Producer Enablement.
Fast. Easy. Smart.
Give your customers the self-service portals, discussion forums, and access to the answers they need quickly, anytime, and from their laptop, tablet, or mobile device. Producers can qualify prospects and increase business with tools to identify new prospects and identify white-space opportunities.
Improve the customer, agent, and broker experience by seamlessly leveraging integration to agency management systems, chat, and telephony solutions, claims management tools and more. Never miss a renewal opportunity by automatically targeting renewals based on effective date. Increase customer satisfaction and retention in a highly competitive market with personalised service. Improve digital insurance processes, launch products faster, and achieve operational excellence with a customer-first approach.
Help customers find critical answers fast and on their terms. Connect your customers to everything from account information to helpful agents.
Fast
Ability to launch in weeksConfiguration-first approach
Prebuilt accelerators and frameworks
Out of the box integrations
Easy
Single Platform Delivers Value for Customers and EmployeesSeamless omni-channel experience across devices and platforms
Holistic view of the distribution relationship
Improved producer satisfaction and retention
Smart
Agile Platform /Rapid on-boarding of agents including licensing and appointment
Up-sell and cross sell recommendations
Quickly onboard producers
Provide relevant product information on demand
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Quickly set up a self-service help center Free up your agents from handling common questions or requests with a branded self-service help center. Easily embed knowledge articles and provide customers access to important data.
Simplify self-service with step-by-step processes and end-to-end workflows Empower customers to resolve requests on their own — no agent required — by integrating Salesforce data into your portal and business processes. Want to check an account, pay a bill, or book an appointment? It’s all done in a flash.
Help customers help themselves, and each other. Make it easy for customers to find answers in the community fast by automatically surfacing the information they need from multiple sources. Give access to groups, experts, and customer MVPs to keep them coming back.
Quickly launch personalized portals and communities when your customers need the mostBuild beautifully branded, mobile-responsive portals and communities quickly and easily using Lightning Community Builder. It’s the low-code way to get started with drag-and-drop ease, so you’ll be up and running in no time.
Scale support with service embedded directly into your portal With Service Cloud integration, customers can access an agent via chat or submit a case online. And agents have a 360-degree view of that customer’s activities in the portal. So agents work more efficiently and keep customers happy.
Deliver a personalized customer experience using automation and chabots Give your customers answers in real time. With Einstein, you can fine-tune content based on customer profiles, interests, and activities by highlighting relevant articles, answers, and experts. Plus collect case details and handle FAQs on chat before transferring to an agent.
