Insurance brokers are getting innovative

Some of the most successful insurance agencies and brokerages, like Aon, innovate in the cloud. But salesforce.com isn’t just for the big brokers. Brokers of all sizes, such as boutique agencies Costello & Sons and 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.com 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 CRM insurance broker industry solution works for insurance agencies of all types, but the real power is that it’s easily customized with clicks, not code. Design and configure the application 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

New Web 2.0 and social media technologies make connecting with your customers a snap. Now you can provide seamless self-service and full-service capabilities across multiple channels, such as your Web site, email, phone, and chat.

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

Take a test drive today to experience the power, flexibility, and ease of use that makes salesforce.com so popular with insurance agencies large and small.