04/25/2024 | Press release | Distributed by Public on 04/25/2024 01:19
Goosehead Insurance, an independent personal lines insurance agency, is now using the Einstein 1 Platform to build deeper client relationships and improve productivity with trusted data and AI from Salesforce.
At-a-glance: Goosehead is focused on reducing barriers and unlocking their large datasets to adequately manage their growing business. The insurance company invested in the Einstein 1 Platform to unify Goosehead data from various systems and consolidate it together under one umbrella for use in a variety of applications. With Salesforce, Goosehead can service policyholders more efficiently and effectively with industry-leading innovations like its direct-to-consumer quoting platform, which gives customers quotes on new insurance policies in under two minutes.
The impact: By integrating Salesforce solutions, the company will empower agents to be more productive, delivering more timely, personalized experiences and better business outcomes. This is especially important during time-sensitive situations common to the property and casualty marketplace, for example, in the aftermath of a severe weather event or car accident. Goosehead's new service capabilities include:
AI benefits on the horizon:
The Goosehead perspective: "At Goosehead Insurance, we lead with innovation and offer unparalleled customer experiences. Goosehead's investment in the Einstein 1 Platform will further enhance the Aviator platform and help our agents provide even more comprehensive insurance solutions for deeper engagement with our clients and improved productivity." - Brim Basom, Managing Director of Technology and Innovation, Goosehead Insurance
By harnessing the power of CRM, trusted data, and AI, agents gain a complete view of their accounts, enabling their policyholders to cultivate stronger, personalized relationships with customers.
Eran Agrios, SVP & GM, Financial Services, SalesforceSalesforce perspective: "Our longstanding partnership with Goosehead Insurance demonstrates our joint commitment to fostering innovation in the insurance industry and empowering agents to work more efficiently. By harnessing the power of CRM, trusted data, and AI, agents gain a complete view of their accounts, enabling their policyholders to cultivate stronger, personalized relationships with customers." - Eran Agrios, SVP & GM, Financial Services, Salesforce
More information: