Herald and Salesforce Collaborate to Enable Real-Time Commercial Insurance Connectivity
Originally posted here: https://www.heraldapi.com/blog/herald-and-salesforce-collaborate-to-enable-real-time-commercial-insurance-connectivity
New York, NY – September 4, 2024 – Herald, who builds digital infrastructure for commercial insurance solutions, collaborating with Salesforce, the world’s leading customer relationship management (CRM) platform. This initiative will enable mutual technologies to help accelerate insurance brokerages who use Salesforce to quote and bind insurance natively within the CRM.
The initiative integrates Herald’s unified API into Salesforce’s Financial Services Cloud. Brokers are able to quote insurance products directly from their Salesforce CRM, compare prices and coverage across multiple carriers, and bind insurance instantly. This integration empowers brokerages to serve insureds faster and more efficiently, setting a new standard in the industry for client service.
“Our collaboration with Herald enables brokerages to accelerate time to value, create cost savings through increased productivity, and deepen customer trust with every interaction,” said Michelle Lewis, Senior Director of Agency & Brokerage Solutions & Strategy at Salesforce. “By providing an open platform and ecosystem, Salesforce allows enterprise brokerages to integrate best-in-class Insurance industry solutions into the workflows that allow their team to aggressively grow their books of business.”
This effort underscores Salesforce and Herald’s shared commitment to driving digital transformation in the Insurance industry by empowering developers to integrate key technologies and create seamless workflows for brokers.
“This collaboration is a significant step forward in our mission to modernize the Insurance industry and provide brokerages with the tools they need to succeed.” said Matt Antoszyk, Co-founder and CEO of Herald. “We have seen the most innovative enterprise brokerages invest in Salesforce’s CRM capabilities, and we are excited to empower those brokerages by connecting them to their top commercial insurance carrier partners.”
About Herald
Herald builds digital infrastructure for commercial insurance. Brokerages and Software platforms use Herald to streamline placement and management of commercial insurance across multiple carrier partners. For more information, visit www.heraldapi.com or email hello@heraldapi.com.
About Salesforce
Salesforce is the #1 AI CRM, empowering companies to connect with their customers in a whole new way through the power of CRM + AI + Data + Trust on one unified platform: Einstein 1. For more information visit: www.salesforce.com.
Media Contact
Ben Shaw
Herald
ben@heraldapi.com
For general information, reach out to hello@heraldapi.com