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Lessons from Implementing Salesforce in the Insurance Industry We’ve learned a lot helping insurers transform their businesses with Salesforce. Here are our top tips for success: 1??Get leadership on board early: Senior leaders and managers should be involved from day one—they set the tone for success. 2?? Start small: Don’t solve every problem right away. Focus on a few key use cases, master them, and scale from there. 3?? Train like it’s your superpower: You can’t overdo training. It’s the key to adoption and long-term success. 4?? Plan around busy seasons: Timing matters. Avoid starting big initiatives when key players may be unavailable. 5?? Integrate, integrate, integrate: Connected systems mean less double data entry, better data quality, and happier users. Salesforce is a game-changer for insurance, but the secret is starting smart and building strong habits. What’s your biggest Salesforce tip? ?? #Salesforce #InsuranceInnovation #CRM #DigitalTransformation #Leadership #SystemIntegration #Training

Discover these 5 secrets for FMLs, FMOs & NMOs! From recruiting to turbocharged CRM setups, we've got you covered. ???? #SalesforceSecrets #AgentManagement #CRM

Salesforce Cases makes it easy to manage and track every interaction with your agent network. ?? Support requests can be created automatically when you receive an email or chat request and either be automatically assigned to someone or go into a queue. Ensure nothing ever slips through the cracks and get visibility to the workload of your team, how long it takes to respond, type of requests and which agents are the noisiest! Now you can start planning for which requests you want to automate using artificial intelligence! ?? #Salesforce #InsuranceTech #CRM #CustomerSupport #AI #Automation #Productivity #DigitalTransformation

Lessons from Implementing Salesforce in the Insurance Industry We’ve learned a lot helping insurers transform their businesses with Salesforce. Here are our top tips for success: 1??Get leadership on board early: Senior leaders and managers should be involved from day one—they set the tone for success. 2?? Start small: Don’t solve every problem right away. Focus on a few key use cases, master them, and scale from there. 3?? Train like it’s your superpower: You can’t overdo training. It’s the key to adoption and long-term success. 4?? Plan around busy seasons: Timing matters. Avoid starting big initiatives when key players may be unavailable. 5?? Integrate, integrate, integrate: Connected systems mean less double data entry, better data quality, and happier users. Salesforce is a game-changer for insurance, but the secret is starting smart and building strong habits. What’s your biggest Salesforce tip? ?? #Salesforce #InsuranceInnovation #CRM #DigitalTransformation #Leadership #SystemIntegration #Training

Salesforce Cases makes it easy to manage and track every interaction with your agent network. ?? Support requests can be created automatically when you receive an email or chat request and either be automatically assigned to someone or go into a queue. Ensure nothing ever slips through the cracks and get visibility to the workload of your team, how long it takes to respond, type of requests and which agents are the noisiest! Now you can start planning for which requests you want to automate using artificial intelligence! ?? #Salesforce #InsuranceTech #CRM #CustomerSupport #AI #Automation #Productivity #DigitalTransformation

?? Are you struggling to onboard new agents & agencies with endless emails, calls, faxes, and PDFs? It doesn’t have to be this way. There is a smarter way! Imagine this: agents or agencies enter information just once through a portal, and it flows seamlessly through all your processes. No repeated data entry. No missed steps. No unnecessary emails back and forth. With Salesforce, we set up systems that not only handle sensitive information securely but also make uploading documents or images simple and modern. It’s all about creating a smooth, world-class experience for your distribution network. ?? This all helps get off on the right foot with agents & agencies from day one. Want to learn how to make this your new reality? Let’s connect! ??

Elevate your agency above the competition with these 5 Salesforce strategies! ?? Don't just meet expectations, exceed them! Implement live chat on your website for instant customer support, keep your promises by calling and following up when you say you will, and utilize digital forms and e-signatures for a seamless customer experience. Allow customers self-service options through a portal for added convenience. ?? If you want to stay ahead in the game, it's time to level up your Salesforce game! ???? #ElevateYourAgency #SalesforceStrategies #CustomerSatisfaction

AI Notetakers are the best. They will save you so much time, ensure you don't miss anything and improve communication with your team. One of the tricks we use is to have our project team watch previous sales meetings before they start the project. This ensures the customers don't have to repeat themselves and our team is fully up to speed. And best of all, it all writes back to your CRM automatically!

Learn how you can use daily metrics to outreach efforts—calls, emails, and meetings— and see real activity and results in insurance agencies or brokerage business. If you found this useful, please follow along for more tips and tricks for insurance technology. #insurance #tech

Check out these 5 expert secrets for successful FMLs, FMOs, and NMOs. From optimizing recruitment strategies to setting up a turbocharged CRM system, we've got all your bases covered. Whether you're looking to enhance your agent management skills or elevate your CRM game, this video is a must-watch. Don't miss out on these valuable insights! #SalesforceSecrets #AgentManagement #CRM