[ad_1]
This submit is a part of a sequence sponsored by AgentSync.
It’s no secret AgentSync has a Salesforce spine. However when you’re not aware of the intersection of expertise and insurance coverage, you might not perceive why we selected this route to construct.
From a easy historic standpoint, AgentSync wasn’t developed in a vacuum. We stand on the shoulders of giants; we’re a startup in a legacy business, one wherein Salesforce has a agency basis.
Why Salesforce?
From a private standpoint, lengthy earlier than I had written a line of code for AgentSync, and earlier than I met Niji Sabharwal – who’s my husband in addition to my cofounder – I labored across the Salesforce surroundings. I’d seen Salesforce utilized in waste administration, in nonprofit organizations recording donations, in monitoring farmland use, and I spotted it was a robust platform. My numerous encounters meant I used to be well-versed within the engineering features of the Salesforce ecosystem.
Niji in his roles at LinkedIn and Zenefits labored with Salesforce from the operations aspect of the home, and knew how strong Salesforce was for information and reporting. So, from very early on, it made sense to have Salesforce be a part of the instruments we have been constructing. A number of elements past our private experiences additionally made Salesforce an apparent and preferrred associate.
Safety and the Salesforce fame
We constructed AgentSync from a security-first strategy. One motive Salesforce was such a pure match was we knew moving into that our merchandise must conform to Salesforce’s excessive expectations for safety. Not solely would the underlying structure have excessive safety requirements, however our code must undergo an intensive third-party vetting course of, searching for errors or vulnerabilities, nicely earlier than it ever acquired in entrance of our prospects.
Moreover, we have been in a position to make use of the strong role-based safety framework throughout the Power.com platform to help our customers with the safe, advanced sharing fashions they want throughout the product to help a variety of personas from licensing directors to particular person brokers. That was engaging to us and really appropriate with the purpose of our product – AgentSync’s merchandise deal with a excessive quantity of knowledge, and defending our customers’ information is of the utmost significance.
As a result of Salesforce is so broadly used within the insurance coverage and monetary vertical, we knew our partnership would additionally give us that leverage. As a substitute of getting to undergo an in depth rationalization of our safety requirements, anybody who’s aware of Salesforce and the group’s intense customary already is aware of now we have handed that prime bar of excellence.
After all, for anybody searching for affirmation, now we have accomplished our SOC 2 Sort I report, however we knew from day one which we have been working throughout the guardrails of a extremely safe infrastructure.
Flexibility, velocity, and Salesforce’s infrastructure
My background with Salesforce was in designing the appliance to deal with scale, each by way of quantity and within the complexity of workflows. From my earlier experiences, I realized that flexibility is vital to scaling, because the enterprise should usually change quickly to realize success and subsequently the enterprise purposes supporting the enterprise should have the ability to flex.
The Power.com platform’s suite of low-code instruments makes it preferrred for speedy iteration for inside Salesforce groups. That’s essential to supporting our buyer base of insurance coverage businesses, carriers, and MGAs/MGUs who every have their very own use-cases for our merchandise. We wished flexibility, however we additionally wished to maneuver shortly. Constructing instruments from scratch that may require heavy code and numerous engineering simply to achieve fundamental performance was not in our prospects’ finest curiosity.
Salesforce has plenty of instruments that make it potential to construct numerous product performance with no single line of authentic code. This no-code or low-code strategy makes it simple to customise our consumer expertise, so we can provide our prospects one thing that works finest for them and their particular wants with out taking years to construct out a single perform or a single restricted use.
Having the ability to construct our product in blocks that may be modified out and rearranged from the very starting was important to with the ability to scale shortly, and meet our prospects at no matter scale they’re at, as nicely.
Connectivity and the AppExchange
Being constructed on the Power.com platform means we mechanically benefit from Salesforce’s sturdy suite of APIs, in addition to with the ability to use customary connectors in lots of extract, rework, load (ETL) options available on the market. The patterns which can be essential to AgentSync’s capacity to attach our merchandise to different platforms are already built-in, even to purposes which can be unrelated to Salesforce.
Even simpler is integration with different AppExchange purposes. When an software is on the Salesforce AppExchange, we all know it will be simple for us to combine with as a result of it’s talking the identical language, and we all know it’s going to share the excessive Salesforce requirements for safety. That simple connectivity out of the field permits us to seek out partnerships that reach our product capabilities to serve our buyer wants.
For example, when a buyer is searching for a background test answer, we might level to VerifiedFirst on the AppExchange and know, not solely was it going to fulfill our buyer’s wants, but it surely was going to fulfill our requirements for safety, and we might alternate information to offer extra insights in each instruments that profit our prospects.
We all know we will’t remedy every bit of the puzzle. There are such a lot of wants for anybody in an insurance coverage perform, and the AppExchange permits us to exit and discover methods to unravel buyer wants quickly, which helps us deal with our velocity, our service, and our instruments.
A dependable consumer expertise
We constructed AgentSync with a Salesforce spine as a result of the underside line for us is a safe, customer-centric expertise, and Salesforce has helped us ship that. With their instruments, our merchandise could be extremely configurable with out us taking up the added expense and time of getting an engineering workforce writing a lot code. And, each time Salesforce updates its infrastructure, we – and our prospects – mechanically profit.
Within the insurance coverage business, numerous our prospects even have extra bespoke processes and inside instruments. By utilizing the Salesforce-enabled low-code or no-code strategy after we can, we will focus extra of our engineering efforts on the service and company instruments which can be essentially customized.
Finally, we need to assist our prospects rework their processes to be extra environment friendly, much less time-consuming, and extra people-friendly, and Salesforce permits us to ship on that higher than if we had constructed our code from scratch.
No matter what’s in your present tech stack, to see how AgentSync’s Handle product might help you obtain your personal metamorphosis, test us out.
[ad_2]