Bolt, an insurtech company with the nation’s largest technology-enabled insurance exchange, today announced a partnership with Salesforce to launch Bolt for Salesforce on the Salesforce AppExchange, the leading enterprise marketplace for partner apps and professionals. Announced. The partnership aims to automate and streamline the time-consuming process of insurance quoting and enable brokers, agents and account managers to deliver a customized customer experience.
This integration will allow FSC customers to quickly compare insurance quotes from multiple insurance companies, allowing agents, brokers and account managers to quickly find the policy that best fits their customers’ needs. Masu. FSC customers have instant access to a wide range of products on Bolt’s platform across standard, specialty and non-standard carriers, with more options, customized insurance solutions and faster, more accurate quotes all in a single It can be provided through the platform.
By integrating Salesforce data with Vault’s Data Marketplace, agents can take advantage of pre-populated entries in quote surveys to improve accuracy and efficiency, ensuring a smoother, more streamlined quote experience. Additionally, Salesforce’s new Financial Services Cloud for Insurance Brokerages gives customers access to a unified view of customer details and policy information across insurance carriers, allowing them to provide personalized and customized support. It will be.
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“Our integration with Salesforce allows us to deliver a truly innovative experience for agents and brokers by bringing valuable quote and policy data directly into Salesforce,” said Bolt CEO Jon Walheim. I am. “This integration will not only give agents and brokers more product selection and an enhanced ability to provide tailored, real-time quotes to their customers, but will also leverage AI to deliver proactive, personalized quotes. Now you can streamline your operations, scale faster as your market grows, and better serve your customers while working within the familiar Salesforce CRM environment. I am very happy to become one.”
“We are working with Bolt to reimagine the insurance quoting process for brokers, agents, and account managers to make it faster and more efficient,” said Michelle Lewis, senior director of insurance brokerage solutions at Salesforce. ” he said. “By combining the power of Salesforce’s trusted CRM and data with Bolt’s vast ecosystem, we are giving account managers, brokers, and agents the data-driven tools they need to streamline complex quoting processes. It allows us to focus on strengthening our relationships with our clients.”
