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

Insurance Articles

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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