Sales Cloud for Employee Benefits

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
  • Create an intelligent prospecting strategy, finding qualified leads based on the industry’s largest variety of criteria
  • Easily engage with prospects by managing and exporting lead lists

Quoting & Proposals (CPQ)

  • Identify the right carriers and the right plan designs to meet the unique needs of your clients and prospects
  • Instantly access pricing direct from numerous carriers, streamlining the RFP process no matter what plan design your employer requires
  • Deliver quotes to employers within proposal presentations that are professional, custom and created in minutes

Agency Management (AMS)

  • Reduce errors and improve efficiency by managing your benefits 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 employee benefits operations
More Resources
Sales Cloud Info Sheet

Cloud solutions for all of your employee benefits needs

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