Accenture Launches Cloud-based Agent Effectiveness Solution Developed on Salesforce

the new solution provides sales leaders with visibility into the end-to-end agency performance cycle, from the establishment of agency and territory sales goals to tracking production results and developing individualized action plans to improve agent performance.

Accenture (Dublin) has released the Accenture Insurance Agent Effective Solution, a cloud-based application built on the Salesforce1 Platform, designed to help insurance field sales organizations to prospect and recruit agencies, agents and brokers.

Erik Sanquist, Managing Director, Distribution and Marketing Services, Accenture.

Erik Sanquist, Managing Director, Distribution and Marketing Services, Accenture.

The vendor reports that the new solution provides sales leaders with visibility into the end-to-end agency performance cycle, from the establishment of agency and territory sales goals to tracking production results and developing individualized action plans to improve agent performance. The Accenture Insurance Agent Effective Solution provides reporting and dashboards to help sales leaders proactively analyze market opportunities and identify strategies to expand customer relationships, according to Accenture.

“Insurance carriers that distribute through agents and brokers face a broad range of challenges, including an aging workforce, agency consolidation, and rapidly changing customer preferences and expectations,” comments Erik Sandquist, managing director, Accenture Distribution and Marketing Services in North America. “The Accenture Insurance Agent Effectiveness Solution helps address those challenges by providing information and insight to support timely decisions and immediate actions, from appointing the right agencies and producers to identifying steps individual agents can take to increase sales and strengthen customer relationships.”

Neeracha Taychakhoonavudh, SVP, Partner Programs, Salesforce.

Neeracha Taychakhoonavudh, SVP, Partner Programs, Salesforce.

The Accenture Insurance Agent Effectiveness Solution was developed through what Accenture describes as a close working relationship between Salesforce and Accenture, which combined Accenture’s deep industry knowledge with Salesforce, the world’s number one CRM Platform, according to Neeracha Taychakhoonavudh, senior VP, partner programs, Salesforce. “We believe this new solution for insurance carriers will support improvements in many areas, including setting aggressive but realistic sales goals, developing agents’ skills and identifying new opportunities for agents to pursue,” she says.

Flexible, Modular Application

A vendor statement calls the Accenture Insurance Agent Effectiveness Solution a flexible, modular application that supports the agency performance cycle including sales planning, recruiting, relationship management, sales execution and performance management. The platform is designed for insurance carriers that distribute through exclusive and/or independent insurance agencies and brokers, according to Accenture. It can be implemented quickly and cost-effectively through the use of Accenture’s proven tools and supporting methodology, the vendor claims.

In recognition of what a vendor statement calls Accenture’s proven track record and unique ability to offer differentiated solutions – as well as its Salesforce implementation expertise and demonstrated sales and delivery success – the Accenture Insurance Agent Effectiveness Solution has been certified as a Fullforce Solution for Salesforce Financial Services, Accenture reports.

Accenture and Salesforce have worked together for more than a decade, helping organizations develop and execute comprehensive cloud strategies to achieve the full potential of enterprise cloud computing at speed, according to the vendor statement. Accenture reports that it is recognized by an independent industry analyst firm as the global leader in Salesforce implementation services1 and is the lead service provider on many of Salesforce’s largest transformational projects. Accenture has more than 4,100 people skilled in working with Salesforce and more than twice as many certified people as any other company.

 

 

Anthony R. O’Donnell // Anthony O'Donnell is Executive Editor of Insurance Innovation Reporter. For nearly two decades, he has been an observer and commentator on the use of information technology in the insurance industry, following industry trends and writing about the use of IT across all sectors of the insurance industry. He can be reached at [email protected] or (503) 936-2803.

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