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Best Practices: Run Your Insurance Agency in the Cloud Darren Cunningham, Informatica Cloud Marketing Jarrod Buckley, Informatica Cloud Alliances Vincent Culhane, Senior Managing Director, Frank Crystal & Co www.InformaticaCloud.com CLICK HERE TO VIEW THE RECORDING
Today’s Agenda ,[object Object],[object Object],[object Object],[object Object]
Leading Insurance Firms Embracing the Cloud Life & Health P&C Brokers
Why Does the Cloud Make Sense for Intermediaries? ,[object Object],[object Object],[object Object],Call Bob Technology is Back Office Challenge to Collaborate Producers and Customers in the Field
Putting Tools & Information in the Hands of Producers
Leading Agencies Love the Benefits Salesforce ,[object Object],[object Object],Make It Work For You Point-and-click customization and integration.  ,[object Object],[object Object]
The Cloud Serves Brokers of Every Size ENTERPRISE MID-MARKET SMALL BUSINESS
Why Isn’t Your Firm Interested in SaaS?
Primary Cloud Integration Use Cases: Load Data Synchronize Data Replicate Data Cleanse Data Your Company
1000+ Salesforce.com customers rely on Informatica to integrate Salesforce CRM and Force.com with enterprise applications, databases and files.
Informatica Cloud www.informaticacloud.com True SaaS Integration Kendall Collins, CMO “ Informatica’s focus on customer success and innovative technology has earned them the  top spot for data integration on the AppExchange . ”
Informatica Cloud “ After evaluating 3 systems over 3 months (we wanted to evaluate a fourth but one vendor couldn't or wouldn't set up trial)  Informatica Cloud was by far the easiest to use . From the time I started the trial to loading my first set of data into my sandbox was a total of about 2 hours.” “ Easy to use with great UI features  greatly simplified our ability to integrate Salesforce data into our in-house applications. Cut the development time to get data in and out of Salesforce in half.” “ By far, Informatica's on-demand service provides the  easiest, fastest and most flexible  way to integrate any kind of data with Salesforce.” “ Deceptively  simple UI design  with a great work-flow approach to ETL setup. I can't think of anything I'd change in the workflows or UI....designers did a great job of nailing the essential process in 6 steps...yet allowing full orchestration and workflows built upon tasks.  It looks simple, but it has depth.” CLICK HERE TO READ MORE REVIEWS  True SaaS Integration Ease of Use
Informatica Cloud ,[object Object],[object Object],[object Object],[object Object],True SaaS Integration Proven Customer Success Ease of Use
Informatica Cloud for Insurance Focus on Your Business Not Administering the Data ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Vincent Culhane,  Senior Managing Director,  Salesforce & Informatica Cloud Customer Success
The Alternative in Insurance Brokerage ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Page
Commercial Insurance Services ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Page  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Financial Insurance Services ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Page  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Private Client Services ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Page  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Employee Benefits Services ,[object Object],[object Object],[object Object],[object Object],Page  - Deferred Compensation - Dental - Employee Assistance - Executive Life/Disability - Flexible Spending ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Business Objectives for Salesforce Implementation ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Overview of Integration ,[object Object],[object Object],[object Object],[object Object],Sagitta Web Services sales f orce.com  ,[object Object],[object Object],[object Object],[object Object],Clients, Policies, Contacts, Codes ,[object Object],[object Object],[object Object]
Adoption and Lessons Learned ,[object Object],[object Object],[object Object]
Next Steps and Resources ,[object Object],[object Object],[object Object],www.informaticacloud.com CLICK HERE TO VIEW THE RECORDING
 

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Run Your Insurance Agency in the Cloud

  • 1. Best Practices: Run Your Insurance Agency in the Cloud Darren Cunningham, Informatica Cloud Marketing Jarrod Buckley, Informatica Cloud Alliances Vincent Culhane, Senior Managing Director, Frank Crystal & Co www.InformaticaCloud.com CLICK HERE TO VIEW THE RECORDING
  • 2.
  • 3. Leading Insurance Firms Embracing the Cloud Life & Health P&C Brokers
  • 4.
  • 5. Putting Tools & Information in the Hands of Producers
  • 6.
  • 7. The Cloud Serves Brokers of Every Size ENTERPRISE MID-MARKET SMALL BUSINESS
  • 8. Why Isn’t Your Firm Interested in SaaS?
  • 9. Primary Cloud Integration Use Cases: Load Data Synchronize Data Replicate Data Cleanse Data Your Company
  • 10. 1000+ Salesforce.com customers rely on Informatica to integrate Salesforce CRM and Force.com with enterprise applications, databases and files.
  • 11. Informatica Cloud www.informaticacloud.com True SaaS Integration Kendall Collins, CMO “ Informatica’s focus on customer success and innovative technology has earned them the top spot for data integration on the AppExchange . ”
  • 12. Informatica Cloud “ After evaluating 3 systems over 3 months (we wanted to evaluate a fourth but one vendor couldn't or wouldn't set up trial) Informatica Cloud was by far the easiest to use . From the time I started the trial to loading my first set of data into my sandbox was a total of about 2 hours.” “ Easy to use with great UI features greatly simplified our ability to integrate Salesforce data into our in-house applications. Cut the development time to get data in and out of Salesforce in half.” “ By far, Informatica's on-demand service provides the easiest, fastest and most flexible way to integrate any kind of data with Salesforce.” “ Deceptively simple UI design with a great work-flow approach to ETL setup. I can't think of anything I'd change in the workflows or UI....designers did a great job of nailing the essential process in 6 steps...yet allowing full orchestration and workflows built upon tasks. It looks simple, but it has depth.” CLICK HERE TO READ MORE REVIEWS True SaaS Integration Ease of Use
  • 13.
  • 14.
  • 15. Vincent Culhane, Senior Managing Director, Salesforce & Informatica Cloud Customer Success
  • 16.
  • 17.
  • 18.
  • 19.
  • 20.
  • 21.
  • 22.
  • 23.
  • 24.
  • 25.  

Notas del editor

  1. Salesforce has been spending a lot of time digging into customers in the broker and agency space using their CRM platform. Traditional AMS tools focused on admin, not used for prospecting and sales up front Hard to collaborate because data scattered across systems – and often on paper Producers want to be out in the field buidling their book of business. As a result 5 of top brokerages use Salesforce globally. They now offer packaged solutions for insurance carriers and brokers.
  2. Focus today on how cloud puts tools and info into the hands of producers Salesforce pioneered the shift from client-service to the enterprise cloud computing Their focus has always been on ease of use, taking their cues from the consumer marketplace with the goal of democratizing computing.
  3. Why Salesforce is popular with agencies Producers can work from anywhere at any time. Focus on buidling relationships. Measure things that they hadn’t measured before – renewals, cross sell upsell, etc. And finally, they like that they can make Salesforce their own – adapt to your process, not fit your process into an enterprise app
  4. Salesforce serves small, medium, and large sized companies Small companies benefit with access to enterprise apps and infrastructure that they might not be able to afford - Large companies benefit with the innovation, rapid scalability, and rapid deployment of people and apps in the cloud
  5. Integration continues to be one of the biggest barriers to cloud computing success. Heading into 2010, Informatica’s Chris Boorman made the following prediction: Cloud Data Integration will eclipse both security and availability to be the defining capability that drives Cloud Computing success.  Everyone is predicting that 2010 will be big for cloud computing. I agree. However, my belief is that the cloud represents a unique collaborative dilemma for the business and IT. Business users want the ease of use and perceived freedom, while IT is and HAS TO BE concerned with availability, security and data ownership. Security and availability are being resolved to the extent that we now hear of on- premise downtime more frequently than cloud downtime, while security concerns are becoming less worrysome for broad ranges of computing needs. However, the final hurdle is in remaining in control of your most important asset – your data. 2010 will be the year when data integration delivers for the cloud and provides the ease of use that business users require together with the trust and control that IT demands.  http://blogs.informatica.com/perspectives/index.php/2009/12/15/2010-predictions/
  6. So the cloud is taking off…but it’s also become the #1 driver of Data Fragmentation in the enterprise. As one of our customers said, “a SaaS application without integration is like a beautiful island that nobody can actually get to.” In fact, Forrester Research has shown that 65% of IT managers recognize integration issues as the top barriers to success.
  7. Sample list of customers using Informatica technology to integrate Salesforce with other systems.
  8. B2B Data Transformation Translating industry-standard files and messages like ACORD, SWIFT, EDI-X12 and EDIFACT into a consumable form is now greatly simplified by pre-packaged transformations that allow organizations to readily integrate messages received from partners, suppliers and trading networks in the cloud. Insurance – Carriers can integrate critical ACORD format information coming from back-office systems into the cloud to present a single view of the customer to agents and brokers.