insurance powered by salesforce
innovation for carriers, brokers, and agencies
In the highly competitive and highly regulated world of insurance, staying ahead of the curve is essential. That’s why we’ve built our team with experts from the insurance carrier, broker, and agency space to deliver impactful Salesforce solutions that improve efficiencies, increase market share, and differentiate through innovation. We understand the unique challenges that insurance companies face, from policy management to claims processing. Our customized Salesforce solutions are tailored to address these challenges, allowing you to streamline operations, enhance client relationships, and improve efficiency.
DISTRIBUTION MANAGEMENT
Onboard, manage, and engage your distribution network and keep your products top of mind with the Salesforce platform.
CLAIMS AND POLICY SERVICE
Leverage the latest in Salesforce Industries technology to manage claims, renewals, and policies.
SALES AUTOMATION
Accelerate your pipeline and bring clarity to your forecasts with the world’s most trusted CRM solution.
salesforce product expertise
INDUSTRY PRODUCTS
successful Salesforce projects completed
customer satisfaction
Salesforce certifications completed
Client success Stories
Insurance Broker Develops Agent Portal
Ascend leads Midwest Captive Manager in enhancing agents’ experience by implementing a portal for distribution engagement.
Insurance
500-1,000 Employees
Midwest
Challenges
- Inconsistent branding between existing portal solution and website
- Limited documentation functionality for agents
- Ineffective communication channel options between captive agents, broker, and TPA
- Non-compliance with government privacy regulations
Solution
- Implemented Experience Cloud consistent with website branding
- Integrated Chatter and Salesforce Surveys to create a line of open communication between captive agents, brokers, and TPAs
- Optimized data security, document repository, managing data through Experience Cloud
Outcome
- Streamlined communications for better relationship building between agents, brokers, and TPA
- Improved agent experience leading to increased engagement
- Gained ability to manage data and documents in an interactive way
Insurance Carrier Thrives with Agent Portal
Ascend implements foundational Financial Services Cloud and Experience Cloud solution for enhancing distribution partner relations, positioning company for future growth
Insurance 1,000-5,000 EmployeesMidwest
Challenges
- Lack of consistent data between recruiting, contracting, wholesales, and new business
- Inefficient processes resulting in agent recruiting, sales, and service delays
- Inconsistent onboarding and service experience for distribution partners
- Lack of visibility into key metrics related to distribution partners
Solution
- Migrated data and features from Sales Cloud to Financial Services Cloud for sales and service
- Developed process improvements to leverage out-of-the-box FSC functionality
- Implemented Experience Cloud for automated communication and visibility into agent appointment and onboarding status as well as policy service
Outcome
- Enhanced agent experience through self-service portal and automated communications
- Eliminated data silos across all departments creating ability to make decisions based on clean relevant data
- Improved user adoption for sales and service due to access to consistent data across business units
- Positioned company to aggressively pursue additional roadmap items, including expansion of FSC and implementation of Marketing Cloud
schedule a free consultation
If you are looking for an experienced Salesforce team that understands your industry, technology, and successful execution, fill out the form to set up a free initial consultation.
Continue Exploring
Datasheet: Salesforce Advisory Services
Webinar: Salesforce Managed Services
Datasheet: Salesforce Embedded Experts
