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, integrate sales with service
Self-service capabilities for your clients
Market Proposals
Generate market proposals for clients within Salesforce!
Benefits at a Glance
Produce error free benefits booklets with a click of a button.
Client Communities
Give your clients access to self-service tools and resources.
Accounting
Post payments, track commissions and reconcile against bank statements.
Recent Blog Posts
Attach Files to Records
Attaching files to records is a powerful way to collaborate and stay organized in Salesforce. You keep information on an opportunity, account, or case right where you need it. Share relevant documents with anyone with access to the record. REQUIRED EDITIONS AND USER...
read moreMulti-Layered Secure Delegation System
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...
read moreTwo-Factor Authentication Log In Requirements
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 moreMore Info
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