iPipeline, a marketing, selling and processing applications company for insurance carriers, distributors, and financial institutions, is now part of the Salesforce.com Partner Program to deploy the AgentOne Desktop for customers.
The new desktop will offer integrations between the Salesforce Platform, iPipeline’s marketing, selling and processing applications, and other proprietary applications to captive agents selling insurance. The platform will be made available for deployment in late-fall/early-winter. A version of AgentOne for independent agents will follow.
AgentOne is being offered as a platform to access all agent-facing tools, including needs analysis, illustrations, electronic applications, pending case status, forms, in-force policies and Salesforce1 Platform functions, said iPipeline, adding that AgentOne can run on a client’s existing Salesforce implementation.
“We view our alliance with Salesforce.com as a game changer because it provides agents across the enterprise with one-stop, seamless access to iPipeline’s integrated solutions all from within the familiar Salesforce interface,” said Tim Wallace, CEO, iPipeline.
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