Financial

Magnet 360 Agent Connect

With thousands of Independent Agents and Financial Institutions that can sell products, how do insurers efficiently manage all of the relationships from a Sales and Marketing perspective?

Introducing the Magnet 360 Agent Connect Solution: The first step for insurance companies in customizing and personalizing a 360० View of the independent agent hierarchy and relationships.

Magnet 360 Agent Connect offers mobile accessibility, visibility to independent agent performance through dashboards and reports, and provides the foundation for targeted marketing automation. Drawing from the Salesforce platform, this quick start code base solution is tailored to address the common issues facing insurance companies.

SOLUTION RESOURCES

SERVICES WE OFFER

  • Strategy and Planning
  • Solution Selection
  • Implementation
  • Customization
  • System Integration
  • Training
  • Program Management

INDUSTRY EXPERIENCE

AgStarAlliantAllianz

NationwideTCF BankUS Bank