New Agent Desktop Automates the Marketing, Selling and Processing of Insurance with Salesforce
“AgentOne is being offered as the primary platform used to access all agent-facing tools – including needs analysis, illustrations, electronic applications, pending case status, forms, in-force policies and Salesforce1 Platform functions,” said
“iPipeline’s vision is to dramatically improve how insurance is sold. This means that our customer-centric focus is ultimately on agent productivity and efficiency. We view our alliance with salesforce.com as a game changer because it provides agents across the enterprise with one-stop, seamless access to iPipeline’s integrated solutions—all from within the familiar Salesforce interface,” said
“Companies are looking to transform the way they connect with customers, partners and employees to thrive in today’s connected world,” said
To learn how you can implement iPipeline’s solutions to support the marketing, selling and processing of life insurance, annuity, and healthcare products, contact email@example.com or call 1-800-758-0824, option 2.
About Salesforce AppExchange
Salesforce AppExchange is the world’s leading enterprise apps marketplace that empowers companies to sell, service, market and engage for the Internet of Customers. With more than 2,200 partner apps and more than 2.4 million customer installs, it is the most comprehensive source of social, mobile and connected cloud apps for business.
iPipeline leads the industry in providing the next-generation suite of sales distribution software to the insurance and financial services markets through its on-demand service. iPipeline's channel solutions for carriers, distributors, and financial institutions automate activities for health class estimation, CRM, forms distribution and processing, quotes and illustrations, e-Applications, agency management, data services, policy delivery and policy holder services, enabling the entire industry to market, sell, and process faster.
iPipeline provides the process automation and seamless integration needed on a global basis to make a sale by aggregating approximately 125 carriers, 1,200 distributors and financial institutions, and their producers and licensed advisors in a Web-based environment – the iPipeline Customer Network. With headquarters in
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