Sales Cloud for Commercial Lines

Streamline mission-critical workflows - all the way from prospecting to renewals - to fuel organic growth for your agency.

Marketing Automation

  • Save time and increase reach with tailored, timely communications to your entire book of business
  • Reach your target audience with dynamic lists for specific groups or individuals based on location and other demographics
  • Measure the effectiveness of any given email campaign

Lead Generation

  • Supercharge your marketing strategy with insurance profiles and insights gathered and interpolated from dozens of data sources
  • Unlock critical P&C data and target commercial prospects based on OSHA violations, DOT inspections, penalties and more
  • Easily engage with prospects by managing and exporting lead lists

Quoting & Proposals (CPQ)

  • Complete one easy-to-use form with questions deduplicated across carriers for the class code and coverages selected
  • Receive bind-able quote results in minutes including a link to issue the policy with the carrier directly
  • Collaborate amongst team members to ensure that producers, marketers and CSRs are always aligned

Agency Management (AMS)

  • Reduce errors and improve efficiency by managing your commercial client and prospect data in a single location
  • Track client and prospect activity and gain insights into the workflows
  • Take the guesswork out of reporting and gain a more comprehensive understanding of your agency’s P&C operations
More Resources
Sales Cloud Info Sheet

Cloud solutions for all of your commercial insurance needs

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