Financial Services
How to Improve the Application and Interview Process for Carriers and Agents
Mining Salesforce, your next insurance agent candidates may already be contacts in your database. Building a contact conversion capability can easily make any contact in Salesforce into a candidate for hire. It is important to build a new workflow so as to not confuse your relationship or put a sale at risk; beyond that, the...
Salesforce Platform
Webinar Recap: Salesforce User Adoption Best Practices for the Insurance Industry
Outside of my work with Silverline, I run the Trailblazer Insurance Community group for Salesforce. I recently had the privilege of hosting Dreamforce speakers Yves Stewart and Skye Tyler at the Salesforce for Insurance Trailblazer Community group meeting to talk about User Adoption. During the Dreamforce ‘19 Circle of Success for Insurance session, we asked...
Financial Services
Dreamforce ’19 Know Before You Go: An Insider’s Insurance Edition
As Silverline’s Principal for Insurance Solution and co-leader of the Salesforce Insurance Community Group, I’m looking forward to everything Dreamforce 2019 has in store for those in the insurance space. I’ve highlighted everything you need to know to make the most of #DF19: tips, tricks, and must-see financial services and insurance sessions. My tips...
Financial Services
Get to Know the Insurance-Focused Updates to Financial Services Cloud
It’s an exciting time in insurance technology! On September 24, Salesforce announced an insurance-focused extension to its Financial Services Cloud. New enhancements are designed to help insurers to strengthen relationships with policyholders and include a 360-degree view of each customer across all lines of business. These new capabilities also provide insurers with expanded functionality designed...