Utilize Salesforce to Manage and Grow Your Business
NexGen Consultants knows that Insurance Carriers and Agents have unique struggles and business needs. We work with templates that address these needs.
The NexGen Insurance Carrier Template makes it easy to capture and access the information you need to run your business. It will help you build closer relationships with agents and brokers. This can be done without software, hardware, or the up-front investment of traditional on-premise software.
Insurance Carrier Application Overview Video
Click here to see the description of the NexGen Insurance Carrier Template
NexGen uses the Salesforce Insurance Agency Application Template to help agents effectively manage their book of business while they work through their leads, referrals, and prospects. NexGen Consultants can design a solution that will take agency prospects from inquiry to policy in no time and guarantee every renewal! The Insurance Agency Application Template allows the agent to efficiently do the following:
Insurance Agents CRM
- Manage client information
- Track commissions
- Offer new products to existing policy holder
- Track, change, manage, and update carriers, policy information, expiration dates and coverage type for clients
- With Mobile access and Dashboards, agents will spend less time looking for and inputting data
Insurance Agency Application Overview Video
Click here to download the description of the Salesforce Insurance Agency Application Template
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To learn more, contact Maria Kelley at firstname.lastname@example.org.