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Financial Services Cloud for Insurance Brokerages includes 10 brokerage credits per user per month. Brokerage credits are shared across the organisation among Financial Services Cloud for Insurance Brokerage users. Additional brokerage credits are available as add-ons at $10,000 per 1,000 brokerage credits.
Financial Services Cloud for Insurance Brokerage is available with Financial Services Cloud Enterprise and Unlimited editions at no extra base SKU charge for the additional functionality. Financial Services Cloud for Insurance Brokerages also includes everything in corresponding editions of Financial Services Cloud, Sales Cloud, and Service Cloud Enterprise and Unlimited Editions. For a comprehensive list of features, please visit our Financial Services Cloud Sales and Service pricing page, Financial Services Cloud Service pricing page, Sales Cloud pricing page, and Service Cloud pricing page.
This page is provided for information purposes only and subject to change. Contact a sales representative for detailed pricing information.
*Financial Services Cloud for Insurance Brokerages includes 10 brokerage credits per user per month. Brokerage credits are shared across the organisation among Financial Services Cloud for Insurance Brokerage users.
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Salesforce has all kinds of add-ons, apps, and additional products to help your company stay ahead in your industry. Call us at 1800-420-7332 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. Keep in touch to a sales representative at 1800-420-7332 to discuss options.
In many cases, Salesforce products integrate directly with many outside applications and systems to help you to connect your data. For those that don’t have built-in integration, like on-premises data sources, you can purchase licences 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 AI 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. Keep in touch to our sales department at 1800-420-7332 to explore Financial Services Cloud pricing and to see what works for your business.
The Financial Services Cloud licence in Financial Services Cloud for Insurance Brokerages is available as Enterprise Edition or Unlimited Edition to match any existing Financial Services Cloud licences your organisation has. This page is provided for information purposes only and subject to change. Contact a sales representative for detailed pricing information.
