Insurance results, built on Salesforce.
We work in financial services, where client data is highly sensitive. Our clients prefer to stay anonymous. Get in touch if you'd like to hear more about any of these projects.
Workers Comp Carrier Automates Agent Licensing
A workers compensation carrier needed to streamline their agent licensure process. We built a Salesforce-to-Salesforce integration with AgentSync to automate agent records synchronization and eliminate manual data entry across systems.
Trucking Insurance Agency Achieves 600% Growth
A specialist insurance agency focused on the trucking industry needed better operational visibility. We customized Salesforce Sales Cloud and integrated it with their Veruna AMS for a complete view of their business.
Medicare Agency Scales Call Center from 20 to 200+ Agents
A Medicare Advantage-focused company needed to scale their call center operations rapidly. We implemented Salesforce with multiple integrations to support growth from a small team to a large-scale operation.
National FMO Transitions from Legacy System to Salesforce FSC
A national FMO needed to move off a home-built legacy system. We migrated them to Salesforce Financial Services Cloud and built a TitanWeb agent portal integrated with AgentSync.
FMO Cuts Commission Processing from 4 Hours to 45 Minutes
An FMO was spending 4 hours per carrier processing commissions in AgencyBloc. We moved them to Salesforce FSC, built an agent onboarding portal, and automated commission calculations.
Top 100 Broker Migrates from TechCanary to Sales Cloud
A Top 100 broker needed to get off TechCanary before their renewal deadline. We migrated them to Sales Cloud and connected it to AMS360 via MuleSoft in time.
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