Insurance Accelerator.

Accelarate your Salesforce implementation with Port & Starboard’s proven accelerator for insurance agencies.

Schedule a Demo

Be cost effective
with the ability
to customize. 

  • An accelerator is a lower-cost alternative to a custom implementation or an AppExchange package
  • Rapid deployment and less time to go live
  • No ongoing licensing costs 
  • Flexibility to customize commissions, downloads, automations, integrations
Book a Demo

Ready-Built Features.

Proposal Line
Automation

Generate tailored proposals using client-specific data.

Policy
Recommendations

Show only eligible products based on intake form responses.

Business Process
Flow

Seamlessly manage opportunities with stage-by-stage guidance.

Integrated
Dashboards

Track sales pipelines, renewals, and policy metrics in real time.

Carrier
Insights

Analyze win rates and optimize offerings with detailed reporting.

Document
Personalization

Deliver branded, ready-to-send proposals and policy docs.

Quick Lead
Intake

Streamlined form captures client details effortlessly.

Automatic Task Creation

Assign leads to agents instantly based on allocation rules.

FAQ.

What is a Salesforce Accelerator?
An accelerator is a rapid path to Salesforce implementation through the deployment of a proven, ready-built solution. It’s a starting point that includes industry-specific functionality to get you up and running quickly.
How is an accelerator different from an AppExchange product?
AppExchange products are managed. That means they include proprietary components and code that cannot be edited. This can often cause rigid constraints and prevent customization. Many AppExchange products have ongoing monthly or annual licensing costs. An accelerator is an open-source, one-time deployment that can be customized and added onto without ongoing costs or limitations — almost as if you had built it yourself.
Can we customize an accelerator to our business?
Yes! Unlike a licensed AppExchange solution, an accelerator offers flexibility to add custom automations, integrations and add-ins. An accelerator is a great way to take full advantage of the Salesforce platform no-code/low-code development tools.

Let's Book a Demo.

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Why Port & Starboard
For Your Implementation?

  • Trusted expert with more than 100+ successful projects in the insurance industry
  • Proven track record of exponential agency growth through our consulting relationships
  • Industry expertise enables us to understand and automate your unique business process

Client Testimonials.

As a regional economic development organization, the Hampton Roads Alliance represents several communities throughout the region in attracting new businesses and retaining existing companies. The Alliance set out to ensure increased transparency with our partners, which is why we embarked on a regional Salesforce platform. Our goal was to establish a virtual collaborative workspace that enhanced our workflow and allowed us to communicate more effectively and efficiently internally at the Alliance and throughout the region with our partner-colleagues. Port & Starboard have been invaluable partners in this process and made the long-talked idea for a regional salesforce platform into a reality. Quite simply we could not have done it without them.

Toi Hunter |

Hampton Roads Alliance

About Port & Starboard

Port & Starboard is a U.S. based technology consulting company. We specialize in Salesforce, WordPress website development, and Fractional CIO services.

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