Ready-to-Run org
$3,500fixed, plus tax. Two to three weeks.
Your industry’s model, stages, rules, reports and one dashboard, built and walked with you.
For insurance brokerages
Salesforce, built for insurance brokerages.
In many insurance brokerages, the same three things go wrong. Renewals slip past because no one sees them coming in time. Carrier details and commission records live in spreadsheets, apart from your other records. And when someone asks for a disclosure record, it is hard to find and harder to prove. An org built for you puts policies, renewals, carriers, commissions and disclosure records in one place, with reminders that fire before each renewal is due.
The fix list
What we check in an insurance brokerage’s org
- One record per client, with every policy linked to it.
- Renewal dates set on every policy, with a reminder before each one is due.
- Carrier and commission records kept in Salesforce, not in spreadsheets.
- Disclosure records stored with the policy and easy to produce when asked.
- Clear rules on who can see each client’s policies, and why.
Book a call
Twenty minutes about your brokerage’s Salesforce.
We help you pull three counts from your own Salesforce: duplicate records, deals or cases that are no longer real, and paid licences nobody uses. No client names or records are shown to us. You get a fixed price in writing the business day after the call.
Want to see a working org for your industry? Say so in your message, and we tell you in writing when one is ready to walk.
Policies, renewals, carriers, commissions, disclosure records. Built for your brokerage.
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The catalogue
Four things we do, each with its price.
All prices are in Canadian dollars.
Data Clean-Up
Priced by record count, from$2,500plus tax: one fixed number and a fixed number of days, written before we start.
Your records in, clean records out: duplicates, dead fields, broken automations, with a written report of what changed.
Agent-Ready
$1,950fixed, plus tax. Five business days.
Your readiness score checked in your org, the data and rules put in shape, and the setup Agentforce needs before you switch it on.
Care
$900 or $1,650a month, plus tax. Three-month start, then month to month.
Six or twelve senior hours a month, billed on the first. Hours you do not use do not carry over.
Half before we start, half at the walkthrough. Read-only until you sign off the fix list. You back up first. Nothing changes in your org without your written yes. Salesforce licences are not in these prices.