- What it does: Financial Services Cloud for Insurance Brokerages is included with the Advanced and Max editions of Financial Services Cloud. Salesforce lists a Broker of Record tracker, Policy Lifecycle Manager, Producer Split Manager, agency billing, commission processing and property and casualty policy management.
- Best for: Large brokerages with Salesforce skills or a systems integrator that want a configurable CRM and producer-management layer.
- Not a fit for: Small agencies; per-user pricing and implementation effort are aimed at larger organizations.
- Pricing: From $325 (Per user per month, billed annually)
Pricing
Financial Services Cloud Sales Core $325/user/month; Sales Advanced $500/user/month, billed annually. Insurance Brokerage features are included with Advanced and Max editions; brokerage credits are $10,000 per 1,000 credits.
Common questions
How much does Salesforce Financial Services Cloud cost?
Salesforce Financial Services Cloud pricing starts at $325 (Per user per month, billed annually). Financial Services Cloud Sales Core $325/user/month; Sales Advanced $500/user/month, billed annually. Insurance Brokerage features are included with Advanced and Max editions; brokerage credits are $10,000 per 1,000 credits.
Who is Salesforce Financial Services Cloud best for?
Large brokerages with Salesforce skills or a systems integrator that want a configurable CRM and producer-management layer. It is a weaker fit for small agencies; per-user pricing and implementation effort are aimed at larger organizations.
What are the best Salesforce Financial Services Cloud alternatives?
Other agency tools tools we track include Agency Revolution, AgencyBloc, AgencyZoom, Applied Epic, Bold Penguin. See our Salesforce Financial Services Cloud alternatives page for a side-by-side.