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Salesforce for Insurance: Customer 360, Integrating with your AMS.

Are you in the insurance industry and are currently evaluating or utilizing Salesforce? Are you trying to better understand if you should replace your Agency Management System (AMS) or Integrate it with Salesforce? Join us On Friday, December 17th to learn more about and the pros and cons of Integrating your Agency Management System  with Salesforce to better Determine your needs going forward.

1. Intro to Salesforce for Insurance
2. Integrating AMS with Salesforce
3. Agent Engagement and Experience
4. Commissions and Reporting
5. Implementing Insights with Access Global Group

                WEBINAR REGISTRATION










Webinar Industry Experts

Vamsi Bollineni

CEO & Founder

Mathew Horne

VP of Sales
Access Global Group

Tom King

Director
Salesforce

Johnathan Millet

Solutions Engineer
Salesforce

Emily Delong

Social Media Specialist
Westminster Insurance

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Seamless Connection Between Salesforce & Your AMS with Our Insurance Experts

As a 5-Star Salesforce Summit Partner, Access Global Group can integrate all of your Salesforce Products and will exceed your expectations.

Implementation Services

End-to-end deployment solutions put into action.

Optimization Services

Optimize for peak performance & effectiveness.

Integration Services

Link software application functionality & data.

Managed Services

Offload comprehensive tasks to an expert team.

AI & Data Services

Improve insights, customer experience & Innovation.

Access Commissions

Commission plans to best suit organizational goals.

Access QuickBooks

Connect Salesforce & QuickBooks seamlessly.

Access Docs

Premier document generation tool for simplifying processes.

Access Payments

Complete control over processing payments in Salesforce.

Banking

Commercial banks, credit unions, retail banking.

Insurance

Broker/agency, MGA/wholesaler, insurer/carrier.

Healthcare

Equipment, supplies, technology, life science tools.

Mortgage & Lending

Streamline mortgage lending with FSC solutions.

Public Sector

Deploy quicker, innovate & Increase productivity.

Wealth Management

Firms, RIAs, broker dealers & investment management.

Blog

The latest industry news, updates & info.

Customer Stories

Learn how our clients are making big changes.

Datasheets

Comprehensive docs outlining key information.

Demos

On-demand showcasing of featuring & capabilities.

One-Pagers

In-depth single page overview of brand & services.

Webinars

Live & on-demand online educational presentations.