Transforming Insurance Industry, Focusing on Client Experience!
Bid Goodbye to common Insurance Industry Challenges!
Features that offer Self-service, efficiency, improved transparency, and much more.
Effortless Claim Managements
Real-time Document Management
Self-service enabling Portals
Fast and automated Biling
Automate the payment and renewal process, as well as establish reminders, to ensure that your customers don’t miss any premium installations, so extend the policyholders’ lifetime value.
Customized Marketing Solutions
Salesforce + Veruna Integration
What can you expect from Salesforce for Insurance Industry?
Tracking like never before!
Predict and stay ahead!
Add to the prospect quality & quantity
Why choose us
SP Tech has been the choice of Top-Notch service Providers in Insurance Industry owing to convincing reasons. Are you aware of these?
Our in-house finance experts make sure to offer comprehensive Salesforce solutions which are powered by integration (as per business case), collaboration, deployment etc. owing to excellent insurance domain expertise.
Improve your Digital Interactions
Unique and Thoughtful process
Each project is handled by a dedicated solution architect and the process driven project management makes it possible to deliver excellence. We operate and respond during US business hours.
Deliver Excellence with us
Some problems and the apt solutions we offered to our clients
Migration from Legacy Agency Management System (AMS) Project Description Our Client wanted Agency Management System (AMS) for managing Sales, Client, Documents, and Security along with
Salesforce Veruna Agency Management System Implementation Project Description Our Client wanted Agency Management System (AMS) for managing Sales, Client, Documents, and Security along with integration
Read what our clients have to say about the services offered
Kimberly DonaldOur company has been highly satisfied with the professionalism of SP Tech. Some of the reasons we enjoyed working with them on this project include great communication, prompt response times, creative solutions, and friendly and knowledgeable staff. SP Tech has been a great partner and made a large and difficult conversion from Salesforce Classic to Salesforce Lightning seem easy, all the while creating custom pages and solutions to meet our company specific needs. SP Tech was ready to take on each and every challenge.
Warren LorentzSP Tech is a great team of proficient programmers. I highly recommend using them to build custom trading tools and web applications. They were meticulous, detail-oriented, and followed up when they had questions. I enjoy working with them.
Jordan ArchieRoshan and Tushar are amazing developers and are extremely smart when it comes to Salesforce. I highly recommend working with this team in the future you’ll get great results and an excellent product.
Ricky MAfter working with many salesforce consultants/development teams, I can say that it has been extremely difficult to find a partner who could communicate frequently and effectively, and one that understands our needs perfectly. It is also critical to find a partner who can offer solutions beyond just the original expectations or desired SOW. Thinking outside of the box to provide more solutions and options to the existing problems that we are trying to solve is simply how SP Tech operates and for that reason, I plan to use them on all of our future salesforce projects. They have always been quick, transparent, and have been brilliant in execution. The quality of work is top notch and I can count on them to get it done, and go even further. Great work by the SP Tech team!
Subrina SSP Tech’s works have helped change the company’s operations and scale and create a future sustainable business model. The team holds regular meetings, keeping track of each process and addressing requests and concerns.
Ketan DoshiWell, SP Tech is one of best mobile app development companies that I have ever came across. I must say that have an excellent ability to understand the requirements and work accordingly. They and their team are the best and I have a seamless experience with them. I can say that the team of SP Tech has played a major role in our application.
Sandip Sheth & AssociatesDevelopment teams that I have ever came across. I got the results as I was expecting and worked exactly as I requested. Their team was excellent on their on-time deliveries and were also dedicated and qualified in their work. I got two projects done from the team, and both of them surpassed the excellence.
David Kane / CTO, Hometown FirefightersThe team always communicated very well with us and they kept the deliverables on time. Salesforce is not an easy system to code on to say the least. I was very impressed with the team’s talent to push through and get the job done. The whole team was great and all around great experience and would definitely use them again if needed.
Want to hit the road running? Let us talk....
Read more about how Salesforce can help your business!
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Take a stride towards success with the World’s Best CRM for Financial Industry Technical knowledge in Financial Service
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Building Trust & Transforming Financial Businesses with Salesforce With Salesforce, make faster and wiser decisions for your business.
Well, there is a long list of benefits your business can expect from Salesforce CRM for the Insurance Industry. Let us explain some of these:
CRM integrates and stores all information on customers, including contacts, orders, transactions, health plans, past interactions, and policies in a database.
Lead management – From promotional campaigns through conversion, CRM records and retains the data of incoming leads. These people are up to date with current events and activities, as well as papers pertaining to potential clients.
Task formulation – CRM automated insurance software uses dashboards to organize and manage the entire sales process. The application creates and updates tasks in real time.
Problem reports – The apps generate accurate messages that are free of human mistake, ensuring that you receive the information you require in time.
Email tracking – This module, which is available as an add-on, provides tasking, reporting, and analysis functionality for your email campaigns.
SMM processing – This add-on application keeps track of likes, reactions, comments, and orders for your company’s social media profiles.
Mobile apps, as the second tier of insurance commission programs, give staff and users more control.
We believe your business needs and problems are unique. And hence we offer you solutions which are made just for you. This could include customization of Salesforce platform, or integration of third-party applications and much, all depending on your needs. All our solutions are personalized to every client. Our experts will connect with your team and will take down every detail possible. We then research and come up with a solution which is right-fit for your business. This helps you see results within some time.
Each client, their needs, and our service are distinct. As a result, the time it takes to implement Salesforce for Insurance Industry varies depending on a variety of criteria. For example, if a client requires out-of-the-box Salesforce configuration, we may complete the deployment in a few weeks. However, if a data migration is needed agency management systems such as QQCatalyst or better agency, the procedure could take anywhere from one to two months.
We occasionally need to integrate with other third-party apps, such as DocuSign, Twilio, Adobe Sign, Zero Bounce, Smarty Street, Calendly, and others, which depend on the business needs. In such a case, the time needed varies from business to business.
If you have any questions, please contact our specialists, who will be pleased to help you find the best solution for your company’s needs. They will also be able to estimate the time required for financial cloud implementation based on your company’s requirements.