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neon

connect everything, know everything, do anything.

Starting at $50   USD/user/month
Business Need
Admin & Developer Tools
Requires
Service Cloud
Compatible With
Service Cloud
Financial Services Cloud

Rating

Reputation

MVP
Recognized by Salesforce for their leadership, expertise, and generosity
Top Reviewer
Contribute reviews that encourage conversation and help others make informed decisions
Ranger
Lifelong learners who have earned the Ranger rank or higher on Trailhead
5
Lifetime average
Showing 10 of 32 Reviews
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Completely Customizable

By using Neon for your integration with your agency management system, you can completely customize any automation or workflow that you can imagine. Having the power of Salesforce Enterprise behind your insurance agency management system gives you complete control over all of your workflows and reports. Any report you want to run can be done to give you an in-depth look at your entire agency. When you overlap that with the Neon Analytics, you have a view of your agency no other system can offer.

Unique Vision = Powerful Platform for Independent Agents

The founder and team have a unique and special vision for how independent insurance agents can compete in a digital world increasingly becoming stacked against them. Neon/b atomic is the result of years of frustration of dealing with closed, proprietary and segregated technology tools that agents have inherited and have ultimately inhibited them from advancing with the digital age. If you want to compete in the modern marketplace, you should definitely learn more about Neon/b atomic. It has the potential to be an absolute game changer for the IA channel.

Greatest Invention!

They provided our team with such thorough training it made the transition easy and most of all, the organization of our activities and files eases our sales and service tasks.

Details, Details, Details!

Only been using the platform a few weeks but its been a super easy transition and the support you get is top notch! The system is SO detailed and provides great organization. It is a game changer with the data you are able to collect and analyze!

really love neon

still learning but love what I see so far. Can't wait to see more

SO DETAILED!

Still learning NEON, but it has been a smooth and easy process! For someone who enjoys details, I definitely got what I asked for! I am looking forward to really seeing it in action as we progress! Not only that, it is clear, streamline, user friendly.. You can't go wrong!

Cameron Brown

Independent Agents NEED Neon!!

The insights that you gain with all of the data that NEON brings to the agency is mind boggling! Arming your agency with this much in depth information has no bounds where your agency can go! Agencies talk about being efficient & proficient, this tool is a MUST! I HIGHLY recommend every agency utilizing this feature. The cost means nothing, it is worth every penny! Don't hesitate, just do it!

Great innovative way to manage data!

Neon is such a great, innovative way of managing agency data! As an account manager it is so nice to have information at your fingertips providing details and insight to the customer. Information is easy to find and all in one place, no more spending time searching! I love being able to see how and where I have spent my time so I can work on ways of improving and streamlining tasks. This system has definitely improved my daily workflow and has allowed me to work on what is really important – the customer experience!

Extremely Pleasant Experience

Neon is truly something special. If you care about the independent insurance agency marketplace, or the insurance industry in general, you owe it to yourself to learn everything you can about this product and the people behind it. For carriers to connect with agents in the future, independent agents need to create the ecosystem for those connections to take place. It will not be created for us. Neon agents are not going to wait until a tech company led by non-agency people try to sell us a half baked solution that does not address what we need. Independent agents are building the future of the industry in real time with this product. As a 4th generation agency owner trying to lay the ground work for the 5th and 6th generations, I encourage you to join the amazing group of agents on this platform. This is only the beginning and boy is this beginning beautiful.

The Future is Bright!

As a service and support team member at my agency, Neon has made my life so much easier. The case structure makes it effortless to see where my focus should be. I can efficiently serve our clients and prospects so that each is getting the attention needed to build trust and confidence in our agency. Happy customers share their experiences with friends and family and that's where the Atomic happens!