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AGENTONETM SALESFORCE.COM WITH …...and Salesforce apps through the AppExchange End-to-end...
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AGENTONE TM SALESFORCE.COM WITH IPIPELINE’S INDUSTRY-LEADING SUITE OF AGENT TOOLS AgentOne is the ultimate agent desktop which provides immediate, single-sign on access to everything an agent needs to execute daily business activities, directly from within the most ubiquitous CRM solution on the planet—Salesforce.com. Selling insurance is not an easy job. Agents rely on variety of tools to gather information, select products, run quotes, access illustrations, and complete applications, all in preparation for client and prospect meetings. This can all make for a difficult day, unless they are using iPipeline’s new AgentOne desktop. AgentOne provides one-stop access to everything an agent needs to do the job and improve productivity is found in a seamless user experience--Salesforce.com with iPipeline’s industry-leading suite of agent tools. Via your agent portal, AgentOne enables agents to guide customers through the insurance sales process from XRAE® health class estimation, quotes and illustrations, and needs analysis to iGO® (e-App) with e-Signature and e-delivery. Your agents will have everything they need in one place. They are alerted to delays, while managers remain informed through customized reporting. Additional functionality, including Salesforce automation, campaign management and call center integration, can be added to your initial deployment of AgentOne any time in the future. AgentOne can run on your existing Salesforce.com implementation or stand alone. With tight data integrations to iPipeline solutions, a familiar Salesforce.com interface, and mobility via the Salesforce1 Platform, AgentOne provides the ultimate end-to-end agent experience and accelerates product sales. Deployment can be enterprise-wide and restricted to selected groups of users. To better understand the positive impact AgentOne can have on your sales activities, contact your iPipeline sales representative today. THE NEXT GENERATION IN AGENT DESKTOPS EVERYTHING IN ONE PLACE THE ULTIMATE AGENT EXPERIENCE www.iPipeline.com | [email protected] | (800) 758-0824
Transcript of AGENTONETM SALESFORCE.COM WITH …...and Salesforce apps through the AppExchange End-to-end...
AGENTONETM
SALESFORCE.COM WITH IPIPELINE’S INDUSTRY-LEADING SUITE OF AGENT TOOLS
AgentOne is the ultimate agent desktop which provides immediate, single-sign on access to everything an agent needs to execute daily business activities, directly from within the most ubiquitous CRM solution on the planet—Salesforce.com.
Selling insurance is not an easy job. Agents rely on variety of tools to gather information, select products, run quotes, access illustrations, and complete applications, all in preparation for client and prospect meetings. This can all make for a difficult day, unless they are using iPipeline’s new AgentOne desktop.
AgentOne provides one-stop access to everything an agent needs to do the job and improve productivity is found in a seamless user experience--Salesforce.com with iPipeline’s industry-leading suite of agent tools.
Via your agent portal, AgentOne enables agents to guide customers through the insurance sales process from XRAE® health class estimation, quotes and illustrations, and needs analysis to iGO® (e-App) with e-Signature and e-delivery. Your agents will have everything they need in one place. They are alerted to delays, while managers remain informed through customized reporting. Additional functionality, including Salesforce automation, campaign management and call center integration, can be added to your initial deployment of AgentOne any time in the future. AgentOne can run on your existing Salesforce.com implementation or stand alone.
With tight data integrations to iPipeline solutions, a familiar Salesforce.com interface, and mobility via the Salesforce1 Platform, AgentOne provides the ultimate end-to-end agent experience and accelerates product sales. Deployment can be enterprise-wide and restricted to selected groups of users.
To better understand the positive impact AgentOne can have on your sales activities, contact your iPipeline sales representative today.
THE NEXT GENERATION IN AGENT DESKTOPS
EVERYTHING IN ONE PLACE
THE ULTIMATE AGENT EXPERIENCE
www.iPipeline.com | [email protected] | (800) 758-0824
FEATURES:
BENEFITS:
Full Insurance functionality (field underwriting, quotes, e-Applications, pending & inforce status, e-Delivery and more) Mobile Ready for IOS and Android Devices SFDC leveraged analytics for workflow optimization along with lead management for cross-selling and upselling opportunities
Ability to leverage 3rd party integrations and Salesforce apps through the AppExchange End-to-end optimized agent experience – all tools in a single convenient platform Lower cost of ownership using a productized integration versus building out a custom platform
A fully integrated insurance experience with custom CRM objects lending to increased user adoption Agent Alerts – Case status update, leads, and new opportunities Client-centric approach giving agents a single view in their client’s world – quotes, cases, policies, health data and more Single sign on to everything an agent needs
Increase delivery speed and reinforce adoption of STP tools
Increased agent productivity and sales opportunities Increased revenue by leveraging customer data Superior management insight into agent activity, sales progress and areas needing improvement
www.iPipeline.com | [email protected] | (800) 758-0824
