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Why We Constructed AgentSync on the Salesforce Platform


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

It’s no secret AgentSync has a Salesforce spine. However for those who’re not acquainted with the intersection of know-how and insurance coverage, it’s possible you’ll 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 wherein 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 atmosphere. 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 numerous 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 facet 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 had been constructing. A number of components past our private experiences additionally made Salesforce an apparent and ultimate companion.

Safety and the Salesforce repute

We constructed AgentSync from a security-first strategy. One motive Salesforce was such a pure match was we knew getting in 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, nicely earlier than it ever acquired in entrance of our prospects.

Moreover, we had been ready to make use of the strong role-based safety framework inside the Power.com platform to assist our customers with the safe, advanced 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 suitable 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 extensively 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 rationalization of our safety requirements, anybody who’s acquainted with Salesforce and the group’s intense commonplace already is aware of we now have handed that top bar of excellence.

After all, for anybody on the lookout for affirmation, we now have accomplished our SOC 2 Sort I report, however we knew from day one which we had been working inside the guardrails of a extremely safe infrastructure.

Flexibility, velocity, 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 be capable to flex.

The Power.com platform’s suite of low-code instruments makes it ultimate for fast iteration for inner Salesforce groups. That’s vital 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 a variety of engineering simply to succeed in fundamental performance was not in our prospects’ greatest curiosity.

Salesforce has a lot of instruments that make it attainable to construct a variety of product performance and not using a single line of authentic code. This no-code or low-code strategy makes it simple to customise our consumer expertise, so we can provide our prospects one thing that works greatest 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 having the ability to scale rapidly, and meet our prospects at no matter scale they’re at, as nicely.

Connectivity and the AppExchange

Being constructed on the Power.com platform means we mechanically make the most of Salesforce’s sturdy suite of APIs, in addition to having the ability to use commonplace connectors in lots of extract, rework, load (ETL) options in the marketplace. The patterns which are vital to AgentSync’s skill 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 software is on the Salesforce AppExchange, we all know it will be simple 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 simple connectivity out of the field permits us to search out partnerships that reach our product capabilities to serve our buyer wants.

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

We all know we are able to’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 give attention to our velocity, our service, and our instruments.

A dependable consumer 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 may be extremely configurable with out us taking over the added expense and time of getting an engineering staff writing a lot code. And, each time Salesforce updates its infrastructure, we – and our prospects – mechanically profit.

Within the insurance coverage business, a variety of our prospects even have extra bespoke processes and inner instruments. Through the use of the Salesforce-enabled low-code or no-code strategy after we can, we are able to focus extra of our engineering efforts on the service and company instruments which are essentially customized.

In the end, we wish to assist our prospects rework 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 may also help you obtain your individual metamorphosis, examine us out.

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