Why Do You Need a Salesforce Broker Portal and How to Install It

1. Why Do You Need a Salesforce BrokerPortal and How to InstallIt? For personal insurance, do you tend to call someone or lookuponGooglefortheanswers? It's Google,probably! Because it's easy and convenient to find answers and solutionsratherthanaskingforhelp. We expect round-the-clock service, which is not possible in a traditional approach. Technology has transformed convenience into luxury and is now a necessity. Insurance brokers need to embrace technology to stay competitivein sales@crmjetty.com

2. the digital environment. The key is to bring a solution like a Salesforce broker portal that helps brokers know when an existingcustomerhasapolicyinanotherlinewiththem. Brokerportalsboostbrokers'efficiency,enablemobility,and enhance customer experience. With the help of Salesforce broker portals, insurers can create personalized offers tailored for individual customers by analyzing their surveys and other opendata. The right solution can help protect backend operations and streamlinefrontendoperationstoensurea360-degreeview of thecustomers. Butwhatexactlydoesabrokerportalmean?Let'sfindout! WhatisaBrokerportal?AndHowdoesit Work? A broker portal is a configurable self-service portal that gives insurance agents/brokers the power to acquire more clients by managing client acquisitions and entire business operations from acentralized solution. It gives agents/brokers access to every department irrespectiveofthelocationordevice. Brokers can use the Salesforce broker portal to obtain quotes,clientdetails,renewpolicies,submitclaimdata,etc. sales@crmjetty.com

3. The newly acquired portal provides brokers with all the required functionalities in a single solution, reducing the time dedicated to management tasks. The consolidation of all brokers' services in one place helps insurance companies achievebettertechnicalandoperationalmanagement. Benefits of Salesforce BrokerPortal Competitive edge, efficiency in business operations, and customer satisfaction are thekey highlights of the Salesforce brokerportal. Other benefitsare: ExceedsExpectations The Salesforce broker portal provides agents/brokers with tools and features to deliver personalized communication, collaborate internally, streamline service requests, track opportunities, anda lot more. WorkSmarter Get all the service requests submitted through different platforms in one place. Prioritize inquiries based onurgency and ensure that the right person is managing a case. Help your policyholders with guides, video tutorials, FAQs, etc. Doallofthisdirectlyfromyourportal. PersonalizeInteractions sales@crmjetty.com

4. Engage in customer conversations with smart alerts. Allow customers to solve their queries with the help of the community and knowledge base. Let them access their information and generate insurance certificates automatically. Last but not least, collaborate with colleagues, dig into the community groups to understand customer needs and issues. Faster TurnaroundTime Salesforce broker portal enables you to offer your customers 24*7 services via SOS video chat or real-time interactions. Provide customers with self-service for quick problemresolution. BetterInsights Get a clear picture of the business working with company insights like real-time credit information. Improve the underwriting process and accurate pricing. With the Salesforce broker portal, enable your brokers to trade more policiesandgetdesiredresultsefficiently. RobustSolution With its features and services, Salesforce allows businesses toconnectwiththeircustomers,clients,agents,andmore sales@crmjetty.com

5. in a better way. Using it, businesses can track customer activity, community discussions and manage analytics from anywhere with accuracy. Be it instant access to the information or marketing to the customers, Salesforce makes everythingpossible. • Hence, you should go for a Salesforce broker portal. And withthatbeingsaid,herearetheinstallationsteps. • How to Install Salesforce BrokerPortal? • Followthestepsbelowtocreateanagentportal: • FromSetup,intheQuickFindbox,enterDigital Experiences, and then selectAll Sites. • ClickNew. sales@crmjetty.com

6. Select the Insurance Agent Portal template, and click GetStarted. • Enter a Name and a URL for the portal, and click Create. • ClickBuilder. • Customizetheportaltosuityourbusinessneeds, previewthecustomizedportal,andthenpublishit. • Note: If you want to enable the Financial Services cloud, follow the stepsbelow: • InstallapackageforFinancialServicesCloudand enableStreamAPI. • To access insurance objects and features, users need the FSCInsurancepermissionsetlicense. sales@crmjetty.com

7. From Setup, in the Quick Find box, enter Users, and then selectUsers. • Clicktheuserthatyouwanttogivepermissionsto. • UnderPermissionSetAssignments,clickEdit Assignments. • Under Available Permission Sets, select FSC Insurance, and then clickAdd. • Save yourchanges. • Your portal users can access insurance objects without requiring any additional permission set license. In your user profile, under General User Permissions, select Access InsuranceObjects. That’sit!You’reallsettousethebrokerportal. Excitedtoknowthefeaturesinside? Features of Salesforce InsurancePortal sales@crmjetty.com

8. Insurance portals have various features such as quote submission, policy management, sales and marketing apps, analyticscapabilities,security,etc.Here'smoreaboutthem: PolicyManagement You can list down policies, conditions, amounts, premiums, etc., and get an overview of policies sold, canceled policies, agents'ratings,theirproductivity,andsoon. Premium PlanManagement Customers can pay their premiums by selecting the different payment methods available. They can view their premium details on the dashboard - like paid premiums, premiumsthataredue,etc. Knowledge andConsultation Insurancepoliciesusetermsthataredifficulttounderstand. Hence, theportal enables you to add a knowledge base with FAQs, terms explained, articles, guides, and more. This equips your customers and agents with the correct informationinstantly. PersonalizedQuotes Salesforce broker portal enables agents/brokers to provide customers with personalized quotes based on their requirementsand specifications. It enhancesagents' sales@crmjetty.com

9. visibility by giving them a clear idea of customer information, claim requests, premiumlifecycle, etc. E-Signatures It makes it easy to close the deals. Salesforce broker portal allows agents/brokers to close the deals or share insurance policiesonthespotbyobtaininge-signatures. Explore BrokerPortal Other features include a smart dashboard, comparison module, alerts and notifications, profile management,digital workspace,etc.CRMJettyprovidesitall. Read below to know more about us and how we can help you. CRMJetty - Your Salesforce Broker PortalPartner CRMJettyisahubofinnovativeportalsolutions.Wehave14+ years of experience in portal development and can help you buildacustomsolutiontailoredforyourbusiness. Along with customization, we also offer ready-to-integrate solutions. So, whether you're looking to integrate a readily available solution or customize your existing one, we have got youcovered. sales@crmjetty.com

10. Talkingabout ourSalesforceportal,it'sasecureand • scalable solution to expand along with your business expansion. • Following are a few of the features of our Salesforce InsurancePortal • Drag and DropBuilder • Multi-LanguageSupport • Role-BasedAccess • Real-TimeInformation • PolicyManagement • E-Signatures • FinancialCalculator • DigitalPayments • MobileFriendliness • HowWeWillCreateaPerfectInsurancePortalforYou? • First, our development team will gather all therequirements by discussing the nuances and figuring out the solution - whether your portal will need customization or not. If required, what are they, and will create a roadmap accordingly.Onceourteamstartsthedevelopmentprocess, we will update you about the iterations while testing the solution. Once approved by you, we will deliver the final product, which you can use. We will also provideshort-term sales@crmjetty.com

11. supportpost-launchforyoutogetfamiliarwiththe features. Interested in partnering withus? Develop a BrokerPortal Source: https:/www.crmjetty.com/blog/salesforce-broker-portal / sales@crmjetty.com