KNOW YOUR PARTNERS
360 degree view of your brokers, producers and agencies
Data driven planning across distribution channels
COLLABORATIVE GROWTH PLANNING
Smart business plans and guided distribution journeys
BUILD TRUSTED RELATIONSHIPS
Get a 360º view of your
Via Salesforce you can get a single, customizable view of everyone of your distribution partners – from brokers, agencies and producers, making it easier for your sales managers to nurture partner relationships that will drive your book of business.
ACCESS TO RICH ANALYTICS
Leverage Salesforce’s platform to build dynamic dashboards and key performance metrics that provide easy to understand and actionable data for your decision making process.
RAPID, SEAMLESS COORDINATION
Increased collaboration and communication
Forget about having multiple screens open – communicate rapidly with brokers and producers with the click of a button, schedule appointments, send agency wide announcements and more.
14 years of experience with leading national and regional carriers
We've helped big brand national carriers, GA's and Independent Agencies design and build custom solutions that enable explosive growth through connected interfaces