Salesforce and Insurance System Integration

Salesforce provides a number of built-in capabilities that are suitable for insurance companies. They have released an Insurance CRM that is specifically designed to streamline insurance operations. Salesforce’s CRM, when integrated with a smart payment system like Chargent, helps manage your customers and policies in a simple way.

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Our Integration Services Include:

  • Developing insurance system integrations with specific partner tools.
  • Insurance system data conversion to the Salesforce model
  • Returning Salesforce data to an Insurance system
  • Using transported data to streamline your workflows

Benefits of Salesforce and Construction Management System Integration

Organized Data

This allows you to get familiar with your prospects and what they’re looking for. A lead capture form can be set up which often asks visitors to pen down what they’re looking for and their general information.

Understanding of Customers

Salesforce helps you to maintain track of each policyholder’s information, including policy details, payment history, contact information, and more. Any manager in your company may access this data, ensuring that staff has all of the information they need in one location when dealing with present or future clients.

Making Customer Experienece Better

Businesses may use Salesforce’s Insurance CRM to improve their processes and provide a better client experience. Agents may address the most important issues first, providing timely service for each customer, thanks to Intelligent Task Prioritization. It also notifies agents of significant customer life events, which they may use to generate extra sales.
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Integrate Salesforce with any Insurance System


Acord is a non-profit, industry-owned organization that promotes the global insurance industry’s success by facilitating the flow of data and information among all insurance stakeholders by developing relevant and timely information systems. Once it is integrated with salesforce it can give better customer insights with the possibility of making errors.

Why Choose Us?

Our team of Certified Salesforce Consultants includes Software Engineers, Technical Architects, Business Analysts, Project Managers, Quality Assurance Engineers, and Certified Developers. that ensures our clients are utilizing the complete potential of Salesforce by providing them tailored-made solutions. Rolustech has been working with Salesforce and similar technologies for many years. Many of our consultants have worked in the transportation and logistics sector and understand what it’s like to be in your position.

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