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AgentOne - Insurance agent experience with iPipeline

Marketing-leading Insurance Agent Tools AND Customer 360 All-in-One

No Ratings
$45   USD/user/month
Industries
Financial Services
Business Need
Agent Productivity
Requires
Platform Cloud
Compatible With
Financial Services Cloud

Selling insurance is not an easy job. AgentOne is the ultimate insurance agent desktop with access to everything an agent needs for to sell insurance with industry leading tools, maintain a book of business, build life-long customer-relationships.

  • Take the Tour of AgentOne in less than five minutes

  • AgentOne Product Trailer

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Platform Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Financial Services Cloud
Salesforce Editions
Enterprise
Unlimited
Additional Requirements
AgentOne supports the new versions of the most popular web browsers in our industry, including: Google® Chrome® (for Windows) Microsoft® Internet Explorer Apple® Safari® (for Mac and iPad) Microsoft® Edge for Windows® 10

App Details

Version
AgentOne/AgentOne Summer 2017 5.10.0
Listed On
10/10/2014
Latest Release
03/04/2022
Supported 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.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Person Accounts
Salesforce Shield
Managed Package
Salesforce Mobile
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 54
Custom Tabs: 23
Custom Apps: 1
Lightning Components
Global: 1
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AgentExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
5.10.0
Last Reviewed Date
The most recent date that this solution underwent the AgentExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
11/29/2016

Additional Details

Agents rely on variety of tools to gather information, select products, run quotes/illustrations, and complete applications all in preparation for client and prospect meetings. This makes for a difficult day, unless they are using iPipeline’s AgentOne solution. Everything in One Place--Via your agent portal, AgentOne enables agents to guide customers through the insurance sales process from needs analysis, quotes / illustrations, to iGO® (e-App) with e-Signature, pending case updates, and e-delivery. Your agents have everything they need in one place. They are alerted to delays, while managers remain informed through customized reporting. AgentOne can run on your existing Salesforce.com implementation or stand alone. Additional functionality, including Salesforce automation, specialized financial services capabilities, and call center integration, can be added to your initial deployment of AgentOne any time in the future. All-in-One Insurance Tools--With tight data integrations to iPipeline solutions, a familiar Salesforce.com interface, and mobility via the Salesforce1 Platform, AgentOne provides the ultimate end-to-end agent experience and accelerates product sales.

Need help?

iPipeline

Exton, PA USA

Every AgentOne implementation is supported by an iPipeline Support Agreement. Depending on whether its a stand-alone implementation or AgentOne is installed with other Salesforce.com products, the first tier of support may vary.

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