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HomeProperty InsuranceWhy We Constructed AgentSync on the Salesforce Platform

Why We Constructed AgentSync on the Salesforce Platform

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This publish is a part of a collection sponsored by AgentSync.

It’s no secret AgentSync has a Salesforce spine. However for those who’re not acquainted with the intersection of know-how and insurance coverage, you might 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 by 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 atmosphere. 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 varied encounters meant I used to be well-versed within the engineering elements of the Salesforce ecosystem.

Niji in his roles at LinkedIn and Zenefits labored with Salesforce from the operations aspect 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 supreme accomplice.

Safety and the Salesforce popularity

We constructed AgentSync from a security-first method. One purpose Salesforce was such a pure match was we knew entering into 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 a radical third-party vetting course of, in search of errors or vulnerabilities, nicely earlier than it ever bought in entrance of our prospects.

Moreover, we had been ready to make use of the sturdy role-based safety framework inside the Drive.com platform to help our customers with the safe, advanced sharing fashions they want inside the product to help a spread of personas from licensing directors to particular person brokers. That was enticing to us and really appropriate 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 a substitute of getting to undergo an in depth rationalization of our safety requirements, anybody who’s acquainted with Salesforce and the group’s intense commonplace already is aware of we’ve handed that top bar of excellence.

After all, for anybody in search of affirmation, we’ve accomplished our SOC 2 Sort I report, however we knew from day one which we had been working inside the guardrails of a extremely safe infrastructure.

Flexibility, velocity, and Salesforce’s infrastructure

My background with Salesforce was in designing the appliance to deal with scale, each when it comes to quantity and within the complexity of workflows. From my earlier experiences, I realized that flexibility is essential to scaling, because the enterprise should typically change quickly to attain success and due to this fact the enterprise purposes supporting the enterprise should have the ability to flex.

The Drive.com platform’s suite of low-code instruments makes it supreme for fast iteration for inner Salesforce groups. That’s crucial 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 loads of engineering simply to succeed in primary performance was not in our prospects’ finest curiosity.

Salesforce has a lot of instruments that make it doable to construct loads of product performance with out a single line of unique code. This no-code or low-code method makes it straightforward to customise our consumer expertise, so we can provide our prospects one thing that works finest for them and their particular wants with out taking years to construct out a single operate or a single restricted use.

Having 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 Drive.com platform means we robotically benefit from Salesforce’s robust suite of APIs, in addition to having the ability to use commonplace connectors in lots of extract, rework, load (ETL) options available on the market. The patterns which might be crucial to AgentSync’s means to attach our merchandise to different platforms are already built-in, even to purposes which might be unrelated to Salesforce.

Even simpler is integration with different AppExchange purposes. When an utility is on the Salesforce AppExchange, we all know it’ll be straightforward 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 straightforward connectivity out of the field permits us to seek out partnerships that stretch our product capabilities to serve our buyer wants.

As an example, when a buyer is in search of a background test answer, we might level to VerifiedFirst on the AppExchange and know, not solely was it going to satisfy our buyer’s wants, nevertheless it was going to satisfy our requirements for safety, and we might change information to supply extra insights in each instruments that profit our prospects.

We all know we are able to’t remedy 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 give attention to our velocity, our service, and our instruments.

A dependable consumer 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 will be extremely configurable with out us taking over the added expense and time of getting an engineering crew writing a lot code. And, each time Salesforce updates its infrastructure, we – and our prospects – robotically profit.

Within the insurance coverage trade, loads of our prospects even have extra bespoke processes and inner instruments. Through the use of the Salesforce-enabled low-code or no-code method once we can, we are able to focus extra of our engineering efforts on the service and company instruments which might be essentially customized.

Finally, we need to assist our prospects rework 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 also help you obtain your personal metamorphosis, test us out.

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