WHAT TO EXPECT
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 Many of these agencies still rely on outdated platforms from companies like Vertafore, Applied Systems, and other industry AMS providers that have little to no integration capabilities with Customer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.
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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