Unify Your Insurance Agency With Custom Salesforce Solutions

Ansel helps you identify and overcome inefficient workflows that hold your business back. Reach out today to learn how you can maximize the value of your CRM

CHALLENGES

Are you struggling to innovate within your agency?

Salesforce is incredibly powerful but it can be difficult to harness its full potential for your insurance agency. We’re familiar with the challenges you face in optimizing CRM processes and technology solutions to meet the unique demands of the insurance industry.

Without the right guidance and support, the consequences of underutilizing Salesforce in your operations can be significant and costly. You risk falling behind competitors, missing out on valuable opportunities, and struggling to meet the evolving needs of your business and clients.

High Cost & Low Adoption

A poorly implemented Salesforce Organization can be a costly mistake - not only on the bottom line of your invoice, but also in the form of missed opportunities for growth. If Salesforce does not meet user needs or is perceived as difficult to use, employees may resist adoption.

Data Integration

You may have multiple software solutions for various business functions such as underwriting, claims processing, and marketing. Integrating Salesforce with these systems can be complex and time-consuming. Ensuring seamless data flow between Salesforce and other platforms is essential for a unified view of client information.

Industry Specific Needs

In the complex landscape of the insurance industry, leveraging a CRM like Salesforce requires unique customizations. While Salesforce offers versatility, it's not inherently tailored to our industry's specific requirements. Implementing solutions for unique needs such as policy management and agent analytics can prove to be a big challenge.

SERVICES

Ansel is your guide to Salesforce success

We're here to help you navigate technological challenges and reach the full potential of Salesforce within your agency. Our services are designed to address your agency's pain points and goals, leading you to drive growth and deliver better client experiences.

With our years of experience in both Salesforce and the insurance industry, we have the knowledge and skills to guide you towards success.

Setup & Implementation

Setting up the Salesforce software to fit your insurance agency's needs is critical to your success. We'll customize it to match your specific processes, like managing policies or tracking client interactions, so it works seamlessly for your team.

Custom Solutions Development

We create personalized tools within Salesforce to solve your agency's specific challenges. Whether it's automating routine tasks, connecting Salesforce to other tools you use, or building reports tailored to your business, we have you covered.

Continuous Improvement & Support

Salesforce isn't a set-it-and-forget-it solution. We'll work with you to continuously improve how you use Salesforce as your agency evolves. From optimizing your workflows to training your team on new features, we're here to help you get the most out of Salesforce.

Training & Guidance

We'll ensure your team feels confident using Salesforce by providing tailored training sessions and documentation. Whether it's answering questions, troubleshooting issues, or sharing best practices, we're committed to empowering your team to succeed with Salesforce.

SERVICES

Ansel is your guide to Salesforce success

We're here to help you navigate technological challenges and reach the full potential of Salesforce within your agency. Our services are designed to address your agency's pain points and goals, leading you to drive growth and deliver better client experiences.

With decades of experience in both Salesforce consulting and the insurance industry, we have the knowledge and skills to guide you towards success.

Setup & Implementation

Setting up the Salesforce software to fit your insurance agency's needs is critical to your success. We'll customize it to match your specific processes, like managing policies or tracking client interactions, so it works seamlessly for your team.

Custom Solutions Development

We create personalized tools within Salesforce to solve your agency's specific challenges. Whether it's automating routine tasks, connecting Salesforce to other tools you use, or building reports tailored to your business, we have you covered.

Continuous Improvement & Support

Salesforce isn't a set-it-and-forget-it solution. We'll work with you to continuously improve how you use Salesforce as your agency evolves. From optimizing your workflows to training your team on new features, we're here to help you get the most out of Salesforce.

Training & Guidance

We'll ensure your team feels confident using Salesforce by providing tailored training sessions and documentation. Whether it's answering questions, troubleshooting issues, or sharing best practices, we're committed to empowering your team to succeed with Salesforce.

HOW WE WORK

How Ansel works to transform your agency

Ansel's approach is simple. We put you and your business goals in center focus while continuously delivering improved solutions.

Our specialized Salesforce consulting services are designed specifically for insurance agencies like yours. Whether you're looking to streamline operations, enhance client relationships, or boost sales efficiency, we have the expertise and solutions to make it happen.

A diagram showing the connection between a business' goals and problems to their solutionsA diagram showing the connection between a business' goals and problems to their solutionsA diagram showing the connection between a business' goals and problems to their solutionsA diagram showing the connection between a business' goals and problems to their solutions

Initial Consultation & Discovery

We begin with a thorough discovery period to understand your agency’s problems and goals so that we can connect the solutions we build to your most critical needs.

Establish the goals you have for your business

Identify the biggest pain points you face day to day

Align the problems we aim to solve with your agency's goals

Prioritization & Project Definition

Then, we develop a customized roadmap that outlines out the steps we intend to take to solve your organization’s problems.

Prioritize solutions on what will provide the greatest value to your agency

Plan our projects to account for budget and time requirements

A diagram showing prioritized projects from least to most importantA diagram showing prioritized projects from least to most importantA diagram showing prioritized projects from least to most importantA diagram showing prioritized projects from least to most important
A looping shaped graphic describing the delivery of continuous valueA looping shaped graphic describing the delivery of continuous valueA looping shaped graphic describing the delivery of continuous valueA looping shaped graphic describing the delivery of continuous value

Development & Implementation

When our roadmap is clear, we begin implementing our solutions. We always incorporate our principles of iterative and incremental development to ensure that you’re getting usable solutions from the moment we begin.

Build quick iterations of solutions to provide you with immediate value

Gather user feedback to incrementally improve and optimize our projects

Document new workflows and train users to gain adoption within your agency

I’ve had the pleasure of collaborating with the partners of Ansel on multiple projects, and I couldn’t be more impressed. Their professionalism, expertise, attention to detail and dedication shine through in every interaction. The strengths that each of the Ansel team members bring to the table compliment each other so well and lead to project success.  From start to finish, they consistently exceed expectations, delivering top-notch results.

In summary, I wholeheartedly recommend Ansel to anyone seeking a trustworthy and skilled technology business partner. I look forward to many more successful collaborations in the future.
Rhonda Cox, the CEO of CoVerica

Rhonda Cox

CEO, CoVerica

BENEFITS

What will your agency's future look like?

Without the right guidance and support, you risk continuing to struggle with inefficient processes, missed opportunities, and stagnant growth. Ansel helps you avoid these pitfalls by providing expert solutions that address your core problems and set you on the path to success.

By partnering with us, you can expect tangible benefits such as increased productivity, efficient operations, and improved client satisfaction. Our solutions empower you to achieve your goals and find new opportunities for growth and innovation.

With newly implemented tools that set you free from old redundant manual processes, your workflows are much more efficient. Salesforce is now a valuable tool that unites every area of your agency.

An office with many employees working efficiently and collaboratively

Salesforce is highly scalable, allowing you to adapt and expand your system as your agency grows. With your employees and agents working in a more efficient environment, your agency's health improves.

Six happy workers standing together as a team

Agents who have a better grasp on their book of business are better equipped to serve their clients. With a stronger system in place to improve your clients experience, your valuable relationships grow stronger.

A professional agent working with a client couple who are happy with their service

Take your insurance agency to the next level

Reach out today to learn how you can maximize the value of your CRM. We'll provide you with recommendations and insights that will help your agency reach your goals.

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Contact us

Reach out today to take your insurance agency to the next level.

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