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Why we built AgentSync on the Salesforce platform



This post is part of a series sponsored by AgentSync.

It’s no secret AgentSync has a Salesforce backbone. But if you are not familiar with the intersection of technology and insurance, you may not understand why we chose this path to build.

From a simple historical point of view, AgentSync was not developed in a vacuum. We stand on the shoulders of the giants; we are a startup in an older industry, one where Salesforce has a solid foundation.

Why Salesforce?

From a personal point of view, long before I had written a code line for AgentSync, and before I met Niji Sabharwal ̵

1; who is my husband as well as my co-founder – I worked around the Salesforce environment. I had seen Salesforce used in waste management, in non-profit organizations that register donations, to track the use of agricultural land, and I realized that it was a powerful platform. My various meetings meant that I was well acquainted with the technical aspects of Salesforce’s ecosystem.

Niji in his roles on LinkedIn and Zenefits worked with Salesforce from the operating side of the house and knew how robust Salesforce was for data and reporting. So from a very early age, it made sense to let Salesforce be a part of the tools we built. Several factors in addition to our personal experience made Salesforce an obvious and ideal partner.

Security and Salesforce reputation

We built AgentSync from a security approach first. One reason Salesforce was so natural was that we knew our products would meet Salesforce’s high safety expectations. Not only would the underlying architecture have high security standards, but our code would need to go through a thorough third-party review, look for errors or vulnerabilities, long before it ever reached our customers.

In addition, we were able to use the robust role-based security framework within the Force.com platform to support our users with the secure, complex sharing models they need within the product to support a range of personas from license administrators to individual agents. It was attractive to us and very compatible with the goal of our product – AgentSync’s products handle a large amount of data, and protecting our users’ data is of utmost importance.

Because Salesforce is used so extensively in the insurance and finance industry, we knew that our partnership would also give us that leverage effect. Instead of having to go through a detailed explanation of our security standards, everyone who is familiar with Salesforce and the organization’s intensive standard already knows that we have passed the high bar of excellence.

Of course, for anyone looking for confirmation, we have completed our SOC 2 Type I report, but we knew from day one that we were operating within the safeguards of a very secure infrastructure.

Flexibility, speed and Salesforce infrastructure

My background with Salesforce was to design the application to handle scale, both in terms of volume and complexity of workflows. From my previous experience, I have learned that flexibility is the key to scaling, because the business often needs to change quickly to achieve success and therefore the business applications that support the business must be able to flex.

The Force.com platform’s suite of low-code tools makes it ideal for fast iteration for internal Salesforce teams. It is crucial to support our customer base of insurance agencies, carriers and MGAs / MGUs who each have their own use cases for our products. We wanted flexibility, but we also wanted to move fast. Building tools from the ground up that would require heavy code and a lot of engineering just to achieve basic functionality was not in our customers’ best interests.

Salesforce has a number of tools that make it possible to build a lot of product functionality without a single line of original code. This approach without code or low code makes it easy to customize our user experience, so that we can give our customers something that works best for them and their specific needs without taking years to expand a single feature or a single limited use.

Being able to build our product in blocks that can be replaced and reorganized from the beginning was crucial to be able to quickly scale and meet our customers in whatever scale they are on.

Connectivity and AppExchange

Being built on the Force.com platform means that we automatically benefit from Salesforce’s strong suite of APIs, and that we can use standard connections in many extract, transform, load (ETL) solutions on the market. The patterns that are crucial to AgentSync’s ability to connect our products to other platforms are already built-in, even for non-Salesforce-related applications.

Even easier is integration with other AppExchange applications. When an application is on Salesforce AppExchange, we know it will be easy for us to integrate with because it speaks the same language, and we know it will share the high Salesforce security standards. The easy connection out of the box allows us to find partnerships that expand our product capacity to meet our customers’ needs.

For example, when a customer is looking for a background check solution, we can point to VerifiedFirst on AppExchange and know that it would not only meet our customers’ needs, but it would meet our security standards, and we could exchange data to provide more insights. in both tools that benefit our customers.

We know we can not solve every piece of the puzzle. There are so many needs for everyone in an insurance function, and AppExchange lets us go out and find ways to solve customer needs quickly, which helps us focus on our speed, our service and our tools.

A reliable user experience

We built AgentSync with a Salesforce backbone because the end result for us is a secure, customer-centric experience, and Salesforce has helped us deliver it. With their tools, our products can be highly configurable without us incurring the extra cost and time of having an engineering team that writes so much code. And every time Salesforce updates its infrastructure, we – and our customers – benefit automatically.

In the insurance industry, many of our customers also have more tailored processes and internal tools. By using Salesforce-enabled low-code or no-code approaches when we can, we can focus more of our engineering efforts on the carrier and the agency tools that are necessarily customized.

Ultimately, we want to help our customers transform their processes to become more efficient, less time-consuming and more people-friendly, and Salesforce allows us to deliver on that better than if we had built our code from scratch.

Whatever is in your current technical stack, check us out to see how AgentSync’s Manage product can help you achieve your own metamorphosis.


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