Case Study
Cultivating Customer Success: CRM Optimization for Investment Management.
About the solution
Broker 360 Management Solution is a combination of ‘Broker 360 View’ & ‘Broker Portal’ features, developed leveraging Salesforce Financial Services Cloud and Salesforce Experience Cloud respectively, that have been tailored to the insurance industry needs.
- This product is customized to bridge the gap between the insurance carriers and agents(brokers).
- The product consolidates tasks from multiple screens onto a single screen.
- All policy Sales and Service data is available on a single system, allowing the insurance carrier to gain a complete picture of agency and broker activities.
- This also adds significant value to the broker's work life by automating various manual workflows on an external portal ‘Broker portal’.
Business Needs / Challenges
Business Value Adds
If you’d like to understand more about how we can support and enable your Salesforce/MuleSoft journey, get in touch at salesforce@coforge.com.
