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.

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

Industry Leading Consulting Services to Maximize Your Salesforce Insurance Investment

Allow our team to assist yours in tackling your most ambitious Salesforce, Data, and AI projects. We offer intuitive consulting services, deployed with agility, to drive real change within your insurance organization.
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Implementation Services
02
Optimization Services
03
Managed Services

Salesforce
AppExchange

G2
User Reviews

Salesforce
Accredited
FSC

G2
Mid-Market
High Performer

Trusted & Proven to Deliver Results For Our Insurance Clients

Insurance | Optimization | Training

Benefytt Remedied Integrations & Improved Sales Numbers

Insurance | Implementation | Managed

Sales & Support Automation Improved Sutter Health Plus KPIs

Insurance | FSC | Mulesoft | Pardot

Reduced the Manual Work for the Marketing Team by 50%

Salesforce Insurance Integration Consulting Services

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.

EzLynx & Salesforce Integration Services
Vertafore & Salesforce Integration Services
Majesco & Salesforce Integration Services
Finys & Salesforce Integration Services

Benefits of Salesforce Insurance Consulting Services

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.

Insurance Leading Salesforce, Data & AI Partner Expertise

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.









Services
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Implementation
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Optimization
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Integration
N
Managed Services
N
AI & Data
APPEXCHANGE PRODUCTS
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Access Commissions
Customized commission plans to best suit organizational goals
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Access QuickBooks
The seamless connection between Salesforce and QuickBooks
N
Access Docs
Premier document generation tool for streamlining work processes
N
Access Payments
Complete control over processing payments in Salesforce

Industries

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Banking
N
Insurance
N
Mortgage & Lending
N
Wealth Management
N
Public Sector
PRODUCT EXPERTISE
Financial Services Cloud
Sales Cloud
Marketing Cloud
Experience Cloud
Data Cloud
Service Cloud
Tableau
Lightning
Einstein AI
Mulesoft
Pardot
Commerce Cloud

Resources

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Blog
N
Customer Stories
N
Datasheets
N
Demos
N
Webinars

Company

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About Us
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Access Global Group is your go-to for Salesforce solutions

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