If you manage Salesforce at an insurance brokerage, you know that data often lives in too many places. Your client and policy information sits in Salesforce or, worse, a 3^rd party AMS. Your enrollment data lives in Employee Navigator. And your team spends too much time moving the same data back and forth.

That changes today.

With the new Employee Navigator ↔ Salesforce Integration, you can pull data from Employee Navigator directly into your custom Salesforce org with just a few clicks.

No rekeying. No copy-and-paste. No delays.

Once your Employee Navigator data syncs with Salesforce, the real magic begins.

You can use Salesforce to:

1. Streamline client service with complete, up-to-date policy and enrollment data at your fingertips

2. Automatically create benefit booklets and other documents, powered by your existing Salesforce automation tools
3. Spot cross-selling opportunities by analyzing client coverage gaps in reports and dashboards
4. Strengthen compliance and reporting with accurate, centralized information
5. Build custom workflows and alerts using Salesforce’s native tools or our Micro Services

It’s fast to set up:

1. Install the Salesforce App
2. Map and translate your fields during a quick onboarding
3. Push data from Employee Navigator into Salesforce — and watch your agency’s operations transform

Once the data lives in Salesforce, there are no limits. You can tailor automations, build smarter reports, and manage every part of the client lifecycle in one place.

This is the art of the possible for modern insurance agencies.

👉 Watch a 5-Minute Demo
📅 Schedule a Quick Intro Call