AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

SIA - Smart Insurance Application

Your entry to the world of Salesforce and Opportunities

Overview

  • Insurance Data Model on Salesforce Platform

  • Ready system to load your insurance policies on with complete policy data, section data and risk data

  • Prebuilt Reports, Schedules and Policy Types, Risk Types and Section Types.

SIA is an OEM Application which is the entry point for Insurance Agencies to get into Salesforce world. You do not need to buy Salesforce License for Agency Management as SIA provides you the access to Salesforce Platform along with basic data model for insurance policies. You can start here and integrate with so many applications on AppExchange to build a powerful application to manage you agency and service your customers better, all with security of Salesforce. We have all the object and relationships pre built for you to start working.

Categories

Industries
Financial Services
Personas
Service Agent / Supervisor
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.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Managed Package
Lightning App Builder
Salesforce Mobile