Calling all insurance brokers and carriers. Financial Services Cloud RapidRollout is here!
Looking to implement Salesforce Financial Services Cloud (FSC) at your firm, but don’t have the time, budget, or technical resources for the undertaking? You can now deliver fast transformation—at a low cost—to drive growth, increase operational efficiency, and manage risk.
Built by insurance industry experts with years of experience, RapidRollout for Financial Services Cloud provides a fast path to FSC. It enables insurance brokers and carriers to implement using pre-configured use cases based on the most common sales, service, and marketing use cases to get value and ROI faster.
FSC RapidRollout for Insurance
FSC RapidRollout for Insurance is designed for firms that want a structured approach to implementation that improves adoption and maximizes ROI. It comes with optional add-ons to extend the solution for additional impact.
- Relationship Mapping, Life Events & Business Milestones: Track customer preferences, life events, business milestones, and map their relationships to other people or businesses.
- Referrals & Lead Management: Create and receive referrals from across the organization and track leads throughout the process.
- Campaign Management: Set up campaigns to track the ROI of marketing initiatives including campaign members, pipeline influence, and results.
- Opportunity Management: Create and track opportunities to sell products and services.
- Case & Knowledge Management: Utilize case management to manage customer service requests and track key maintenance requests such. Use knowledge articles to help service agents be more efficient,
- Whitespace Analysis & Reporting: Use reports and dashboards to view customer whitespace, forecast pipeline, and report on user activity.
