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bolt for Salesforce

Quote from over 100 carriers directly from Salesforce!

Overview

bolt for Salesforce enables insurance agents or brokers to access the world's largest technology-enabled insurance exchange directly from Salesforce. Increase your carrier appointments, expand your markets, offer customers more choice and grow revenue!

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  • Improve agent efficiency • Complete one interview and receive multiple quotes from multiple carriers, without navigating from portal to portal • Pre-populate interviews with Salesforce data and third-party providers to minimize manual data entry

  • Delight customers • Get real-time quotes delivered in minutes • Offer customers more choice and flexibility • Track quote statuses to trigger timely follow-ups

  • Increase revenue • Offer clients more quotes, more carriers, and easy access to hard markets • Generate higher quote-to-policy conversion rates thanks to faster and more accurate quoting

  • Reduce operational costs • Reduce manual errors with automation and prepopulated data • Quickly onboard agents with a unified system • Automatically carry over existing user hierarchy from your business unit

  • Enhance data management • Ensure consistency and accuracy with unified storage of customer and quote data • Support strategic decision-making with detailed reports and analytics

  • 360 customer view within Sales Cloud • See quote status for each customer • Track rates received, premium amounts, and carriers with appetite for the risk

bolt is the world’s largest technology enabled insurance exchange. Our platform provides access to over 100 insurance carriers and hundreds of insurance products across all 50 states. Our integration with Salesforce allows you to access our platform directly from a customer record and provide multiple quotes from multiple carriers in minutes -- all within the Salesforce CRM experience. By connecting to the bolt platform, you can expand your existing appointment portfolio and ensure you meet all of your customers' insurance and protection needs. Delight your customers with more choice and flexibility, and convert more business. With a direct integration into Salesforce, you no longer need to hop between your CRM and multiple carrier portals to offer quotes to clients. Complete a single interview for multiple quotes, then track the status of quotes and trigger timely follow-ups. Boost your revenue, market access and efficiency with bolt for Salesforce today! Contact Kevin Decloux (kevind@boltinc.com) at bolt to learn more!

Categories

Business Needs
Sales Intelligence
Lead & Opportunity Management
Sales Productivity
Industries
Automotive
Financial Services
High Tech
Personas
Administrator
Business User
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Managed Package
Lightning App Builder