Offer Type
Offered
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 a centralized solution.
Benefits of Salesforce Broker Portal- Exceeds Expectations
- Work Smarter
- Personalize Interactions
- Faster Turnaround Time
- Better Insights
- Robust Solution
- Policy Management
- Premium Plan Management
- Knowledge and Consultation
- Personalized Quotes
- E-Signatures
Following are a few of the features of our Salesforce Insurance Portal
- Drag and Drop Builder
- Multi-Language Support
- Role-Based Access
- Real-Time Information
- Policy Management
- E-Signatures
- Financial Calculator
- Digital Payments
- Mobile Friendliness
For any kind of open plugins and extensions.