Logo-Small-Agg
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.

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.