Salesforce Financial Services Cloud (FSC) is the ideal CRM solution for insurance companies because it provides everything insurance agents and service reps need to know about potential and ongoing clients in a single platform. With Salesforce FSC for insurance, agents and representatives have the opportunity to connect with policyholders and upsell products and services that align with their current life events and long-term goals.
Salesforce FSC as your insurance CRM solution enables you to access Einstein Analytics that provides your insurance agents and services reps with crucial insights into a policyholder’s relationship with your insurance business. This pre-built analytics assistant allows your insurance team to perform a risk analysis that helps them address and relieve policyholder concerns, which will boost retention rates and overall customer satisfaction.
At Abstrakt Cloud Solutions, we consult with insurance businesses across the nation to help them determine the best CRM solution for their business’s day-to-day operations. Whether you’re a car, home, or health insurance provider, our Salesforce experts can help you customize and implement a solution that’s easy for your agents and policyholders to use.
We know how crucial an agency management system (AMS) is to your insurance business’s day-to-day operations. With Salesforce, you have the opportunity to integrate your AMS so you can conveniently and securely access your policyholder’s information when you need it.
When you partner with Abstrakt Cloud, our Salesforce experts can ensure that your CRM integrates seamlessly with AMS, including:
While cloud-based insurance agency software makes selling and building relationships easier for your agents, what benefits does it have for policyholders? Abstrakt Cloud Solutions helps insurance companies implement Salesforce FSC because it empowers policyholders to have:
Salesforce FSC is software that insurance agents and service reps can use to build and maintain long-term relationships with potential customers and loyal policyholders. Additionally, Salesforce FSC enables your insurance team to upsell products when the timing is right for the policyholder and their current life events.
As a St. Louis-based Salesforce consultant, we collaborate with insurance businesses across the United States to help them maximize their Salesforce investment. If you’re ready to optimize your cloud based insurance agency software, contact the Salesforce experts at Abstrakt Cloud Solutions!
