bolt announces collaboration with Salesforce

bolt announced a collaboration with Salesforce to launch bolt for Salesforce on Salesforce AppExchange with the goal of automating the process of insurance quoting.

The integration enables Salesforce Financial Services Cloud customers to compare insurance quotes across multiple carriers. FSC customers can access a wide range of products on bolt’s platform across standard, specialty, and non-standard carriers.

By integrating data from Salesforce with bolt’s Data Marketplace, agents can leverage prefilled entries in quoting questionnaires to improve accuracy and efficiency and ensure a smoother, more streamlined quoting experience.

“Integrating with Salesforce allows us to deliver a truly innovative experience for agents and brokers by bringing valuable quoting and policy data directly into Salesforce. This integration not only enhances agent and brokers’ ability to offer more product choice and provide tailored, real-time quotes to their clients, but also leverages AI for proactive and personalized quoting. We’re thrilled to enable agencies and brokerages to streamline their operations, scale faster with rapid market expansion and better serve their customers, all while working within the familiar Salesforce CRM environment.” – Jon Walheim, CEO at bolt.

“Together with bolt, we’re reimagining the insurance quoting process for brokers, agents and account managers to make it faster and more efficient. By combining the power of Salesforce’s trusted CRM and data with bolt’s vast ecosystem, we’re equipping account managers, brokers, and agents with the data-driven tools needed to streamline the complex quoting process, allowing them to focus on strengthening their client relationships.” – Michelle Lewis, senior director of Insurance Brokerage Solutions at Salesforce.