This submit is a part of a collection sponsored by AgentSync.
It’s no secret AgentSync has a Salesforce spine. However for those who’re not aware of the intersection of know-how 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 atmosphere. 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 varied encounters meant I used to be well-versed within the engineering points of the Salesforce ecosystem.
Niji in his roles at LinkedIn and Zenefits labored with Salesforce from the operations facet of the home, and knew how sturdy Salesforce was for information and reporting. So, from very early on, it made sense to have Salesforce be a part of the instruments we had been constructing. A number of components past our private experiences additionally made Salesforce an apparent and ideally suited associate.
Safety and the Salesforce status
We constructed AgentSync from a security-first strategy. One cause Salesforce was such a pure match was we knew stepping 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, in search of errors or vulnerabilities, properly earlier than it ever acquired in entrance of our clients.
Moreover, we had been in a position to make use of the sturdy role-based safety framework throughout the Drive.com platform to help our customers with the safe, complicated sharing fashions they want throughout the product to help a spread of personas from licensing directors to particular person brokers. That was enticing to us and really suitable with the aim 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 extensively 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 clarification of our safety requirements, anybody who’s aware of Salesforce and the group’s intense commonplace already is aware of we have now handed that prime bar of excellence.
After all, for anybody in search of affirmation, we have now completed our SOC 2 Type I report, however we knew from day one which we had been working throughout the guardrails of a extremely safe infrastructure.
Flexibility, pace, and Salesforce’s infrastructure
My background with Salesforce was in designing the appliance to deal with scale, each when it comes to quantity and within the complexity of workflows. From my earlier experiences, I discovered 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 be capable of flex.
The Drive.com platform’s suite of low-code instruments makes it ideally suited for fast iteration for inner Salesforce groups. That’s important 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 needed flexibility, however we additionally needed to maneuver rapidly. Constructing instruments from scratch that might require heavy code and a variety of engineering simply to succeed in fundamental performance was not in our clients’ greatest curiosity.
Salesforce has numerous instruments that make it doable to construct a variety of product performance and not using a single line of authentic code. This no-code or low-code strategy makes it straightforward to customise our consumer expertise, so we may give our clients one thing that works greatest for them and their particular wants with out taking years to construct out a single operate 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 rapidly, and meet our clients at no matter scale they’re at, as properly.
Connectivity and the AppExchange
Being constructed on the Drive.com platform means we robotically make the most of Salesforce’s sturdy suite of APIs, in addition to with the ability to use commonplace connectors in lots of extract, rework, load (ETL) options in the marketplace. The patterns which might be important to AgentSync’s capability to attach our merchandise to different platforms are already built-in, even to purposes which might be unrelated to Salesforce.
Even simpler is integration with different AppExchange purposes. When an utility is on the Salesforce AppExchange, we all know it’s going to be straightforward 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 straightforward connectivity out of the field permits us to seek out partnerships that stretch our product capabilities to serve our buyer wants.
For example, when a buyer is in search of a background examine answer, we may level to VerifiedFirst on the AppExchange and know, not solely was it going to satisfy our buyer’s wants, however it was going to satisfy our requirements for safety, and we may alternate information to offer extra insights in each instruments that profit our clients.
We all know we will’t clear up each piece of the puzzle. There are such a lot of wants for anybody in an insurance coverage operate, and the AppExchange permits us to exit and discover methods to resolve buyer wants quickly, which helps us deal with our pace, 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 may be extremely configurable with out us taking over the added expense and time of getting an engineering group writing a lot code. And, each time Salesforce updates its infrastructure, we – and our clients – robotically profit.
Within the insurance coverage business, a variety of our clients even have extra bespoke processes and inner instruments. Through the use of the Salesforce-enabled low-code or no-code strategy after we can, we will focus extra of our engineering efforts on the provider and company instruments which might be essentially customized.
Finally, we need to assist our clients 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 may help you obtain your individual metamorphosis, check us out.
