Bolt and Salesforce Partner to Transform Insurance Quoting with New AppExchange Solution
Overview
bolt, a leading insurtech platform hosting the nation’s largest tech-enabled insurance exchange, has announced the launch of bolt for Salesforce on the Salesforce AppExchange. This collaboration aims to revolutionize the insurance quoting process for brokers, agents, and account managers by integrating bolt’s capabilities with Salesforce Financial Services Cloud (FSC).
Key Benefits
- Streamlined Quoting Across Carriers:
FSC users can quickly compare quotes from a vast network of standard, specialty, and non-standard carriers on bolt’s platform. This allows brokers and agents to find tailored insurance solutions that best meet client needs. - Data-Driven Efficiency:
By integrating Salesforce data with bolt’s Data Marketplace, agents can utilize prefilled quoting questionnaires, reducing manual entry errors and speeding up the process. - Consolidated Client Insights:
With Salesforce’s Financial Services Cloud for Insurance Brokerages, users gain a unified view of client policies and details across carriers, enabling personalized service and support. - AI-Powered Personalization:
Leveraging AI, the integration facilitates proactive, real-time quoting and recommendations, empowering brokers and agencies to deliver more customized client experiences.
Executive Insights
- Jon Walheim, CEO of bolt:
“Integrating with Salesforce brings unparalleled quoting and policy data directly into a familiar CRM environment. This innovation empowers brokers to offer diverse product options, scale operations, and enhance client satisfaction.” - Michelle Lewis, Senior Director at Salesforce:
“Together with bolt, we’re simplifying the complex quoting process, equipping brokers and agents with tools that strengthen client relationships and enable them to focus on delivering value.”
Availability
bolt for Salesforce is now available on Salesforce AppExchange for Sales Cloud and Financial Services Cloud customers.
About bolt
bolt’s platform connects distributors and insurers to transform insurance distribution. Hosting products from two-thirds of America’s leading insurers, bolt helps businesses expand market reach and meet diverse customer needs.
For more information, visit Salesforce AppExchange or follow bolt and Salesforce on LinkedIn.
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