Distribution management | Salesforce Industries

Distribution management

Transform broker onboarding and self-service to improve productivity, sales performance, and partner satisfaction.

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Overview

Salesforce Industries Health helps recruit and retain the best brokers in the market with greater operational efficiencies and user-friendly broker tools to manage their book of business. This solution supports seamless recruiting, credentialing, contracting, and self-service within a single cloud platform.

Key features

Salesforce Industries Health offers digital self-registration for brokers and then seamlessly assesses producer background and legitimacy with NIPR integration to reduce contract cycle times and minimize human error.

Salesforce Industries Health provides a fully-branded, user-friendly digital portal for brokers to easily manage profile information, marketing resources, book of business, commissions, and self-service transactions. All service cases are fully tracked, providing you insight into issues and where they stand.

Salesforce Industries Health helps consolidate systems to efficiently manage the broker lifecycle and ultimately improve the payer-broker partnership. You can either leverage our integration tools to include 3rd-party systems or natively integrate with additional Vlocity modules for a single system of engagement.

Salesforce Industries delivers latest release

Integrated with Salesforce Health Cloud

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