Insurance agency


Insurance brokers are getting innovative

Brokers of all sizes—from big brokers to boutique agencies—leverage the enterprise-class Salesforce solution to manage their customer relationships with ease and flexibility in the cloud.

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I often look at what we are doing
and wonder why more agencies aren't
running their businesses in the cloud.
Signature Personal Insurance
Salesforce customers for insurance agencies

Salesforce for Insurance Agency

Some of the most successful insurance agencies and brokerages, like Aon and Starr Companies, innovate in the cloud. But Salesforce isn't just for the big brokers. Brokers of all sizes, including boutique agencies like Signature Personal Insurance, leverage the same enterprise-class platform to manage their customer relationships with ease and flexibility in the cloud.

Run your agency in the cloud

Producers love Salesforce because it's as easy to use as the consumer Web. It's accessible anytime, anywhere through a Web browser and on mobile devices. Give your producers access to prospect information, contact history, submissions, and policies from the field. Plus, they can log calls or meeting notes right from a BlackBerry or iPhone. The cloud frees you from the distractions of IT infrastructure, and our subscription model means you pay only for what you need.

Work the way you want

We know that you're not like everyone else. The Salesforce insurance broker industry solution works for agencies of all types, but the real power is that it's easily customized with clicks, not code. Design and configure it to reflect your organization's unique needs, and add new processes and improvements as your business changes with the market.

Connect with customers and carriers

Social media makes connecting with your customers a snap. Now you can provide seamless self-service and full-service capabilities across multiple channels, including the Web, email, phone, and chat.

Since dozens of leading carriers already use Salesforce, you can connect in the cloud using Salesforce to Salesforce. And the Salesforce insurance broker industry solution is built using ACORD models so you can seamlessly integrate with third-party and other agency management systems.