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Learn moreFinancial Services Cloud for Insurance Brokerages Pricing
Get a complete view of the customer across producers and account managers
First, discover Financial Services Cloud for Insurance Brokerages.
Financial Services Cloud for Insurance Brokerages brokerage credits are available as add-ons at $10,000 per 1,000 brokerage credits.
Financial Services Cloud for Insurance Brokerages
The best of Salesforce for insurance brokers.
Included with Financial Services Cloud Sales, Service, and CRM Advanced and Max editions
- Insurance Brokerage-Specific Data Models and Workflows using Sales Cloud and Service Cloud Core Edition as a Foundation
- Single Pane of Glass for Producers and Account Managers
- Commission Processing, Agency Billing, and Policy Servicing
Financial Services Cloud Insurance Brokerage is included with Financial Services Cloud Advanced and Max editions. Financial Services Cloud for Insurance Brokerages also includes everything in corresponding editions of Financial Services Cloud, Sales Cloud, and Service Cloud Core and Advanced Editions. For a comprehensive list of features, please visit our Financial Services Cloud Sales and Service pricing page, Financial Services Cloud Service pricing page, Financial Services Cloud Sales pricing page, Sales Cloud pricing page, and Service Cloud pricing page.
Compare top features.
This page is provided for information purposes only and subject to change. Contact a sales representative for detailed pricing information.
Next, choose the Success Plan that's right for you
From resources to embedded experts, get the right level of support and expert guidance for your business.
Premier Success Plan
Fast-track your success now with easy and expert guidance.
Included in all licenses
- Access to 24/7 support
- Expert coaching and education
- Tailored assessments
Signature Success Plan
Maximize ROI with proactive, personalized expertise.
Contact your account executive
- Designated technical account manager
- Proactive monitoring
- Key event management
- Fastest 24/7 support response times
Extend the power of Financial Services Cloud for Insurance Brokerages with these related apps and add-ons.
Financial Services Cloud
Unify customer experiences across channels, geographies, and both consumer and commercial lines of business.
Agentforce for Financial Services
Fuel efficiency and drive superior customer service 24/7 with Agentforce.
Data 360
Activate all your customer data across Salesforce applications.
MuleSoft
Speed up project delivery with a comprehensive toolset for integrations, APIs, and automation.
Marketing Cloud
Personalize customer experiences and optimize each campaign with data-first solutions for any channel and device.
Revenue Cloud Billing
Unify selling and billing for a seamless customer experience. Work from a single revenue platform to reduce errors and accelerate cash flow. Support billing operations and self-service with agents to improve efficiency and reduce costs. Automate invoicing and financial accounting in CRM. Integrate flexibly with ERP systems.
Find your path to AI success with the right experts and apps
Leverage Professional Services and Salesforce Certified Partners for the expertise, agents, and apps needed to unlock your data and secure long-term AI success. Depending on your unique needs, engaging one or both can maximize your ROI.
Professional Services
Realize value quickly and become self-sufficient with Salesforce.
Partners
Connect with agents, apps, and experts to build and grow your business with AI and Salesforce.
Ready to take the next step with the world’s #1 AI CRM for insurance?
Start your trial.
Try Financial Services Cloud free for 30 days. No credit card. No installations.
Talk to an expert.
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Watch a demo.
Learn how Salesforce for financial services empowers customers' financial success.
Financial Services Cloud for Insurance Brokerages Pricing FAQ
Salesforce has all kinds of add-ons, apps, and additional products to help your company stay ahead in your industry. Call us at 1-800-664-9073 to discuss Financial Services Cloud for Insurance Brokerages pricing and the kind of products you’re looking to add.
We know things don’t always go according to plan, and we’re here and will try our best to support. Reach out to a sales representative at 1-800-664-9073 to discuss options.
In many cases, Salesforce products integrate directly with many outside applications and systems to help you connect your data. For those that don’t have built-in integration, like on-premises data sources, you can purchase licenses of MuleSoft, work with our integration partners, or use apps on AgentExchange.
Talk to a sales representative to get an idea of what integration solution works best with the Salesforce products you use.
We offer several advisory, adoption, and support plans to our customers. To learn more, visit Success Cloud.
Financial Services Cloud is world’s #1 Agentic CRM for financial services that unlocks data from core banking, wealth, and insurance platforms and unifies it around the customer. Financial Services Cloud for Insurance Brokerages connects producers and account managers on a flexible, client-centric platform designed for insurance brokerages to build upon. Unify siloed data, automate routine processes with Agentforce agents, and create tailored objects and work flows that accommodate your business’ needs.
You can add products or upgrade at any time, but some products may need to scale together. Reach out to our sales department at 1-800-664-9073 to explore Financial Services Cloud pricing and to see what works for your business.
This page is provided for information purposes only and subject to change. Contact a sales representative for detailed pricing information.