Take a proactive stance with sales
In today’s competitive environment, insurance providers need a sales pipeline that offers efficiency for managing their existing book of business, as well as new business and renewals. They need to know if producers are actively working their leads and prospects, what products their prospects have today, or when the prospect is up for renewal. They also need visibility into the size of the opportunity in terms of number of lives, face value, and commission. These are all key pieces of information that are effortless to access through Salesforce.
Whether you sell commercial insurance, personal lines, property and casualty, or specialty products — either direct or through independent agents and brokers — ShellBlack can help you:
- Formalize your sales processes
- Automate workflows to be sure you are responding to opportunities on a professional and timely basis
- Log quotes coming from carriers
- Manage the RFP process
- Track and store underwriting documentation for compliance and risk management
- Leverage dashboards to monitor your team’s production and workload (and its seasonality)
Make customer service second nature
Exceptional client service is just as important as sales — perhaps even more so, since it’s essential to keeping the business you’ve worked hard to earn. From claims management to answering questions about employee eligibility or policy coverage, ShellBlack can utilize the Service Cloud to stay on top of these requests, route them to the right people, and respond in a timely fashion. We can also help you leverage an online community with a knowledge base to let your customers quickly find answers to common questions or manage open enrollment.
Explore Salesforce integration options
For larger firms, integrating via the Salesforce application programming interface (API) with your data warehouse or an agency management system (AMS) such as Vertafore AIM, AMS360, Applied Epic, BenefitPoint, or Sagitta may be needed. We can develop tailored solutions for your agency.
Nurture relationships with marketing automation
ShellBlack can help you stay top of mind with your prospects and customers with marketing automation. From lead nurturing and onboarding journeys to renewal messaging and thought leadership initiatives, automation makes it effortless.