bolt for Salesforce
By bolt
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Free to install
- Listed since
- 2024
About bolt for Salesforce
Quote from over 100 carriers directly from Salesforce!
bolt is the world’s largest technology enabled insurance exchange. Our platform provides access to over 100 insurance carriers and hundreds of insurance products across all 50 states. Our integration with Salesforce allows you to access our platform directly from a customer record and provide multiple quotes from multiple carriers in minutes -- all within the Salesforce CRM experience.
By connecting to the bolt platform, you can expand your existing appointment portfolio and ensure you meet all of your customers' insurance and protection needs. Delight your customers with more choice and flexibility, and convert more business.
With a direct integration into Salesforce, you no longer need to hop between your CRM and multiple carrier portals to offer quotes to clients. Complete a single interview for multiple quotes, then track the status of quotes and trigger timely follow-ups.
Boost your revenue, market access and efficiency with bolt for Salesforce today! Contact Kevin Decloux (kevind@boltinc.com) at bolt to learn more!
Highlights
- Improve agent efficiency • Complete one interview and receive multiple quotes from multiple carriers, without navigating from portal to portal • Pre-populate interviews with Salesforce data and third-party providers to minimize manual data entry
- Delight customers • Get real-time quotes delivered in minutes • Offer customers more choice and flexibility • Track quote statuses to trigger timely follow-ups
- Increase revenue • Offer clients more quotes, more carriers, and easy access to hard markets • Generate higher quote-to-policy conversion rates thanks to faster and more accurate quoting
- Reduce operational costs • Reduce manual errors with automation and prepopulated data • Quickly onboard agents with a unified system • Automatically carry over existing user hierarchy from your business unit
- Enhance data management • Ensure consistency and accuracy with unified storage of customer and quote data • Support strategic decision-making with detailed reports and analytics
- 360 customer view within Sales Cloud • See quote status for each customer • Track rates received, premium amounts, and carriers with appetite for the risk
Screenshots and videos
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Pricing
Free to install.
| Plan | Price | Billed |
|---|---|---|
| Standard | $40 per user | Monthly |
For pricing questions, please contact Kevin Decloux (kevind@boltinc.com).
Compatibility
- Works with
- Sales Cloud
- Financial Services Cloud
- Requires
- Sales Cloud
- Salesforce editions
- Enterprise
- Unlimited
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on August 16, 2024
- Industries
- Automotive
- Financial Services
- High Tech
- Languages
- English