CRMJetty

Think back to the last time you searched for personal insurance online. Chances are, you typed something like “best personal insurance plans” into Google, clicked through a few articles, maybe explored a comparison site, and browsed broker websites. That’s exactly what most of your potential customers are doing. They’re not just looking for quotes — they’re expecting instant answers, easy-to-understand options, and a smooth digital journey from inquiry to policy purchase. This shift in behavior has changed how insurance brokers operate. It’s no longer enough to rely solely on traditional methods like phone calls, emails, or in-person meetings. Today’s competitive market demands that brokers meet their clients where they are — online. And to do that efficiently, they need the right tools in place. Enter the Salesforce broker portal — a powerful solution designed to help brokers deliver faster, smarter, and more personalized service. At its core, a broker portal serves as a centralized p...

For personal insurance, do you tend to call someone or lookup on Google for the answers?   It's Google, probably! Because it's easy and convenient to find answers and solutions rather than asking for help. We expect round-the-clock service, which is not possible in a traditional approach. Technology has transformed convenience into luxury and is now a necessity. Insurance brokers need to embrace technology to stay competitive in the digital environment. The key is to bring a solution like a Salesforce broker portal that helps brokers know when an existing customer has a policy in another line with them. Broker portals boost brokers' efficiency, enable mobility, and enhance customer experience. With the help of Salesforce broker portals, insurers can create personalized offers tailored for individual customers by analyzing their surveys and other open data. The right solution can help protect backend operations and streamline frontend operations to ensure a 360-degree vie...