What we're learning building Salesforce for the insurance industry
Financial Services Cloud for Insurance: Feature Breakdown vs Custom Objects
A practical breakdown of what Salesforce Financial Services Cloud includes for insurance firms, and what you'd need to build yourself if you went the custom objects route instead.
Connecting Applied Epic to Salesforce: The Real Story
Two paths, real costs, and what we've actually learned after implementing this integration for multiple agencies.
Hipten and PipeLaunch Partnership
HipTen partners with PipeLaunch to automate prospecting and data enrichment for Salesforce users.
5 Salesforce Strategies to Elevate Your Agency Above the Competition
Five practical Salesforce strategies insurance agencies can use to stand out, from live chat to self-service portals.
Turbocharge Your Insurance Firm's Cold Outreach: Mastering Salesforce Sales Engagement
How insurance agencies can use Salesforce Sales Engagement to systematize cold outreach and boost producer productivity.
Unlocking the Power of Salesforce: 5 Secrets for Transforming Agent Management in the Insurance Industry
Five Salesforce strategies for FMOs and MGAs to improve agent recruiting, onboarding, compliance, and support.
Handling Submissions using Salesforce: Streamline, Prioritize, and Win More Business!
How carriers and MGAs can use Salesforce to manage insurance submissions, automate workflows, and track underwriter performance.
Streamline Your Niche Insurance Business with Salesforce
How Salesforce helps agencies selling specialized insurance lines like aviation and film equipment manage unique data needs.
5 Essential Lessons for Implementing Salesforce in Insurance
Five lessons learned from Salesforce implementations in insurance, covering leadership buy-in, phased rollouts, and training.
5 Ways Salesforce CRM Can Supercharge Your AMS
Five reasons to pair Salesforce CRM with your insurance agency management system for better customization, reporting, and pipeline visibility.
Breaking Free from Vendor Lock-In: Why Data Accessibility Matters in Insurance Technology
Why insurance agencies should demand data portability from their tech vendors and how Salesforce handles data exports.
Ensuring Compliance When Selling Medicare: The Importance of Call Recording for 10 Years
Medicare call centers must retain call recordings for 10 years. Here is how to meet that requirement with Salesforce.
How to Route Calls to Licensed Insurance Agents
Use Salesforce and AgentSync to automatically route inbound calls to properly licensed insurance agents by state and product.
How to get IVANS Download into Salesforce
Three approaches for getting IVANS download data into Salesforce, from native AMS options to custom API integrations.
5 Ways to Attract Young, Hungry Insurance Producers to your Agency
Five strategies for insurance agencies to recruit top young talent, from CRM upgrades to better job ads.
Paperless In Minutes: Transform Your Agency With EasySend
How EasySend's no-code platform helps insurance agencies digitize paperwork and integrate with Salesforce in minutes.
HipTen Partners with AMS Innovator Veruna
HipTen announces its implementation partnership with Veruna, a Salesforce-native agency management system.
Pardot vs. Marketing Cloud: What's the difference?
A comparison of Salesforce Pardot (now Marketing Cloud Account Engagement) and Marketing Cloud for B2B vs B2C use cases.
Broker Portals: Why Go Digital?
Why insurance agencies should adopt digital broker and customer portals, with five benefits of self-service and Salesforce as a platform.
How Insurance Agents Can Prevent COVID-19 Burnout
Five practical tips for insurance agents to manage stress and avoid burnout during high-volume periods.
Insurance Companies Respond to COVID-19
How major insurers like Liberty, State Farm, Geico, and Allstate stepped up with relief programs during COVID-19.
Small Business In A Crisis: Funding and Support Programs to Get You Through COVID-19
A roundup of SBA loans, grants, and alternative funding sources available to small businesses during the COVID-19 pandemic.
Insurance Industry Game Changer: Salesforce To Acquire Vlocity
Salesforce's 2020 acquisition of Vlocity and what it means for insurance carriers, agents, and digital transformation.
Crisis Communication And Insurance: 4 Ways To Bridge The Gap
Four practical ways insurance companies can improve communication with agents and clients during a crisis.
5 Reasons Insurance Companies Should Be Using Salesforce
Five key reasons insurance companies benefit from Salesforce, from streamlined data to automated workflows.
Dreamforce 2019 Learnings
Key takeaways from Dreamforce 2019 including Financial Services Cloud for Insurance, Einstein AI, and Service Cloud Voice.
Salesforce for Insurance Companies: Loss Control
How Salesforce supports insurance loss control with account management, field service, and business intelligence.
How do you Build a List in Pardot?
A step-by-step guide to creating segmented lists in Pardot, including dynamic, public, and CRM-visible list types.
Pardot Lead Source: Why is the Field Empty?
Why your Pardot lead source field may be empty and how accurate source data impacts marketing ROI.
CRM Integration for Your Insurance Company
Why insurance companies need Salesforce CRM integration for better tracking, records management, and competitive advantage.
Summer 2019 Salesforce Updates
Highlights from the Summer 2019 Salesforce release including free surveys, enhanced related lists, and iPad support.
Benefits of a Self Service Portal for Insurance Companies
Five benefits of Salesforce self-service portals for insurance companies, from cost reduction to improved customer experience.
5 Ways to Improve Customer Support for Insurance Companies
Five practical strategies for insurance companies to improve customer support using digital tools and Salesforce CRM.
Insurance Policy Number Management Made Easy
How online policy management systems in Salesforce benefit both insurance customers and companies.
Pardot Lightning App
How the Pardot Lightning app integrates marketing tools directly into the Salesforce user interface.
Three awesome features from the Winter '19 release you need to know about
Three standout Salesforce Winter '19 features: Pardot Lightning Experience, list view search, and display density settings.
Pardot for SaaS
How SaaS companies can use Pardot beyond lead nurturing for education campaigns, re-engagement, and activity tracking.
Pardot: Visitors to Prospects, How they Convert
Understanding the difference between Pardot visitors and prospects, and four ways to convert anonymous traffic into leads.
Pardot: Importing & Manually Adding Prospects
Two methods for adding prospects to Pardot: manual entry for individual contacts and bulk import for larger lists.
Clean Data is key!
Why clean Salesforce data matters and how data enrichment tools like Data.com can fix duplicate and incomplete records.