Saturday, June 25, 2022


This put up is a part of a sequence sponsored by AgentSync.

It’s no secret AgentSync has a Salesforce spine. However should you’re not conversant in the intersection of expertise and insurance coverage, it’s possible you’ll not perceive why we selected this route to construct.

From a easy historic standpoint, AgentSync wasn’t developed in a vacuum. We stand on the shoulders of giants; we’re a startup in a legacy trade, one during which Salesforce has a agency basis.

Why Salesforce?

From a private standpoint, lengthy earlier than I had written a line of code for AgentSync, and earlier than I met Niji Sabharwal – who’s my husband in addition to my cofounder – I labored across the Salesforce setting. I’d seen Salesforce utilized in waste administration, in nonprofit organizations recording donations, in monitoring farmland use, and I noticed it was a robust platform. My numerous encounters meant I used to be well-versed within the engineering facets of the Salesforce ecosystem.

Niji in his roles at LinkedIn and Zenefits labored with Salesforce from the operations facet of the home, and knew how sturdy Salesforce was for information and reporting. So, from very early on, it made sense to have Salesforce be a part of the instruments we had been constructing. A number of elements past our private experiences additionally made Salesforce an apparent and superb associate.

Safety and the Salesforce fame

We constructed AgentSync from a security-first strategy. One motive Salesforce was such a pure match was we knew getting in that our merchandise must conform to Salesforce’s excessive expectations for safety. Not solely would the underlying structure have excessive safety requirements, however our code must undergo an intensive third-party vetting course of, searching for errors or vulnerabilities, nicely earlier than it ever acquired in entrance of our prospects.

Moreover, we had been in a position to make use of the sturdy role-based safety framework throughout the platform to help our customers with the safe, complicated sharing fashions they want throughout the product to help a spread of personas from licensing directors to particular person brokers. That was engaging to us and really suitable with the aim of our product – AgentSync’s merchandise deal with a excessive quantity of information, and defending our customers’ information is of the utmost significance.

As a result of Salesforce is so broadly used within the insurance coverage and monetary vertical, we knew our partnership would additionally give us that leverage. As an alternative of getting to undergo an in depth clarification of our safety requirements, anybody who’s conversant in Salesforce and the group’s intense normal already is aware of we now have handed that prime bar of excellence.

In fact, for anybody searching for affirmation, we now have accomplished our SOC 2 Kind I report, however we knew from day one which we had been working throughout the guardrails of a extremely safe infrastructure.

Flexibility, velocity, and Salesforce’s infrastructure

My background with Salesforce was in designing the applying to deal with scale, each when it comes to quantity and within the complexity of workflows. From my earlier experiences, I discovered that flexibility is vital to scaling, because the enterprise should usually change quickly to realize success and subsequently the enterprise functions supporting the enterprise should be capable to flex.

The platform’s suite of low-code instruments makes it superb for fast iteration for inner Salesforce groups. That’s vital to supporting our buyer base of insurance coverage businesses, carriers, and MGAs/MGUs who every have their very own use-cases for our merchandise. We needed flexibility, however we additionally needed to maneuver rapidly. Constructing instruments from scratch that may require heavy code and quite a lot of engineering simply to succeed in fundamental performance was not in our prospects’ greatest curiosity.

Salesforce has quite a lot of instruments that make it doable to construct quite a lot of product performance with out a single line of unique code. This no-code or low-code strategy makes it simple to customise our person expertise, so we may give our prospects one thing that works greatest for them and their particular wants with out taking years to construct out a single operate or a single restricted use.

With the ability to construct our product in blocks that may be modified out and rearranged from the very starting was important to having the ability to scale rapidly, and meet our prospects at no matter scale they’re at, as nicely.

Connectivity and the AppExchange

Being constructed on the platform means we robotically make the most of Salesforce’s robust suite of APIs, in addition to having the ability to use normal connectors in lots of extract, remodel, load (ETL) options available on the market. The patterns which are vital to AgentSync’s potential to attach our merchandise to different platforms are already built-in, even to functions which are unrelated to Salesforce.

Even simpler is integration with different AppExchange functions. When an software is on the Salesforce AppExchange, we all know it will be simple for us to combine with as a result of it’s talking the identical language, and we all know it’s going to share the excessive Salesforce requirements for safety. That simple connectivity out of the field permits us to seek out partnerships that reach our product capabilities to serve our buyer wants.

As an illustration, when a buyer is searching for a background verify resolution, we may level to VerifiedFirst on the AppExchange and know, not solely was it going to satisfy our buyer’s wants, however it was going to satisfy our requirements for safety, and we may change information to supply extra insights in each instruments that profit our prospects.

We all know we will’t resolve every bit of the puzzle. There are such a lot of wants for anybody in an insurance coverage operate, and the AppExchange permits us to exit and discover methods to unravel buyer wants quickly, which helps us concentrate on our velocity, our service, and our instruments.

A dependable person expertise

We constructed AgentSync with a Salesforce spine as a result of the underside line for us is a safe, customer-centric expertise, and Salesforce has helped us ship that. With their instruments, our merchandise may be extremely configurable with out us taking up the added expense and time of getting an engineering group writing a lot code. And, each time Salesforce updates its infrastructure, we – and our prospects – robotically profit.

Within the insurance coverage trade, quite a lot of our prospects even have extra bespoke processes and inner instruments. By utilizing the Salesforce-enabled low-code or no-code strategy once we can, we will focus extra of our engineering efforts on the service and company instruments which are essentially customized.

Finally, we need to assist our prospects remodel their processes to be extra environment friendly, much less time-consuming, and extra people-friendly, and Salesforce permits us to ship on that higher than if we had constructed our code from scratch.

No matter what’s in your present tech stack, to see how AgentSync’s Handle product may help you obtain your personal metamorphosis, verify us out.

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