AgentOne®

Salesforce Integration with iPipeline Agent Tools

Key Benefits

Increases delivery speed and reinforces adoption of STP tools

Provides superior insight into agent activity, sales progress and more

Leverages data to identify new customer needs


Key Features

Integrated Product
Functionality

From field underwriting, quotes, e-Applications, pending & inforce status, to e-Delivery and more

SFDC Leveraged
Analytics

For workflow optimization along with lead management for cross-selling and upselling opportunities

Track Insurance
Transactions

Communicate case status and generate comprehensive reports from one centralized tool

Collateral