bolt for Salesforce

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