Transform Your Insurance Broking Business with Salesforce CRM

Reimagine customer experiences, automate policy management, and make smarter decisions that are powered by Salesforce.

Built for the Modern Insurance Broker

Today’s policyholders are demanding faster, smarter, and more connected experiences. Salesforce CRM empowers brokers to meet these expectations automating processes, unifying client data, and delivering proactive service at scale.

Everything You Need to Get Started

Flexible Setup

Tailor Salesforce CRM around your brokerage’s unique workflows from custom policy stages to role-specific dashboards.

Fast Data Migration

Bring all your existing client records, policy documents, and communication history into Salesforce with speed and precision. Say goodbye to spreadsheets and scattered systems.

Easy Integrations

Connect seamlessly with the tools your team already uses email, accounting, claims management, marketing automation, and more. With CRM at the center, your entire ecosystem.

Ongoing Support

Never feel stuck. From onboarding to post-launch, access expert guidance, documentation, and continuous optimization support. So your team not only uses Salesforce, but masters it for long-term success.

Why Insurance Brokers Are Turning to Salesforce CRM

Built to scale, trusted to deliver across B2C and B2B use cases.

"Before Salesforce CRM, everything was scattered across emails and Excel sheets. Now, our entire team works from one platform. Follow-ups are automated, and we’ve drastically reduced turnaround time"

"With personalized communication and automated updates, our clients feel informed and valued at every step. Salesforce CRM helped us deliver the kind of service we always wanted to."

"Salesforce CRM tracks every lead, follow-up, and renewal without missing a beat. It has allowed us to scale operations without growing the team. Truly a game-changer."

From Manual Struggles to Seamless Efficiency

If you’re still managing policies and clients through outdated processes, you’re falling behind. Discover how top brokers are using Salesforce CRM.