Slides from Vlocity webinar hosted with AITE Research, ABD Insurance for Insurance Carriers, Agents and Brokers.
Brent Rineck, the CIO of ABD Insurance will discussed how they are successfully using Vlocity Insurance and Salesforce to gain a single view into their customer's insurance product portfolios to provide household level marketing, selling, and relationship management.
Jamie Bisker, Senior Insurance Analyst, AITE Research discussed how to build the insurance distribution workforce of the future; retaining and recruiting a new generation of talent.
12. Using Technology for Good
Internal efficiencies lead to better customer service
World class back office and agency
management systems
• Seamless integration and workflow from proposals to
service to claims
• Integrated platform
• Salesforce/Vlocity
• BenefitPoint
• AMS360
• WorkSmart
• Client Portal
• Client Satisfaction (SatMetrix)
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13. ABD: Integrated Platform
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Mobile App
for Producers
Capture leads,
prospects, and
activities
Client Portal
View policies and
initiate claims
Reference Library
Quickly access risk
surveys, industry
codes, and
checklists
Reporting
Improve
decision-making with
data insights
Carrier Uploads/
Downloads
Connect with
insurance carrier
systems
Comparative Rating
Get real-time quotes
from national and
regional carrier
inventory
Sales
Authorization
Expedite licensing
and renewals
Workflow and
Content Mgmt.
Improve efficiency;
increase agency
capacity
Benefits
Management
Manage clients,
plans, policies
Sales Automation
Manage leads,
opportunities,
accounts,
x-dates
Agency
Management
System
Clients, policies,
and accounting
15. Using Technology for Good
Innovative, client-centric use of technology
Be in the know
• LinkedIn Premium
• Vlocity cloud and mobile apps
• Advisen
Be better
• Best of breed partnerships
• DocuSign
• PlanSource
• Maxwell Health
• SmartBen
• Custom applications
• Foreign Clinical Trials Map
• Client dashboards
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16. Using Technology for Good
Ahead of the curve
A blueprint for future applications
• Nimble and responsive
• Always proactive
• Extremely secure
• Always available
Turning potential into practical
• Social networks
• Zero footprint, zero client
• Data analytics
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17. ABD & Vlocity
Access
• Real-time client, policy and contact information in Salesforce
One and done
• No duplicate entry between Salesforce and back office management systems
Client relationships
• Vlocity’s insurance vertical brings a new view into our client data through customer
relationships, profiles, stories and tags
Mobility
• Vlocity’s mobile platform makes it easy for producers to stay connected on the run
Future
• Vlocity’s plans for future product features will help us meet many of our long-term goals for
growth
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Advantages and differentiators