{"id":76829,"date":"2024-04-25T00:15:00","date_gmt":"2024-04-25T07:15:00","guid":{"rendered":"https:\/\/www.salesforce.com\/?p=76829"},"modified":"2025-03-27T10:45:17","modified_gmt":"2025-03-27T17:45:17","slug":"goosehead-insurance-technology-platform","status":"publish","type":"post","link":"https:\/\/www.salesforce.com\/news\/stories\/goosehead-insurance-technology-platform\/","title":{"rendered":"Goosehead Insurance Adopts the Einstein 1 Platform, Unlocking Stronger Customer Relationships and Increased Productivity"},"content":{"rendered":"\n<p><em>Editor\u2019s note: Einstein 1 Platform is now the Salesforce Platform. For the latest, go <\/em><a href=\"https:\/\/www.salesforce.com\/platform\/\"><em>here<\/em><\/a><em>.<\/em><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p>Goosehead Insurance, an independent personal lines insurance agency, is now using the <a href=\"https:\/\/www.salesforce.com\/products\/platform\/?d=cta-body-promo-8\" target=\"_blank\" rel=\"noreferrer noopener\">Einstein 1 Platform<\/a> to build deeper client relationships and improve productivity with trusted data and AI from Salesforce.<\/p>\n\n\n\n<p><strong>At-a-glance: <\/strong>Goosehead is focused on reducing barriers and unlocking their large datasets to adequately manage their growing business. The insurance company invested in the <a href=\"https:\/\/www.salesforce.com\/products\/platform\/?d=cta-body-promo-8\" target=\"_blank\" rel=\"noreferrer noopener\">Einstein 1 Platform<\/a> to unify Goosehead data from various systems and consolidate it together under one umbrella for use in a variety of applications. With Salesforce, Goosehead can service policyholders more efficiently and effectively with industry-leading innovations like its <a href=\"https:\/\/ir.gooseheadinsurance.com\/news-releases\/news-release-details\/goosehead-insurance-launches-digital-agent-platform-providing\" target=\"_blank\" rel=\"noreferrer noopener\">direct-to-consumer quoting platform<\/a>, which gives customers quotes on new insurance policies in under two minutes.&nbsp;<\/p>\n\n\n\n<p><strong>The impact:<\/strong> By integrating Salesforce solutions, the company will empower agents to be more productive, delivering more timely, personalized experiences and better business outcomes. This is especially important during time-sensitive situations common to the property and casualty marketplace, for example, in the aftermath of a severe weather event or car accident. Goosehead\u2019s new service capabilities include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Enhanced analytics: <\/strong>By leveraging <a href=\"https:\/\/www.tableau.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Tableau<\/a> across the organization, Goosehead will significantly enhance its analytical capabilities. This tool will help automate the identification of clients at risk of non-renewal, providing them with timely, actionable data. Moreover, Tableau will enable Goosehead to delve deeper into their carrier portfolio, identifying market trends and extracting insights that are critical for strategic decision-making. These enhanced analytics will be instrumental in advancing the business and maintaining their competitive edge.<\/li>\n\n\n\n<li><strong>Deeper industry integrations: <\/strong><a href=\"https:\/\/www.mulesoft.com\/integration-solutions\/saas\/salesforce\" target=\"_blank\" rel=\"noreferrer noopener\">MuleSoft<\/a> helps Goosehead integrate with over 150 carriers and partners in the insurance market, providing the connectivity, management, and visibility needed to harmonize data from multiple external parties.<\/li>\n\n\n\n<li><strong>Customized quoting:<\/strong> Goosehead\u2019s internal tool, Aviator, developed using <a href=\"https:\/\/www.heroku.com\/home\" target=\"_blank\" rel=\"noreferrer noopener\">Heroku<\/a>, offers agents highly customizable policy quote comparisons. With Aviator, quote generation time has been reduced by 80%.<\/li>\n<\/ul>\n\n\n\n<p><strong>AI benefits on the horizon:&nbsp;<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Speedier response recommendations: <\/strong>With<strong> <\/strong><a href=\"https:\/\/www.salesforce.com\/products\/artificial-intelligence\/?d=7010M000001yE38&amp;internal=true\/?d=cta-body-promo-8\" target=\"_blank\" rel=\"noreferrer noopener\">Einstein<\/a> AI-generated responses grounded in Goosehead\u2019s trusted data, agents will soon be able to receive relevant recommendations to more quickly resolve customer cases. And, <a href=\"https:\/\/www.salesforce.com\/products\/service\/?d=cta-body-promo-8\" target=\"_blank\" rel=\"noreferrer noopener\">Einstein for Service will automatically store <\/a>context from voice interactions, such as client calls, alongside client data records to keep an ongoing log for agents to be able to efficiently reference previous communications.&nbsp;<\/li>\n<\/ul>\n\n\n\n<aside class=\"more-from-block more-from-block--2 alignfull wp-block-newsroom-moreontopic\">\n\t<div class=\"more-from-block__content\">\n\t\t\t\t\t<h4 class=\"more-from-block__title\">Related<\/h4>\n\t\t\n\t\t<div class=\"more-from-block__cards more-from-block__cards--2\"\n\t\t\t\t>\n\t\t\t\n\n<article\t\t\titemscope=\"\"\n\t\titemtype=\"https:\/\/schema.org\/Article\"\n\t\tdata-card-id=\"92984\"\n\t\tclass=\"content-card content-card--large-inline is-entire-area-clickable content-card--is-boxed\"\n\t\t\tdata-clickable-area-link=\"https:\/\/www.salesforce.com\/news\/stories\/asymbl-engine-slackbot-use-cases\/\"\n\t>\n\t\t\t<div class=\"content-card__image-container\" itemprop=\"image\" itemscope itemtype=\"https:\/\/schema.org\/ImageObject\">\n\t\t\t<img width=\"1024\" height=\"576\" src=\"https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2026\/04\/How-Engine-and-Asymbl-Are-Putting-Slackbot-to-Work.png?w=1024\" class=\"content-card__image\" alt=\"How Engine and Asymbl Use Slackbot\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" loading=\"lazy\" decoding=\"async\" srcset=\"https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2026\/04\/How-Engine-and-Asymbl-Are-Putting-Slackbot-to-Work.png 1200w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2026\/04\/How-Engine-and-Asymbl-Are-Putting-Slackbot-to-Work.png?w=300&amp;h=169 300w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2026\/04\/How-Engine-and-Asymbl-Are-Putting-Slackbot-to-Work.png?w=768&amp;h=432 768w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2026\/04\/How-Engine-and-Asymbl-Are-Putting-Slackbot-to-Work.png?w=1024&amp;h=576 1024w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2026\/04\/How-Engine-and-Asymbl-Are-Putting-Slackbot-to-Work.png?w=264&amp;h=149 264w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2026\/04\/How-Engine-and-Asymbl-Are-Putting-Slackbot-to-Work.png?w=500&amp;h=281 500w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2026\/04\/How-Engine-and-Asymbl-Are-Putting-Slackbot-to-Work.png?w=678&amp;h=381 678w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2026\/04\/How-Engine-and-Asymbl-Are-Putting-Slackbot-to-Work.png?w=150&amp;h=84 150w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2026\/04\/How-Engine-and-Asymbl-Are-Putting-Slackbot-to-Work.png?w=314&amp;h=177 314w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2026\/04\/How-Engine-and-Asymbl-Are-Putting-Slackbot-to-Work.png?w=343&amp;h=193 343w\" \/>\t\t\t\t\t<\/div>\n\t\n\t<div class=\"content-card__content-container content-card__content-container--style-\">\n\t\t\n\t\t\n\t\t\t\t\t<h3 itemprop=\"headline\" class=\"content-card__title\">\n\t\t\t\t\t\t\t\t\t<a\n\t\t\t\t\t\thref=\"https:\/\/www.salesforce.com\/news\/stories\/asymbl-engine-slackbot-use-cases\/\"\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\ttarget=\"_blank\"\n\t\t\t\t\t\t\t\t\t\t\t\tclass=\"content-card__title-link\"\n\t\t\t\t\t>\n\t\t\t\t\t\t\t\tHow Engine and Asymbl Are Putting Slackbot to Work\t\t\t\t<\/a>\t\t\t<\/h3>\n\t\t\n\t\t\t\t\n\t\t\n\t\t\t\t\t<div itemprop=\"readTime\" class=\"content-card__read-time\">\n\t\t\t\t4 min read\t\t\t<\/div>\n\t\t\n\t\t\t<\/div>\n\n<\/article>\n\n\n\n<article\t\t\titemscope=\"\"\n\t\titemtype=\"https:\/\/schema.org\/Article\"\n\t\tdata-card-id=\"92815\"\n\t\tclass=\"content-card content-card--large-inline is-entire-area-clickable content-card--is-boxed\"\n\t\t\tdata-clickable-area-link=\"https:\/\/www.salesforce.com\/news\/press-releases\/2026\/03\/26\/us-dept-labor-agentforce-enhance-citizen-support\/\"\n\t>\n\t\t\t<div class=\"content-card__image-container\" itemprop=\"image\" itemscope itemtype=\"https:\/\/schema.org\/ImageObject\">\n\t\t\t<img width=\"1024\" height=\"576\" src=\"https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2026\/03\/U.S.-Department-of-Labor-Taps-Agentforce-to-Enhance-Citizen-Support-1.png?w=1024\" class=\"content-card__image\" alt=\"Contact center worker in a headset providing personalized support with the help of Agentforce.\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" loading=\"lazy\" decoding=\"async\" srcset=\"https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2026\/03\/U.S.-Department-of-Labor-Taps-Agentforce-to-Enhance-Citizen-Support-1.png 1200w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2026\/03\/U.S.-Department-of-Labor-Taps-Agentforce-to-Enhance-Citizen-Support-1.png?w=300&amp;h=169 300w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2026\/03\/U.S.-Department-of-Labor-Taps-Agentforce-to-Enhance-Citizen-Support-1.png?w=768&amp;h=432 768w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2026\/03\/U.S.-Department-of-Labor-Taps-Agentforce-to-Enhance-Citizen-Support-1.png?w=1024&amp;h=576 1024w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2026\/03\/U.S.-Department-of-Labor-Taps-Agentforce-to-Enhance-Citizen-Support-1.png?w=264&amp;h=149 264w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2026\/03\/U.S.-Department-of-Labor-Taps-Agentforce-to-Enhance-Citizen-Support-1.png?w=500&amp;h=281 500w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2026\/03\/U.S.-Department-of-Labor-Taps-Agentforce-to-Enhance-Citizen-Support-1.png?w=678&amp;h=381 678w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2026\/03\/U.S.-Department-of-Labor-Taps-Agentforce-to-Enhance-Citizen-Support-1.png?w=150&amp;h=84 150w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2026\/03\/U.S.-Department-of-Labor-Taps-Agentforce-to-Enhance-Citizen-Support-1.png?w=314&amp;h=177 314w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2026\/03\/U.S.-Department-of-Labor-Taps-Agentforce-to-Enhance-Citizen-Support-1.png?w=343&amp;h=193 343w\" \/>\t\t\t\t\t<\/div>\n\t\n\t<div class=\"content-card__content-container content-card__content-container--style-\">\n\t\t\n\t\t\n\t\t\t\t\t<h3 itemprop=\"headline\" class=\"content-card__title\">\n\t\t\t\t\t\t\t\t\t<a\n\t\t\t\t\t\thref=\"https:\/\/www.salesforce.com\/news\/press-releases\/2026\/03\/26\/us-dept-labor-agentforce-enhance-citizen-support\/\"\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\ttarget=\"_blank\"\n\t\t\t\t\t\t\t\t\t\t\t\tclass=\"content-card__title-link\"\n\t\t\t\t\t>\n\t\t\t\t\t\t\t\tU.S. Department of Labor Taps Agentforce to Enhance Citizen Support\t\t\t\t<\/a>\t\t\t<\/h3>\n\t\t\n\t\t\t\t\n\t\t\n\t\t\t\t\t<div itemprop=\"readTime\" class=\"content-card__read-time\">\n\t\t\t\t5 min read\t\t\t<\/div>\n\t\t\n\t\t\t<\/div>\n\n<\/article>\n\n\t\t<\/div>\n\t\t<noscript>\n<div class=\"pagination-fallback\">\n\n\t\t<a href=\"https:\/\/www.salesforce.com\/news\/wp-json\/wp\/v2\/posts\/76829\/page\/2\/?bc=OTH#section-title\">\n\t\t\tOlder Posts\t\t<\/a>\n\t\t<\/div>\n<\/noscript>\n\t<\/div>\n<\/aside>\n\n\n\n<p><strong>The Goosehead perspective:<\/strong> \u201cAt Goosehead Insurance, we lead with innovation and offer unparalleled customer experiences. Goosehead\u2019s investment in the Einstein 1 Platform will further enhance the Aviator platform and help our agents provide even more comprehensive insurance solutions for deeper engagement with our clients and improved productivity.\u201d <strong>\u2013 <\/strong>Brim Basom, Managing Director of Technology and Innovation, Goosehead Insurance<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>By harnessing the power of CRM, trusted data, and AI, agents gain a complete view of their accounts, enabling their policyholders to cultivate stronger, personalized relationships with customers.<\/p>\n<cite>Eran Agrios, SVP &amp; GM, Financial Services, Salesforce<\/cite><\/blockquote>\n\n\n\n<p><strong>Salesforce perspective:<\/strong> \u201cOur longstanding partnership with Goosehead Insurance demonstrates our joint commitment to fostering innovation in the insurance industry and empowering agents to work more efficiently. By harnessing the power of CRM, trusted data, and AI, agents gain a complete view of their accounts, enabling their policyholders to cultivate stronger, personalized relationships with customers.\u201d \u2013 Eran Agrios, SVP &amp; GM, Financial Services, Salesforce<\/p>\n\n\n\n<p><strong><\/strong><strong>More information:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Learn more about <a href=\"https:\/\/www.goosehead.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Goosehead Insurance<\/a>&nbsp;<\/li>\n\n\n\n<li>Learn about the future of business with CRM + AI + Data + Trust <a href=\"https:\/\/www.salesforce.com\/news\/ai-data-crm-media-resource\/\" target=\"_blank\" rel=\"noreferrer noopener\">here<\/a><\/li>\n\n\n\n<li>Read more about <a href=\"https:\/\/www.salesforce.com\/events\/world-tour\/nyc\/?d=cta-body-promo-8\" target=\"_blank\" rel=\"noreferrer noopener\">World Tour NYC<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Editor\u2019s note: Einstein 1 Platform is now the Salesforce Platform. For the latest, go here. Goosehead Insurance, an independent personal lines insurance agency, is now using the Einstein 1 Platform to build deeper client relationships and improve productivity with trusted data and AI from Salesforce. At-a-glance: Goosehead is focused on reducing barriers and unlocking their [&hellip;]<\/p>\n","protected":false},"author":490,"featured_media":76834,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"sf_subhead":"","sf_i18n_disclaimer":false,"_jetpack_memberships_contains_paid_content":false,"alternateThumbnailId":0,"sf_product_cta_id":0,"footnotes":""},"categories":[1],"tags":[],"sf_content_type":[1735],"sf_theme":[1912],"sf_topic":[1737,1744,1726],"sf_product":[1748],"sf_industry":[],"sf_role":[],"sf_multimedia_asset":[],"sf_location":[1798],"sf_collection":[],"sf_visibility":[],"coauthors":[],"class_list":["post-76829","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized","sf_content_type-news-highlights","sf_theme-digital-transformation","sf_topic-artificial-intelligence","sf_topic-customer-success","sf_topic-digital-transformation","sf_product-salesforce-platform","sf_location-global"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.2 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Goosehead Insurance Adopts the Einstein 1 Platform, Unlocking Stronger Customer Relationships and Increased Productivity - Salesforce<\/title>\n<meta name=\"description\" content=\"Editor\u2019s note: Einstein 1 Platform is now the Salesforce Platform. For the latest, go here. Goosehead Insurance, an independent personal lines insurance\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.salesforce.com\/news\/stories\/goosehead-insurance-technology-platform\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Goosehead Insurance Adopts the Einstein 1 Platform, Unlocking Stronger Customer Relationships and Increased Productivity\" \/>\n<meta property=\"og:description\" content=\"Editor\u2019s note: Einstein 1 Platform is now the Salesforce Platform. For the latest, go here. 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