Salesforce for Insurance
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.
Access Global Group will help you find the solution that’s right for you
and maximize your Salesforce for Insurance investment
1. Salesforce for Insurance Optimization Services
2. Salesforce for Insurance Implementation Services
3. Salesforce for Insurance Integration Services
4. Salesforce for Insurance Support Services
5. Salesforce Financial Services Cloud for Life & Annuity
6. Salesforce Financial Services Cloud for Group Benefits
7. Salesforce Financial Services Cloud for Property & Casualty
You’re in good company!
Start maximizing your salesforce investment today!
The #1 Insurance CRM from Salesforce
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.
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.
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.
ACCESS GLOBAL GROUP
“Great Partner to Work With”
“We began our relationship with Access Global Group actualizing Contract Life cycle Management. From our underlying undertaking, we have since ventured into Sales Process improvement for the Seller Journey in Sales Cloud, Process Automation, Configure Price Quote (CPQ), Integration with SAP, Lightning Experience Transition, Reporting/Dashboards, Einstein Analytics and Marketing Cloud.”
SALESFORCE OPTIMIZATON & INTEGRATION
“In just a short period of time, Benefytt experienced rapid growth, growing from 300 employees to just over 2,000. Despite Salesforce being an integral part of their organization, they became quickly overwhelmed trying to balance their personal growth with managing the robust system that is Salesforce.”
“Our engagement with the partner has been extremely satisfying”
“Partner has always pro-actively helped us take our technology landscape to the next level by helping us apply best practices.”
ACCESS GLOBAL GROUP
Farmers Insurance partnered with Access Global Group to improve their sales processes by optimizing their Salesforce Sales Cloud, real-time tracking and much more!
Solutions You Can Depend On
Unlock your financial institution’s full potential, facilitate growth and optimize workflows with solutions driven by data.
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.
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.
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.