CRM Integration
8 posts
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.
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.