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Learn moreFinancial Services Cloud for Insurance Brokerages for Sales and Service Edition Pricing
Get a complete view of the customer across producers and account managers
First, choose the right Financial Services Cloud for Insurance Brokerages edition for your business needs.
Financial Services Cloud for Insurance Brokerages includes 10 brokerage credits per user per month. Brokerage credits are shared across the org among Financial Services Cloud for Insurance Brokerage users. Additional brokerage credits available as add-ons at $10,000 per 1,000 brokerage credits.
Insurance Brokerage Sales and Service Enterprise
The insurance brokerage CRM for service with built-in AI.
$
350
USD/User/Month
(Billed annually)
- Industry-Specific Data Models using Sales Cloud Enterprise Edition as a foundation
- Actionable Segmentation for Efficient Outreach
- Financial Goals and Plans to Empower Your Customers’ Financial Success
Insurance Brokerage Sales and Service Unlimited
The financial services CRM for sales with even more advanced capabilities and support.
$
525
USD/User/Month
(Billed annually)
- Built on Sales Cloud Unlimited Edition for more predictive AI
- Additional automation capacity
- Premier Success Plan and Full Sandbox
Financial Services Cloud Agentforce 1 Sales
The best of Salesforce Sales for bankers, advisors, and brokers.
$
750
USD/User/Month
(Billed annually)
- Everything in Unlimited, plus Performance Management, Scheduler, Enablement, and Team Collaboration with Slack
- Connect Salesforce and External Data with Data Cloud and Financial Services Cloud Intelligence
- Flex Credits for Agentforce
Financial Services Cloud Agentforce 1 Service
The best of Salesforce Service for financial services, contact centers, and service operations.
$
750
USD/User/Month
(Billed annually)
- Everything in Unlimited plus Digital Engagement, Scheduler, and Team Collaboration with Slack
- Connect Salesforce and External Data with Data Cloud and Financial Services Cloud Intelligence
- Flex Credits for Agentforce
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 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 - Sales and Service also includes everything in corresponding editions of Financial Services Cloud Service, Sales Cloud, and Service Cloud Enterprise and Unlimited Editions. For a comprehensive list of features, please visit our Financial Services Cloud Services pricing pages, Sales Cloud pricing page, and Service Cloud pricing page.
Compare editions and top features.
Financial Services Cloud for Insurance Brokerages - Sales and Service also includes everything in corresponding editions of Financial Services Cloud Service, Sales Cloud, and Service Cloud Enterprise and Unlimited Editions. For a comprehensive list of features, please visit our Financial Services Cloud Service pricing page, Sales Cloud pricing page, and Service Cloud pricing page.
*Financial Services Cloud for Insurance Brokerages includes 10 brokerage credits per user per month. Brokerage credits are shared across the org among Financial Services Cloud for Insurance Brokerage users.
Extend the power of Financial Services Cloud for Insurance Brokerages with these related apps and add-ons.
Financial Services Cloud
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Agentforce for Financial Services
Fuel efficiency and drive superior customer service 24/7 with Agentforce.
Data Cloud
Activate all your customer data across Salesforce applications.
Marketing Cloud
Personalize customer experiences and optimize each campaign with data-first solutions for any channel and device.
Financial Services Cloud Agentforce 1 Service
The best of Salesforce Service for financial services, contact centers, and service operations.
Then, choose the Success Plan that’s right for your business.
With resources, guidance, and technical support, our three levels of Success Plans help your business get more value from Salesforce and prepare your data for a future with AI.
Standard Success Plan
Set your company up for success with self-guided, always-on resources.
Included in all licenses
- Access to Knowledge Articles, documentation, and Trailhead
- Global Trailblazer Community
Premier Success Plan
Start strong and grow your business with expert guidance and expedited support.
30% of net license fees
- Expert guidance and product education
- Health checks and recommendations
- Access to 24/7 support for business-stopping issues
- Bundled with Unlimited Edition
Signature Success Plan
Get the most value from Salesforce with a proactive partnership and personalized experience.
Contact your account executive
- Designated Customer Success Manager
- Customer Success Score
- Proactive Monitoring and Key Event Management
- Fastest 24/7 support response times
Find your path to AI success with the right experts and apps.
Professional Services and Salesforce Certified Partners provide services to get you started with data and ensure long-term success with AI. Depending on your unique business needs, engaging with either or both can maximize your ROI.
Professional Services
Realize value quickly and become self-sufficient with Salesforce.
Partners
Innovate and grow faster with pre-built apps and expertise on AppExchange.
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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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 AppExchange.
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. 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.
The Financial Services Cloud license in Financial Services Cloud for Insurance Brokerages is available as Enterprise Edition or Unlimited Edition to match any existing Financial Services Cloud licenses your organization has. This page is provided for information purposes only and subject to change. Contact a sales representative for detailed pricing information.