Starting at £50 GBP per user per month
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.
We show Salesforce accounts that are linked to Trailblazer.me and have the Manage Billing permission. If your account is missing, check that you connected the account to your Trailblazer.me profile. Then verify that you’ve been assigned the Manage Billing permission in the related org.