Vertaforce Integration with Salesforce
Vertaforce
Integrating Vertaforce with Salesforce provides a more efficient flow of customer and policy information to help producers provide timely advice, leading to improved retention, cross-sell and proactive outreach to customers. Improves data accuracy and completeness by eliminating duplicate data entries, which can reduce E&O exposure and prepares improved reporting and analytics. Enhances the agency employee experience by freeing up time to deepen customer relationships.
Agency Mgmt. System
Insurance
