| December 17, 2014 Vlocity Insurance 2.0 Takes a Big Step in Omnichannel Insurance Service The necessity of a multi-channel environment, even an omnichannel environment, is becoming increasingly clear at virtually every level and breed of sales. It's not enough to be parked at a desk waiting for a call, or making calls to potential customers on a cold-calling basis. Now, companies need to be ready regardless of the avenue customers may want to use, be it live chat, social media, or anything else. Vlocity, meanwhile, wants to help out on that front by releasing Vlocity Insurance 2.0, an omnichannel approach to insurance that offers powerful solutions for insurance agents, brokers, and carriers alike.
Vlocity, at last report, represents the first industry cloud software company that can bring multiple industry-specific tools into play for use with the Salesforce1 platform, and shows off some of that prowess with Vlocity Insurance 2.0. One of the biggest additions with the new rollout, according to Vlocity, is that ABD Insurance & Financial Services is now live on Vlocity Insurance 2.0, a major development since ABD is one of the top 100 brokers of risk and reward advisory services.
There are an assortment of new tools included in the system, including visualization tools for network insurance relationships of all types ranging from individual and household to business. Know Your Customer data and disclosures are more readily kept on hand, and it becomes much easier to show the key points of policies, as same are integrated with agency management systems. There are tools to better identify events that serve as calls to action, as well as reminders for renewals, with tools to track product information and better incorporate that information into presentations. Plus, there are a specific set of tools geared toward the mobile advisor, from actionable profiles to portfolio tracking and the ability to better access information about current products and services available...Read More
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