San Francisco, CA – September 16, 2024 – Herald, a leader in commercial insurance connectivity, is excited to announce a strategic partnership with Gerent, a Summit-level Salesforce consulting and implementation partner. This collaboration aims to bring enhanced functionality to Property & Casualty (P&C) commercial line brokerages by enabling seamless quoting, binding, and issuing of insurance policies directly within Salesforce.

Streamlining Insurance Processes for Brokerages

Gerent and Herald have united in an effort to better serve the growing needs of brokerages that seek to leverage Salesforce's capabilities for and beyond core CRM. Gerent’s expertise in Salesforce implementation for insurance clients, combined with Herald’s agnostic API technology, ensures that brokerages can easily integrate advanced insurance workflows into their existing systems. This collaboration will allow brokerages to manage quoting, binding, and policy issuance from a single platform without having to switch between multiple tools.

“Our partnership with Gerent is an exciting step towards simplifying the insurance process for brokerages,” said Duncan Crystal, Chief Revenue Officer at Herald. “By working together, we can ensure that brokers have the tools they need to serve clients more efficiently, all from within the Salesforce ecosystem.”

Gerent’s Deep Expertise in Herald’s Digital Infrastructure

Proving its commitment to being a true partner and collaborator for Herald, Gerent has developed deep expertise in implementing Herald’s carrier connectivity solutions. In doing so, Gerent has become the go-to consultant for any brokerage looking to integrate these functions natively within Salesforce.

This partnership specifically targets P&C commercial line brokerages that are using, or plan to use, Salesforce in some capacity. Whether these brokerages are looking to enhance their existing capabilities or explore new ways of managing insurance workflows, Gerent and Herald are well-equipped to deliver a powerful, integrated solution. This integration will significantly enhance the customer experience by streamlining the end-to-end insurance process, from quote to policy issuance.

“We view this partnership as being a critical enabling force for our clients,” said Kal Shah, Vice President of Insurance and Emerging Industries at Gerent. “By pairing our Salesforce acumen and extensive technical expertise with Herald’s carrier connectivity solutions, we believe we can empower brokerages to fully reimagine the quote-to-bind flow.” 

Interested in getting started with Salesforce? Learn more about Gerent’s consulting approach and deep Insurance-industry expertise by visiting our website.

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About Herald

Herald provides the API infrastructure for connecting brokers to a wide range of insurance carriers, enabling them to quote, bind, and issue insurance products efficiently across various verticals. Herald’s platform is agnostic, making it adaptable to any front-end system, including Salesforce.

Learn more at heraldapi.com. 

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About Gerent

Gerent is a Summit-level Salesforce implementation partner with deep experience in manufacturing, banking, insurance, education, nonprofit,  and travel, among other industries. Our customers trust in our capabilities; with 1800+ Salesforce certifications to our team’s name and dedicated practices for Salesforce consulting, experience agency support, AI and data advisory, managed IT, and integration, we offer a one-stop shop for all of your transformation needs.

Learn more at gerent.com/industries/insurance 

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Contact Information

For media inquiries directed at Gerent, please contact info@gerent.com.

For media inquiries directed at Herald, please contact hello@heraldapi.com.

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