With more than half of insurance firms using three or more systems to engage with customers, brokerages are seeking a way to break free from the constraints of legacy systems and improve the efficiency of their operations. Financial Services Cloud for Insurance Brokerages solves these challenges by bringing producers and account managers together on a single, seamless platform, enabling real-time collaboration and delivering a cohesive, personalized client experience.

This new, AI-powered solution helps brokerages automate processes, deepen client relationships, and drive growth by:

• Transforming the broker of record (BOR) onboarding process into a connected, client-centric experience while equipping staff with the ability to forecast a potential lost BOR and save business at scale
• Simplifying account management by keeping relationship data and analytics in one place to better serve clients, reducing handle times and making new representatives more efficient with generative AI
• Improving retention via simplified policy management with a purpose-built data model with lifecycle business processes for renewing and canceling policies
• Streamlining producer splits with a library of reusable definitions based on named producers or roles and tracking expected revenue to compare with actual commission statements

Join our webinar to check out our latest innovation for Financial Services Cloud and see a demo of how insurance brokerages can stand out in a highly competitive market by using real-time data, CRM and AI on a single platform to increase efficiency and reduce operational costs.