Salesforce Consulting Services
Insurance Solutions
Innovation done your way. Uncover the power of purpose-built insurance technology to not only exceed customer expectations, but to also bring insurers and policyholders together all on one unified platform. Do more in less time with Financial Services Cloud, Salesforce for Insurance.
Salesforce
SUMMIT (PLATINUM)
Consulting Partner
Salesforce
APPEXCHANGE
G2
REVIEWS
Access Global Group will help you find the solution that’s right for you and maximize your Salesforce for Insurance investment. Products that make a difference. Financial Services Cloud for Life & Annuity, Group Benefits, Property and Casualty
You’re in Good Hands
Countries
Years Expertise
SF Certificates
SF Integrations
SF Projects
Insurance Solutions You Can Depend On
Financial Services Cloud is more than just a software. It’s an effective integration of channels across marketing, sales, service and beyond. Seamlessly unify your teams and place policy holders at the center of every interaction, making your insurance firm the firm they trust.
Data-Based Decisions
Empower insurance agents and sales managers with pre-built dashboards and templates to easily visualize upsell or cross sell opportunities, open claims and other actionable insights without ever having to leave Salesforce.
Maximize Management
Advanced automations allow agents to shift their focus from repetitive tasks like claims and underwriting to instead focus on personalizing the policyholder’s experience throughout the entire claims lifecycle.
Business Agility
Low-code cloud based solutions provide superior yet secure solutions for Insurance industries. Whether you’re generating quotes, integrating new policies or managing claims, Financial Services Cloud for Insurance reduces handling times and generates opportunities so you can close deals faster.
The #1 Insurance CRM
Financial Services Cloud is more than just a software. It’s an effective integration of channels across marketing, sales, service and beyond. Seamlessly unify your teams and place policy holders at the center of every interaction, making your insurance firm the firm they trust.
Build Connections
Transform policyholders’ service experience by being available for them via mobile, landline, email, or social sites. Intelligent task prioritization helps to guide agents and notifies them of their most urgent cases, so they can be addressed first.
360° View of Clients
Financial Services Cloud for Insurance uses pre-configured charts and graphs to track key client information so agents can deepen their understanding of policyholder relationships and anticipate future service needs.
Earn Loyalty
Whether you’re having a baby, buying a new home, or changing jobs, Salesforce for Insurance helps drive what matters most: human connection. Omni-channel unification ensures that all relevant client data is stored in one location, fueling deeper connections so your team can provide stellar support.
Success starts here, with Salesforce solutions you can trust.
For the last 15 years we’ve been creating customized Salesforce Solutions for clients of all industries and sizes. With a perfect 5-Star rating on both Salesforce AppExchange and G2 User Reviews, Access Global Group is the right choice for your organization’s Salesforce transformation.
