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Insurance Transforming Insurance Brokerage Software with Salesforce
The insurance brokerage industry has always been dynamic, adapting to new market demands, client expectations, and technological innovations. But with legacy systems holding many brokerages back, the need for a transformation...
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Insurance How Agentforce is Optimizing AI for Insurance Agents
Insurance carriers have been some of the quintessential pioneers of AI, from advanced mathematics modeling in the days of paper policies to machine learning and, in more recent years, artificial intelligence supporting...
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Insurance Mphasis Silverline Partners with AgentSync for Insurance Compliance Solutions
Successfully managing insurance compliance requires diligence, accuracy, and a strict adherence to timeliness. Onboarding, licensing, appointments, and terminations can be extremely labor-intensive, error prone, and expensive...
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Insurance Expert Tips for Successful Insurance Digital Transformation
When it comes to digital maturity, 67% of insurance companies are still stuck at the traditional level according to Forrester’s Future Fit Survey. They aren’t taking advantage of technology to connect their siloed systems and...
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Insurance 7 Strategies for Enhancing Insurance Agent Recruitment
Recruiting and onboarding new insurance agents can be a challenging process for insurance companies. It requires a careful balance between attracting top talent and ensuring that the agents feel engaged and supported from day...
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Financial Services Insurtech Trends Uncovered at ITC Vegas 2023
I had the privilege of attending ITC 2023 in Las Vegas last, gathering with insurance leaders, tech entrepreneurs, investors, and clients to learn about the latest insurtech trends and how technology is helping insurers...
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Insurance How to Improve Customer Experiences in Volatile Markets
Look up “volatile” in the thesaurus, and you’ll likely see synonyms like unstable, unpredictable, and precarious – all of which are perfect adjectives for the flux of today’s markets. Rising inflation and other financial crises...
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Insurance 7 Salesforce Features Empowering Insurance and Underwriting
In the fast-paced world of insurance, staying ahead of the curve is crucial. Salesforce, a leader in customer relationship management (CRM) platforms, has introduced several game-changing features in 2023 to enhance insurance...
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Financial Services How Plaid Helps Customers Securely Connect Financial Accounts
According to Plaid’s third annual Fintech Effect report, consumers rank convenience (54%) and security (38%) as the top factors impacting their decision to adopt a new fintech app. Consumers feel more secure when a...
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Insurance 7 Key Areas to Leverage AI in Insurance Solutions
Between World Tour NYC ‘23 and CNX23 in Chicago, the announcements of Salesforce AI have been a major buzz around the ecosystem. Learning how to apply it to your industry is important due to its transformative potential and...
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Insurance 5 Pressures Facing Auto Insurance Companies (+ How to Deal with Them)
The cost of claims across insurance sectors have been dropping over the past few years, with automation and technology reducing the cost of claims as much as 30%. At the same time though, there’s a host of pressures on auto...
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Insurance The Smarter Approach for Recruiting Insurance Agents and Faster Onboarding
We cannot yet know the long-term implications of the COVID-19 pandemic. The outbreak has presented major challenges to all kinds of financial service businesses as they rush to shift strategies and tactics in response to...
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