With the InsurTech industry slated for a 43% Compound Annual Growth Rate between 2019 and 2025, CNL is well positioned to be a leading consulting partner in this space.

For instance, most Agencies require a system that allows them to market and sell to both prospective and existing customers. In addition, they need an Agency Management System (AMS) that allows them to service their customers and manage their respective policies. Many of these agencies still rely on outdated platforms from companies like Vertafore, Applied Systems, and other industry AMS providers that have little to no integration capabilities with Customer Relationship Management systems (CRM) or third-party applications.

Our focus is on harnessing the marketing and sales power of CRM while providing access to a robust ecosystem of third-party applications.

“As with other parts of the Financial Services industry, insurance is disrupted by technology more and more every day. Even with customer’s increasing adoption of digital channels, agents — both captive and independent — continue to be a critical channel for insurance distribution. Insurers today are struggling to attract and retain top talent despite insurance being a high-growth industry. CNL has helped us buck this trend by delivering an efficient onboarding and engagement experience.”

-T. Bridgerton, CIO

Salesforce is known to be flexible, customizable and packed with features needed for modern leaders to adapt to the fast-paced business landscape. It can scale from a few people up to enterprise levels, but you need a partner who can guide that process.

That’s why choosing a partner is the most critical step in the process of adopting a new platform or continuing to support your efforts. When you find the right fit of partner and platform, you reduce your risks and put your plans on solid ground for the future ahead.

Are you confident your field team is spending their time efficiently to grow your business? Stop investing time where you don’t see a return. CNL and Salesforce have you covered.

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