The integration aims to automate and streamline the process of insurance quoting for Salesforce Financial Services Cloud customers.
With Bolt for Salesforce, agents can compare insurance quotes from multiple carriers directly within the Salesforce platform. This enables them to access a wide range of products, including standard, specialty, and non-standard options.
By leveraging data from Salesforce and Bolt’s Data Marketplace, agents can prefill quoting questionnaires, improving accuracy and efficiency. This streamlined approach ultimately leads to a smoother and more efficient quoting experience for both agents and customers.
Jon Walheim, CEO at bolt said: “Integrating with Salesforce allows us to deliver a truly innovative experience for agents and brokers by bringing valuable quoting and policy data directly into Salesforce. This integration not only enhances agent and brokers’ ability to offer more product choice and provide tailored, real-time quotes to their clients, but also leverages AI for proactive and personalized quoting.”
He continued: “We’re thrilled to enable agencies and brokerages to streamline their operations, scale faster with rapid market expansion and better serve their customers, all while working within the familiar Salesforce CRM environment.”
Michelle Lewis, senior director of Insurance Brokerage Solutions at Salesforce also commented, saying: “Together with bolt, we’re reimagining the insurance quoting process for brokers, agents and account managers to make it faster and more efficient.”
She added: “By combining the power of Salesforce’s trusted CRM and data with bolt’s vast ecosystem, we’re equipping account managers, brokers, and agents with the data-driven tools needed to streamline the complex quoting process, allowing them to focus on strengthening their client relationships.”
