Built for a broker, by a broker
Reduce redundant data entry and errors
Streamline the renewal process in one integrated system
Not just a sales tool, service is our focus
Self-service capabilities for your clients
Post payments, track unpaid commissions and reconcile against bank statements.
Generate market proposals for clients within Salesforce!
Benefits at a Glance
Produce error free benefits booklets with a click of a button.
Give your clients access to self-service tools and resources.
Recent Blog Posts
Introducing Role Hierarchies The first way that we can share access to records is by defining a role hierarchy. Similar to an org chart, a role hierarchy represents a level of data access that a user or group of users needs. Users assigned to roles near the top of the...read more
Set Two-Factor Authentication Login Requirements As a Salesforce admin, you can require your users to use a second factor of authentication when they log in. REQUIRED EDITIONS AND USER PERMISSIONS Available in: both Salesforce Classic (not available in all orgs) and...read more
Salesforce maintains a comprehensive list of compliance certifications including but not limited to HIPAA certification. This link takes you to the compliance website for Salesforce. https://trust.salesforce.com/en/compliance/ In addition, Salesforce Shield allows for...read more
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