How Salesforce Can Increase the Underwriting Efficiency and Renewal Efficiency for MGAs and the Insurance Distribution Market

Brokers, Agencies and MGAs need to manage the appointment and registration processes, track submissions, bind policies, manage renewals, track commissions and track performance. We have a solution to meet your needs!

Join Salesforce & Sikich on Wednesday, June 23rd at Noon EDT to pave the path for a successful future.

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The solution to meet your needs.

Based on Sikich's extensive work with organizations like yours, we have developed a data model and solution to illustrate how these processes can be managed in Salesforce. In addition to these processes, clients will have full access to many of the other benefits of Salesforce including regular upgrades, pre-built integrations from the AppExchange, and more.

Would you like to invest in technology and actually see results? Our clients are achieving tangible benefits including one organization that was able to increase underwriting efficiency by 10% in the first year while also getting a 30% increase in renewal efficiency.

What You'll Learn:

  • How Sikich customized the Financial Services Cloud to meet the needs of this market
  • Why the Salesforce platform is ideal for growing companies.
  • How other MGAs have leveraged this technology to scale their business.

It's time to pave the path for a successful future. Join Salesforce & Sikich to see a demonstration of this functionality on Wednesday, June 23rd at Noon EDT.

Fill out your information above to sign-up.