier commission
statements, matches them to brokerage policy records, determines producer splits, and calculates producer commission amounts and/or production credits.

Expected revenue tracker: Track expected revenue to compare with actual commission statements and identify revenue discrepancies.

Complete AI-driven analytics solution: Build and easily share reports for all aspects of your business from one platform. Harness the power of predictive AI by analyzing in-force policies and building and delivering personalized coverage recommendations at scale.

Develop accurate forecasts by analyzing existing book of business, premiums, and commissions with AI