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Aventus

Where Insurance is Built.

Overview

Aventus for Salesforce gives insurers, brokers and MGAs a single view of customer activity to enable upsell and cross-sell. Aventus enables the creation of a unique insurance ecosystem, integrating with Salesforce for management of the policy lifecycle.

See How Aventus Works

Manage policies, quotes and customers from a single system.
Seamless online to offline continuity, from the web to agent without rekeying information.
Centralised data allows cross-sell and upsell, powered by automated marketing tools.

Aventus is built with the customer at the core its integration with Salesforce opens up opportunities to grow business and save operational costs. End customers experience a modern, seamless experience. Policy administration is connected to business functions to enable a 360-degree view of the customer—no double-keying information or working across different systems. Aventus users can quote on the same screen as customer records, across any line of insurance, creating a unique opportunity for agents and web sales to deliver consistent sales and reporting experience. Aventus makes it easy to manage the customer experience from online to offline, to upsell and cross-sell. Aventus leverages first and third-party data sources to help shorten question sets and provide a more accurate rating. Benefits: Manage policies, quotes and customers from a single system Quote, bind and manage your policies within Salesforce Fully integrated policy document generation within Salesforce Seamless online to offline continuity, from the web to agent without rekeying information Centralised data allows cross-sell and upsell, powered by automated marketing tools.