The Silverline Blog
Industry insights, Salesforce news, and more
Financial Services
How Legal & General America Built a Foundation for Digital Experiences at Scale
Reading time: 4 minutes
Legal & General is one of the world’s leading multinational financial services companies — and has been since 1836. Headquartered in London, the firm is the ninth-largest global insurer, with more than $1.5 trillion in total assets under management. Legal & General America (LGA), their U.S. division, has provided life insurance and other financial services...
Financial Services
How to Improve the Claims Management Process
Reading time: 4 minutes
What does your claims process look like? Most insurance carriers typically have confusing multi-tiered processes that the average customer struggles to figure out and ignores the emotional journey the claimant is most likely going through. Customers expect digital self-service experiences in everything from food delivery, same-day shipping, to breaking news on social media, they’re going...
Financial Services
A Champion’s Take on Marketing Cloud and Insurance
Reading time: < 1 minute
Silverliner and Salesforce Insurance guru Danielle Laffey recently sat down with Anthony Lamot, the CEO of DESelect, for an episode of their Heroes of Marketing Cloud series. Check out their chat, where they cover all things Marketing Cloud and insurance. Want to work with our great team? We’re hiring!
Financial Services
Salesforce Winter ‘21 Insurance Release Overview
Reading time: 3 minutes
Are you ready for 2021? Salesforce’s winter release comes out starting January 8. I recently had the privilege of sitting down with Tom Everard, Principal Solution Engineer at Salesforce, during my Salesforce for Insurance Trailblazer Community meeting. (That’s just one of the perks of being a Trailblazer Community leader and Salesforce MVP!) Tom distilled the...
Financial Services
3 Big Factors for Your P&C Insurance Digital Transformation
Reading time: 4 minutes
In the span of just a few months, digital transformation went from important to essential. We’ve seen in the last five years how new technology-based players in the property and casualty (P&C) insurance space forced traditional insurers to play catchup. Earlier this year, we talked about how 2020 was the year to invest in digital...
Financial Services
Webinar Recap: Agent Recruiting Retention Engagement
Reading time: 2 minutes
In this webinar, Silverliners Danielle Laffey and Amanda Somma discussed the largest overall business challenges Insurance carriers experience: hiring and developing effective producers. Effective recruiting and onboarding of producing agents, and reducing the time it takes for those agents to begin writing business, is critical for carriers to exert their market presence and blunt the...
Financial Services
Insurers, Are You Using Salesforce to See More ROI on Agents?
Reading time: 3 minutes
It takes a significant amount of time, effort, and resources to secure and onboard an agent before they sell anything. Many carriers have had experiences in which an agent sells one opportunity and then never sells another product. How does a company avoid this loss of ROI? And how can a carrier take an agent...
Financial Services
Delivering an Interactive Onboarding Process for Insurance Agents
Reading time: 2 minutes
So a successful candidate for your insurance agent opening has been moved to the offer stage — great! If you’re already leveraging Salesforce for your candidate community, you can seamlessly onboard new hires. The following are key considerations for automating and personalizing the process. An intuitive onboarding portal An automated email can be sent to...
Financial Services
How to Improve the Application and Interview Process for Carriers and Agents
Reading time: 3 minutes
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...
Financial Services
Why Should Insurance Carriers Integrate Their ATS with Salesforce?
Reading time: 2 minutes
No matter your target hire, to activate your strategy and identify and attract talent, digital tools and intelligent network mining will play critical roles. An appropriate attraction strategy must include social and mobile/SMS strategies to reach and engage key target resources. Your recruiting function may leverage a type of CRM of their own called an...
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