Salesforce for The Insurance Industry
Do you have the capabilities to engage with your customers in an intelligent, integrated and personalized manner? If you answered no, you are losing opportunities to grow your business and it’s time to talk.
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WORKING WITH US
Do you have the capabilities to engage with your customers in an intelligent, integrated and personalized manner? If you answered no, you are losing opportunities to grow your business and it’s time to talk. Sikich has a tremendous amount of experience in deploying Salesforce to Insurance agencies, brokers, MGAs, Carriers, Third Party Administrators, and more. Each of you have unique needs regarding the information that you want to track and manage. Our qualified professionals understand these nuances and work to ensure that our clients get the system customizations that are reflective of their business needs. With the InsurTech industry slated for a 43% Compound Annual Growth Rate between 2019 and 2025, Sikich is well positioned to be a leading consulting partner in this space.
For instance, most Insurance Agencies need require a system that allows them to market and sell to both prospective and existing customers. In addition, they need an Agency Management System (AMS) that allows them to service their customers and manage their respective policies. Many of these agencies still rely on outdated Agency Management Systems from companies like Vertafore, Applied Systems, and other industry AMS providers that have little to no integration capabilities with Customer Relationship Management systems (CRM) or third-party applications. For this reason, many agencies run sales operations on one system, while performing agency management on traditional AMS. Therefore Sikich is a proud partner of Veruna, a new Agency Management System built native on the Salesforce platform. Since Veruna is built on Salesforce, it not only provides full traditional AMS functionality, but it also harnesses the marketing and sales power of CRM and provides access to a robust ecosystem of third-party applications. In fact, Sikich is no passive partner with Veruna. Members of our team co-founded and were heavily involved in the development of Veruna, thus having in-depth knowledge of the technology and extensive experience with the business requirements of an insurance agency
Case Study: Stratos Wealth PartnersWith Salesforce and Sikich, Stratos was able to streamline operations and empowers client advisors. Learn how Stratos partnered with Sikich to deploy a smart, intelligent system that helps them with their clients.
“The insurance application you developed will go a long way helping our new insurance producers track their numbers and help them grow as insurance agents.”
– Diane Masterson, PaceSetter Regional Sales Manager, State Auto Insurance Companies
HOW Salesforce can help your Organization
Salesforce.com is known to be flexible, customizable and packed with features needed for modern leaders to adapt to the fast-paced business landscape. It can scale from a few people up to enterprise levels, but you need someone who can guide that process with a history of successful technology implementations.
That’s why choosing a partner is the most critical step in the process of adopting a new platform or continuing to support your efforts. When you find the right fit of partner and platform, you help reduce your risks and put your plans on solid ground for the future ahead.
” The Sikich team provided tremendous value by helping us define our business requirements, work through data clean-up/migration efforts, and by building out a solid foundation for Coverys business development efforts, submission tracking and agency management. More so, they enabled an enhanced data visibility/security model, provided in depth training and tailored a solution for our team to evaluate (effectively) how to strategically grow the Salesforce application to support marketing, risk management, agency operations, and claims operations moving forward.”
– James Campbell, Director – Business Development Operations , Coverys
Ready To Get Started?
Learn how Sikich can help you get the most out of your Salesforce implementation.