Salesforce Insurance Agency Management System Development
More on Salesforce Insurance Agency Management System
Salesforce CRM is the world’s most popular cloud-based customer relationship management system. It is very flexible in terms of customization and also comes with powerful development components and technologies (like Triggers, Workflows, ProcessBuilder, Batch Jobs, Schedulers, Apex, VisualForce / Lightning components, SOQL, REST/SOAP Web Services, Customer Community, etc). In addition, data gets stored over the cloud and remains accessible anywhere with an internet connection. Since the insurance industry is in need of technical simplification, which means instead of using several different applications like Excel, desktop-based insurance management app, quoting tool, accounting app, separate rating app, file storage, manual data transfer, etc, a single platform is a much better alternative, that also over the cloud so no installations are needed. Therefore full-fledged insurance agency management systems are being developed in Salesforce with all the features like ACORD forms (auto-fill), Policy downloads (IVANS), Insurance Accounting, Commission Management (split calculation), Commission Downloads & Reconcile, Security (make available different features according to user role) and TurboRater integration. For document storage, AWS S3 or a similar cloud based solution is a less expensive option. Apart from that software like Conga composer and PowerForms make it easy to send dynamic emails and documents (for esigning). Salesforce makes it possible to call web services in the external systems (like IVANS, ACORD). Considering these factors, Salesforce Insurance Agency Management Systems are gaining enormous popularity. Talk to our development team today at dev@webnersolutions.com to get your own Salesforce agency management system developed or enhanced. You can opt to develop selected features instead of comprehensive AMS, it depends on your need. If you are an agency, you can get the features built according to the needs of your staff.
Originally published at https://webnersolutions.com.
