WEBINAR

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

WATCH THIS ON-DEMAND WEBINAR NOW!

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.

                WEBINAR REGISTRATION










What we’ll cover

Intro to Salesforce for Insurance

Integrating AMS with Salesforce

Agent Engagement and Experience

Commissions and Reporting

Implementation Insights with Access Global Group

What industry experts will be speaking

Vamsi Bollineni
Senior Architect AGG
Access Global Group


Mathew Horne
Vp of Sales
Access Global Group

Tom King

Tom King
Director
Salesforce

Johnathan Millet

Johnathan Millet
Solutions Engineer
Salesforce

Emily Delong

Emily Delong
Social Media Specialist
Westminster Insurance

FAQs

How do I join this webinar?

Sign up for the webinar in the registration form at the top of this page. You’ll receive al the details to the webinar via email.

Which webinar broadcasting service will be used?

For this webinar Zoom will be used for hosting. If you do not have a zoom account, a free account is available here.

Will a recording be provided prior to the event?

Yes, after the webinars complition, you will receive an email with a link to the recording.

Services
N
Implementation
N
Optimization
N
Integration
N
Managed Services
N
AI & Data
APPEXCHANGE PRODUCTS
N
Access Commissions
Customized commission plans to best suit organizational goals
N
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

N
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

N
Blog
N
Customer Stories
N
Datasheets
N
Demos
N
Webinars

Company

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

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