- Insight integration for policies and contact information
- VIA app Launch
(2) We are excited to announce the launch of the VIA Sales Console and VIA Sales application, now available to all VIA users within Salesforce. With these new tools, sales teams can streamline their workflows and improve their sales effectiveness by accessing real-time customer data, policy information, and risk insights all in one place.
The VIA Sales Console provides a customizable, dashboard-like interface that allows sales reps to quickly view and manage their leads, opportunities, and accounts. It also includes enhanced reporting and analytics capabilities, enabling sales managers to track team performance and make data-driven decisions.
The VIA Sales application, integrated directly within Salesforce, empowers sales reps to quote and bind policies with ease, leveraging updated insurable risk flows and additional policy header integration. It also provides an enhanced user experience, with a simple and intuitive interface designed to simplify the sales process.
Overall, the VIA Sales Console and VIA Sales application represent a significant step forward in our efforts to provide our customers with innovative, best-in-class tools to improve their sales performance and drive business growth. We are excited to see the positive impact these new tools will have on our users’ sales processes and bottom line.