Salesforce is a powerful CRM to help insurance companies connect with clients easily, personalize the user experience, and provide more intelligent solutions to everyday problems. Simplify complex processes by automating tasks throughout your workflows, from quoting to underwriting and renewing policies. You can automate just about any business process with Salesforce.

Insurance companies of all shapes and sizes can use Salesforce to grow faster and build meaningful relationships with clients. It’s not just “the world’s #1 CRM solution.” It’s also the best CRM solution for insurance agencies, hands down.

If you need to implement a Salesforce solution fast, an insurance Quickstart package could be the perfect solution. Salesforce Quickstart packages are affordable and offer immediate solutions for large and small businesses alike. Your implementation partner can set you up in as little as a few weeks so you can hit the ground running.

What is a Salesforce Quickstart for insurance agencies?

Salesforce Quickstart packages for insurance companies are high-value solutions for launching Salesforce products as quickly as possible. The right implementation partner will understand your pain points, needs, and goals to help you choose the best insurance Quickstart for your business.

Your package should include everything your business needs to configure Salesforce correctly, fully implement it, and gain the traction you need to use the platform to its full potential.

An insurance Quickstart package can help your team:

• Incorporate Salesforce best practices for implementation (and avoid common mistakes that lead to failure).
• Get essential training to adopt Salesforce effectively.
• Optimize software to work for your business and provide critical insights in convenient locations.
• Maintain data quality.
• Set up Salesforce to scale with your business.
• Automate sales processes and workflows for greater efficiency and cost savings.
• Identify upselling and cross-selling opportunities.
• Track key metrics (like commissions) through an intuitive reporting and analytics dashboard.
• Track insurance policies and claims.
• Enhance your marketing, sales, and customer service efforts.
• Onboard new agents.
• Offer clients a self-service portal where they can view and update their policies.

6 Insurance Quickstart Packages for Salesforce 

Ready to optimize your insurance sales and enhance every customer touchpoint to build better relationships? Here are the top six Salesforce Quickstart packages for insurance companies. If you’re unsure which solution you need, a qualified Salesforce partner can help.

1. Sales Cloud Quickstart

Sales Cloud is one of our top recommendations for insurance companies looking to implement Salesforce for the first time or improve their current efforts. Sales Cloud is designed to help businesses build stronger connections with their end-users. It will help you organize your processes and manage your business more strategically. Insurance agents can utilize built-in tools and apps to forecast sales and sell more effectively to increase your company’s overall revenue. 

The platform will set your sales team up for maximum success. Key features include contact management, process automation, opportunity management, mobile CRM, revenue intelligence, and more. If you’re implementing Salesforce for the first time, you can start with essential functionality and build from there. If you’re looking for a custom solution, your implementation partner can set you up with everything you need to continue scaling your business.

2. Marketing Cloud Quickstart

As an insurance agency, the data can get overwhelming. You could have hundreds or thousands of clients to keep track of – each with policy, coverage, and behavior information. Marketing Cloud organizes all your data for you and stores it in one central, accessible location. With it, you can use the comprehensive data you’ve gathered on each customer to build personalized offers and facilitate memorable experiences.

Marketing Cloud will give you key insights, allow you to streamline processes, and provide customers with the solutions they’re seeking from their insurance company. After implementing this insurance Quickstart package, your team can build robust email campaigns, manage complex data, track essential analytics, and automate marketing workflows to improve every step of the customer journey.

3. Service Cloud Quickstart

Service Cloud will help you put your insurance customers first in every possible way, making them feel like you genuinely understand their needs and have their best interests in mind. It’s an excellent insurance Quickstart package option if your team wants to focus on nurturing and strengthening relationships over time. 

Service Cloud will help you connect with consumers on any channel, increase call center productivity, automate virtually any business process, and boost your bottom line. Key features include AI-powered tools and workflows, Customer 360 (giving you a comprehensive view of every user), agent workspace, and case, knowledge, and incident management tools. Solve phone cases quickly with telephony and voice tools, and offer visual support to customers using a convenient video chat feature.

4. Experience Cloud Quickstart

Experience Cloud is another intuitive and powerful Salesforce product for insurance agents. By implementing this Quickstart, you can build secure websites, apps, and portals at record speed. Drive revenue by enhancing every customer relationship through personalization, smart design, and integrated data.

Give your internal team direct access to essential resources and the information they need to manage client cases. Experience Cloud can also sync seamlessly with your company’s data if you already have a version of Salesforce installed.

Other key features in Experience Cloud for insurance agencies include policy management, premium management, e-signatures, Lightning Bolt, and broker portals. Broker portals can save your company time and money by giving your clients a self-service option. Offer clients automated solutions and direct access to their information. Doing so will free up your customer service team to focus on more complex cases that require direct communication.

5. Financial Services Quickstart

Financial Services Cloud is an alternative to Sales Cloud or Service Cloud. It’s not as customizable but can be a viable option based on your business’s unique needs. It’s specifically designed for the insurance industry and offers options for life and annuity insurance, group benefits, and property and casualty insurance companies. Like other Salesforce packages, Financial Services provides automated underwriting, claims management, and contact center features.

This platform can help you protect, nurture, and develop customer relationships by putting policyholders at the front and center of every interaction. Automate complex insurance processes, deliver exceptional service, and respond to market demands with rapid innovation.

6. Pardot Quickstart

Pardot is a marketing automation tool that empowers marketers to identify leads most likely to convert. Pardot leverages the Salesforce knowledge base of your customer data and behavior – how they interact with your company online and offline. You can add this tool to your core Salesforce platform to connect lead information to your CRM.

Pardot can help your team perform various tasks that move prospects down the sales funnel. Tasks include email marketing, tracking and scoring prospects, creating dynamic content, setting up real-time alerts, intelligent lead nurturing, building forms and landing pages, SEO and SEM integrations, etc.

Other Insurance Quickstart Package Options

• Tableau Analytics Quickstart: Forecast, prioritize, and take advantage of new business opportunities using contextual data and AI-powered analytics.
• Social Studio Quickstart: Create, schedule, manage, and monitor social media posts by region, brand, team, or individual with this unified interface. 

Partner with a Certified Salesforce Partner to Implement Your Insurance Quickstart

Implementing Salesforce can be challenging without the right partner by your side to steer your ship toward smooth waters. Choosing a dedicated and experienced Salesforce support team will set your business up for success – whether you’re just dipping your toes in for the first time or trying to stay afloat after quite a bit of turbulence.

By partnering with Port & Starboard, you’ll have a team of certified professionals to configure your Salesforce Quickstart correctly and train you to use it to its full potential. We can help you with implementation, customize your solution to suit your specific business needs, ensure user adoption, and more. Contact us today for any of your Salesforce-related needs!