Salesforce AppExchange Solutions for Agents and Brokers

Agents and BrokersWith millions of installs from the selection of thousands of applications available on the Salesforce AppExchange, insurance agents and brokers now have an array of choices to select from in order to orchestrate business on the Force.com platform.

Here are three must-have Salesforce AppExchange solutions for agents and brokers:

eSignatures

While traditional agency management systems are just starting to announce a strategy to bring eSignature integration to their solution, offerings like DocuSign have been integrated and readily available to Salesforce users for years…no announcement that “it’s coming”…it’s already there.  The power of the platform allows users to easily send documents for signature or secure a signature in person from an iPad from within the Salesforce1 app.  Yes, it’s that easy.

 

ACORD Form Integration

Speaking of signatures, how about a solution that allows a producer to collect application data into their tablet device via Salesforce1 and then create a prefilled ACORD application for electronic signature?  Yes, that too is now available in the AppExchange with RevOn Insurance eForms.  From the initiation of a new prospect, to the sale of the first policy, Salesforce.com users can now create prefilled ACORD forms to simplify their workflows and reduce re-entry.  The prefilled ACORD form can even be imported into some of the leading comparative rating solutions for quoting purposes, which is a plus.   In addition, agents and brokers can now prefill and present ACORD forms with carrier download policy data within Salesforce, utilizing the companion product RevOn Agency Connect.

 

Document Management

Similar to your options for choosing an eSignature, the Salesforce AppExchange offers numerous options for document management services.  With offerings like Box, Dropbox, Google Drive you can centralize client artifacts (pictures, loss runs, financial reports etc.) in a central location for quick access to manage and update content from within Salesforce.  It includes the option to manage versions and the flexibility for users to access their content from anywhere.  You can share documents easily and securely with anyone, including carriers, clients, or your own internal team.

 

These are just a few of the AppExchange options available to agents and brokers that are changing their cultures to be more sales focused by investing in Salesforce.com.  With all the combination of offerings that are now available on Force.com, the ecosystem is a viable alternative for forward-thinking insurance professionals that are looking for contemporary solutions to achieve a true sales culture and engage with their clients.

 

For more information on how Revolution Group’s Salesforce Services Division can help you find solutions that work for your business, call us at 614-212-1111 or fill out the form below. To learn about Revolution Group’s solution to insurance eForms, check out our blog, “Revolution Group Launches RevON Insurance eForms.

About Mike Ravagnani

Mike was raised in Akron, OH and is married with 4 kids, a bearded dragon and a hermit crab. He came to us with Consulting, Developer and Data Analysis experience.In his free time Mike enjoys hiking, kayaking, being outside and Boy Scouts, serving as Cubmaster of the local pack for the past seven years.