The Silverline BlogExpert Salesforce tips & tricks, articles and musings. Sprinkled with fun.

Author: Mike Piehl

Digital Transformation in Insurance Quote to Issue

Financial Services

Now, more than ever before, prospective clients have higher expectations of Insurers. In many cases, especially in direct-to-client distribution models, the first meaningful interaction between the applicant and carrier is a quote. So that quote needs to provide more than just numbers, it needs to provide an experience — and a good one at that. Applicants used to expect a web-based interaction where they provided a small amount of information and an agent would contact…
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