Salesforce for Insurance: Unifying the Customer Experience

Check out how leading insurers are leveraging the power of the Salesforce platform to streamline processes, quickly scale operations, and boost productivity to deliver a unified customer experience across lines of business and functional silos.

1. Intro to Salesforce for Insurance
2. Integrating AMS with Salesforce
3. Agent Engagement and Experience
4. Commissions and Reporting
5. Implementation 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

Whitney Dimattina

Solutions Engineer
Salesforce

Travis Conley

CTO
Benefytt/TIB

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Seamless Connection Between Salesforce & Insurance with Our Industry Experts

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

Services

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Implementation
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Optimization
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Integration
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Staffing
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Managed Services
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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
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Access Docs
Premier document generation tool for streamlining work processes
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Access Payments
Complete control over processing payments in Salesforce

Industries

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Banking
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Insurance
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Mortgage & Lending
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Wealth Management
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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
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Customer Stories
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Datasheets
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Demos
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Webinars

Company

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

Careers We're Hiring!

We’re hiring, check out our opening roles
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