The Silverline Blog
Industry insights, Salesforce news, and more
Insurance
The Smarter Approach for Recruiting Insurance Agents and Faster Onboarding
Reading time: 2 minutes
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 changing customer needs. For insurance carriers, likely effects of the pandemic will include slower growth, additional pressure on profitability, as...
Insurance
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...
Wealth
Your Wealth Onboarding Process Could Be Better. Here’s How.
Reading time: 3 minutes
Wealth firms and independent advisors have invested heavily in systems & process design to improve their client onboarding processes. Even with that effort, the average time to onboard a new high-net-worth client is 41 days. In that time period, your new clients aren’t merely waiting. They are frequently asked to provide the same information multiple...
Financial Services
5 Ways to Improve Your Wealth Advisor Onboarding Process
Reading time: 4 minutes
The average financial advisor in the United States is more than 50 years old; only 5% are under the age of 30. With more than half of advisors spending as much time planning their own retirement as they plan for their clients’ retirement, the table is set for a massive disruption in existing advisor/client relationships. ...
Insurance
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...
Insurance
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...
Insurance
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...