Get up and running on Salesforce faster, smarter, and with industry-specific precision.
Sikich’s Salesforce HeadStart for Insurance is a purpose-built, accelerated solution designed to help insurance organizations launch Salesforce with confidence and speed. Whether you’re an insurance agency looking to streamline client relationships or an insurance intermediary (MGA or wholesaler) managing agency networks and submissions, HeadStart gives you a strategic jumpstart, reducing implementation time from months to weeks.
With pre-configured frameworks for Sales Cloud and Financial Services Cloud, HeadStart delivers immediate value with the flexibility to evolve alongside your business.
HeadStart for Insurance Agencies
Designed specifically for insurance agencies, this solution helps you modernize sales, service, and marketing processes by delivering a ready-to-use Salesforce environment optimized for lead and opportunity management, policy renewals, and customer insights.
Key Features:
- Prebuilt Reports & Dashboards: Get instant visibility into sales, renewals, and customer behavior.
- Insurance-Specific Data Capture: Track leads, accounts, opportunities, and support cases.
- Customizable Renewal Flow: Streamline policy lifecycle management.
- Submission & Commission Tracking: Improve payout accuracy and operational transparency.
- Built-In Compliance: Structured workflows support data security and regulatory adherence.
Why Agencies Choose HeadStart
- Accelerate go-live timelines
- Lower cost of implementation
- Eliminate manual configurations
- Improve collaboration across sales and service teams
- Scale as your agency grows
HeadStart for Insurance Intermediaries
Engineered for the needs of Managing General Agents (MGAs) and wholesalers, this version of HeadStart simplifies the complex dynamics of managing appointed agencies, submission workflows, and commission structures, empowering you to focus on growth and efficiency.
Key Features:
- Agency Appointment Management: Track and manage agency onboarding and performance.
- Submission Lifecycle Tracking: Monitor progress from submission to policy issuance.
- Commission Rule Tracking: Ensure accurate payouts to agencies and partners.
- Custom Analytics: Gain actionable insights into production trends and agency performance.
- Compliance-Ready Workflows: Support secure data practices and evolving regulations.
Why Intermediaries Choose HeadStart:
- Manage complex agency relationships with ease
- Automate submission and quoting processes
- Enhance underwriting visibility and team alignment
- Support long-term scalability and integration
Go Beyond Implementation with Expert Salesforce Services
Sikich provides end-to-end support to help you get the most from Salesforce long after go-live.
- Self-Service Portals & Websites
- Third-Party Data & Carrier Integrations
- Rating & Quoting Services
- Lead Capture & Sales Enablement Tools
- Document Generation & e-Signature
- Accounting & AMS Integrations
- Digital Marketing & Campaign Management
- AI-Powered Sales & Service Tools
- Full Policy, Billing & Claims Support
Why Sikich?
With decades of experience in the insurance industry and deep Salesforce expertise, Sikich is your partner in digital transformation. Our proven frameworks, industry-specific accelerators, and ongoing strategic guidance ensure your Salesforce environment delivers measurable results for your business today, tomorrow, and into the future.
