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SIA - Smart Insurance Application

Your entry to the world of Salesforce and Opportunities

No Ratings
Starting at $40   USD/user/month

Discounts available for nonprofits

Industries
Financial Services
Requires
Platform Cloud
Compatible With
Sales Cloud
Service Cloud
Marketing Cloud Engagement

SIA provides insurance data model on salesforce platform for insurance agencies and insurance companies. This is the starting point for entry into salesforce world for companies which do not currently use salesforce.

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.
Sales Cloud
Service Cloud
Marketing Cloud Engagement
Salesforce Editions
Professional
Enterprise
Unlimited
Force.com
Developer
Essentials

App Details

Version
SIA 1.0/Winter 2023 1.4.0
Listed On
11/06/2023
Latest Release
11/06/2023
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.
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
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: 11
Custom Tabs: 10
Custom Apps: 2
Lightning Components
Global: 0
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 AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.4.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
10/24/2023

Additional Details

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.

Need help?

SIA Inc.

Calgary, Alberta, Canada

Other ResourcesTerms & Conditions