Partnership expands existing solutions to bring future innovation to the insurance market

MILWAUKEE, September 21, 2022 /PRNewswire/ — Insurtech Leader, Zywave, today announced at InsureTech Connect Vegas (ITC) 2022 a dedicated partnership and increased collaboration with Salesforce, the global leader in customer relationship management (CRM). This partnership will bring the worlds of insurance agency sales and customer service closer together, creating more efficient strategic workflows powered by data and content to deliver a seamless customer experience.

“As insurance agencies grow and develop new digital solutions to engage with customers, the historic divide between selling new business and serving this business has only widened, creating even more more challenges in coordinating cross-functional work and customer experience,” said Jason Liu, CEO of Zywave. “We are excited to team up with Salesforce, combining Zywave’s revenue-generating solutions with a flexible, world-class CRM, to help simplify and unite these workflows. Deepening our partnership will unlock growth potential. unlimited for our mutual customers and the insurance industry as a whole.”

The combined offering, Zywave for Salesforce, delivers the benefits of a powerful, market-leading CRM platform with highly personalized, data-driven workflows for the insurance industry. Joint customers will benefit from increased collaboration on a suite of cloud-based products. Building on various solutions that Zywave has brought to market over the past few years, the two companies have collaborated on deeper integration into the Salesforce Industries and Financial Services Cloud platform, including prospecting data connectivity. and content management solutions. Today’s announcement will expand these integrations to include real-time connectivity for insurance quotes and policy management for ongoing service and renewals, resulting in the agency platform most robust end-to-end insurance solution leveraging Salesforce CRM.

“The future of insurance requires innovative, connected technology that gives customers the sleek digital experience they expect,” said Raja Singh, senior vice president and general manager at Salesforce Industries. “Salesforce and Zywave go hand in hand because of our shared vision of fully enabling the customer journey. We are especially excited to work with Zywave, given their open API framework for small group benefit quotes, as well as their app exchange products for both data and content. industry, enabling our strategy to automate these critical insurance workflows within Salesforce. Together, Salesforce and Zywave empower users to do their jobs efficiently and unlock their critical business data, so it can be mined for real-time intelligence. forward.”

In addition to the announcement showcasing the partnership between Salesforce and Zywave at ITC, Zywave for Salesforce will be featured at the annual Salesforce User Conference, Dreamforce, on September 22, 2022.

For more information about Zywave and its full list of integrations and partnerships, visit www.zywave.com or email [email protected].

About Zywave

Zywave leads the insurtech industry, fueling business growth for its partners with cloud-based sales management, customer delivery, content and analytics solutions. Zywave’s all-in-one platform offers customizable, user-friendly options that allow insurance professionals to create a unique solution tailored to their specific growth objectives: their own modern RevOps Machine. More than 15,000 carriers, agencies, and brokers worldwide, including all of the top 100 U.S. insurance brokers, use Zywave solutions to improve customer services, achieve business growth, and promote better health, well-being, risk management and safety. Additional information can be found at www.zywave.com.

About Salesforce

Salesforce, the global leader in CRM, empowers businesses of all sizes and in all industries to digitally transform and create a 360° view of their customers. For more information on Salesforce (NYSE: RCMP), visit: www.salesforce.com.

Contact: April Larsen
[email protected]


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