5-Star Ratings on G2 User Reviews AppExchange
Insurance Consulting Services for Salesforce, Data & AI Success
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 insurance solutions.
OUR INSURANCE SERVICES
Full-Service Salesforce Insurance Consulting Services for Every Stage of Digital Transformation
01.
Implementation Services
Having a strong foundation is critical for organizational growth. AGG’s team of experts will work with you to ensure that your system is tailored to best suit your industry specific needs. Our innovative implementation process promotes longevity and overall growth within your company.
02.
Optimization
Services
Improve your infrastructure performance, efficiency and scalability with Access Global Group’s Optimization Services. A team of experts will analyze your current Salesforce system to ensure that it’s a good fit for the current status of your business model. Maximize your investment today!
03.
Managed
Services
Talk to us – we’re here to help. Access Global Group wants to see you succeed and offers a variety of support services to best suit your business model and specific needs. Expert guidance covers a wide range of challenges faced in a technological ecosystem.
INSURANCE CLIENT GENERAL RESULTS
%
Reduction In Human Error
%
Increase In Overall Sales
%
Reduction in Policy Processing Time
%
Increase In Agency/Agent Recruitment
%
Increase In Call Handling Efficiency
%
Reduction In Manual Reporting
%
Reduction in Manual Data Entry
%
Reduction in After Call Work Time
AREAS OF INSURANCE EXPERTISE
Broker
/Agency
MGA
/Wholesaler
Insurer /Carrier
/Reinsurer
Contact Center
Distribution Management
Data
Optimization
PolicyHolder
360
Financial Services Cloud (FSC)
Artificial
Intelligence
INSURANCE CONSULTING BENEFITS
Salesforce Insurance Consulting Expertise Benefits
Salesforce Insurance (FSC) is more than just 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
Salesforce Insurance (FSC) 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.
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.
CUSTOMER SUCCESS STORIES
Reimagining Possibilities & Building Trust Together
Follow along with us as we reimagine what’s possible for our clients. Examples of how we establish trust and navigate business challenges — together.
INSURANCE // Insurance Industry
Driving Success with Salesforce: How AGG Transformed Benefytt’s Operations with Innovation and Expertise.
BANKING // SYSTEM INTEGRATIONS
Cadence Bank’s Digital Transformation: Seamless Integration of Salesforce Solutions.
PUBLIC SECTOR // CASE MANAGEMENT
Connecting Care: How Salesforce Transformed Massachusetts Health
HEALTHCARE // SERVICE CLOUD
Streamlining Support: Anthem’s Transformation with Salesforce Service Cloud
WEALTH MANAGEMENT // REPORTING
Boosting Productivity and Reporting: How Legg Mason Achieved Salesforce Excellence for Exceptional Client Service.
CORE SYSTEM INTEGRATION EXPERTISE
Wrap & Extend Core Insurance Systems with Salesforce to Accelerate Efficiency
Transform your insurance capabilities with a painless and effective Salesforce integration experience! Unlock your financial institution’s full potential, facilitate growth and optimize workflows with solutions driven by data.
Duck Creek & Salesforce Integration Services
Tap into the power of innovation with Salesforce and Duck Creek Technologies – the driving force behind cutting-edge insurance systems. With a comprehensive suite of capabilities, effortlessly tailor your systems to perfection using low-code configuration tools. Seamlessly integrate into the insurtech ecosystem, fostering unmatched collaboration and growth.
Guidewire & Salesforce Integration Services
Take your policyholder experience to new heights with our integrated solution for success: Guidewire Salesforce integration. By leveraging the superior capabilities of these industry-leading platforms, you’ll empower your agents and service representatives, exceed customer expectations, and stay prepared for whatever the future of insurance holds.
Applied Epic & Salesforce Integration Services
What happens when you integrate the #1 insurance agency management system in the world with the #1 CRM world? Unmatched sales acceleration, exceptional customer experiences, and a company that’s prepared for whatever storms the financial industry may weather. Discover the difference for yourself.
