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Why We Constructed AgentSync on the Salesforce Platform


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

It’s no secret AgentSync has a Salesforce spine. However in the event you’re not conversant in the intersection of expertise 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 business, one through 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 varied 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 aspect of the home, and knew how strong Salesforce was for information and reporting. So, from very early on, it made sense to have Salesforce be a part of the instruments we have been constructing. A number of elements past our private experiences additionally made Salesforce an apparent and preferrred companion.

Safety and the Salesforce popularity

We constructed AgentSync from a security-first method. One motive Salesforce was such a pure match was we knew getting 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 an intensive third-party vetting course of, on the lookout for errors or vulnerabilities, effectively earlier than it ever obtained in entrance of our clients.

Moreover, we have been in a position to make use of the strong role-based safety framework inside the platform to assist our customers with the safe, complicated sharing fashions they want inside the product to assist a spread of personas from licensing directors to particular person brokers. That was engaging to us and really appropriate with the purpose 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 clarification of our safety requirements, anybody who’s conversant in Salesforce and the group’s intense normal already is aware of we’ve got handed that prime bar of excellence.

In fact, for anybody on the lookout for affirmation, we’ve got accomplished our SOC 2 Kind I report, however we knew from day one which we have been working inside the guardrails of a extremely safe infrastructure.

Flexibility, pace, and Salesforce’s infrastructure

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

The platform’s suite of low-code instruments makes it preferrred for fast iteration for inner Salesforce groups. That’s important 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 might require heavy code and lots of engineering simply to succeed in fundamental performance was not in our clients’ finest curiosity.

Salesforce has a variety of instruments that make it doable to construct lots of product performance and not using a single line of unique code. This no-code or low-code method makes it straightforward to customise our person expertise, so we may give our clients 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.

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

Connectivity and the AppExchange

Being constructed on the platform means we mechanically reap the benefits of Salesforce’s sturdy suite of APIs, in addition to with the ability to use normal connectors in lots of extract, remodel, load (ETL) options in the marketplace. The patterns which are important to AgentSync’s capability to attach our merchandise to different platforms are already built-in, even to purposes which are unrelated to Salesforce.

Even simpler is integration with different AppExchange purposes. When an utility is on the Salesforce AppExchange, we all know it will 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 search out partnerships that stretch our product capabilities to serve our buyer wants.

For example, when a buyer is on the lookout for a background examine resolution, we might level to VerifiedFirst on the AppExchange and know, not solely was it going to satisfy our buyer’s wants, but it surely was going to satisfy our requirements for safety, and we might alternate information to offer extra insights in each instruments that profit our clients.

We all know we will’t remedy each piece 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 resolve buyer wants quickly, which helps us deal with our pace, 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 might 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 clients – mechanically profit.

Within the insurance coverage business, lots of our clients even have extra bespoke processes and inner instruments. By utilizing the Salesforce-enabled low-code or no-code method once we can, we will focus extra of our engineering efforts on the provider and company instruments which are essentially customized.

In the end, we wish to assist our clients 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 might help you obtain your individual metamorphosis, examine us out.




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