New Agent Desktop Automates the Marketing, Selling and Processing of Insurance with Salesforce
Exton, PA – September 3rd, 2014. iPipeline®, the leader in on-demand marketing, selling and processing solutions for the nation’s top insurance carriers, distributors, financial institutions and their agents and advisors, today announced it is now part of the salesforce.com Partner Program to deploy the AgentOne™ Desktop for customers. The new desktop will provide captive agents selling insurance with comprehensive integrations between the Salesforce Platform, iPipeline’s leading marketing, selling and processing solutions, and other proprietary applications. The new platform will be made available for enterprise-wide deployment in the late fall/early winter. A version of AgentOne for independent agents will follow.
“AgentOne is being offered as the primary platform used to access all agent-facing tools – including needs analysis, illustrations, electronic applications, pending case status, forms, in-force policies and Salesforce1 Platform functions,” said Kevin Kemmerer, Executive Vice President, Product Development, iPipeline. “Our alliance with salesforce.com is at the heart of this deployment, and AgentOne can run on a client’s existing Salesforce implementation. Given the tight integrations, familiarity of the interface and mobility via the Salesforce1 Mobile App, we expect the new agent experience to streamline and accelerate key business activities.”
“iPipeline’s vision is to dramatically improve how insurance is sold. This means that our customer-centric focus is ultimately on agent productivity and efficiency. We view our alliance with salesforce.com as a game changer because it provides agents across the enterprise with one-stop, seamless access to iPipeline’s integrated solutions—all from within the familiar Salesforce interface,” said Tim Wallace, CEO, iPipeline. “Sales force automation, campaign management and call center integration can also be added any time. Through this alliance, iPipeline and salesforce.com have just supercharged the agent marketing, selling and processing experience, and our first enterprise-wide deployment is already well underway with a leading carrier.”
“Companies are looking to transform the way they connect with customers, partners and employees to thrive in today’s connected world,” said Ron Huddleston, Senior Vice President, Global AppExchange & Partner Program, salesforce.com. “iPipeline continues to bring innovation to the insurance industry, and, by leveraging the power of the Salesforce1 Platform, iPipeline provides customers with the proven social, mobile and connected cloud technologies to accelerate business success.”
To learn how you can implement iPipeline’s solutions to support the marketing, selling and processing of life insurance, annuity, and healthcare products, contact [email protected] or call 1-800-758-0824, option 2.
About Salesforce AppExchange
Salesforce AppExchange is the world’s leading enterprise apps marketplace that empowers companies to sell, service, market and engage for the Internet of Customers. With more than 2,200 partner apps and more than 2.4 million customer installs, it is the most comprehensive source of social, mobile and connected cloud apps for business.
iPipeline leads the industry in providing the next-generation suite of sales distribution software to the insurance and financial services markets through its on-demand service. iPipeline's channel solutions for carriers, distributors, and financial institutions automate activities for health class estimation, CRM, forms distribution and processing, quotes and illustrations, e-Applications, agency management, data services, policy delivery and policy holder services, enabling the entire industry to market, sell, and process faster.
iPipeline provides the process automation and seamless integration needed on a global basis to make a sale by aggregating approximately 125 carriers, 1,200 distributors and financial institutions, and their producers and licensed advisors in a Web-based environment – the iPipeline Customer Network. With headquarters in Exton, Pennsylvania, iPipeline has locations in Atlanta, Charlotte, Danville, Fort Lauderdale, Milwaukee, Philadelphia, Salt Lake City, Tokyo, UK, and Vancouver. Visit us at www.ipipeline.com.
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