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REMSUITE Pty LtdPaid
Aventus
by Aventus PlatformSalesforcePaid
Manage insurance policies, quotes, customers, and policy documents within Salesforce.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYFinance
UPDATED ON MARKETPLACE
What it does
Aventus connects policy administration with Salesforce business functions, allowing policies, quotes, and customer records to be managed in one system. Users can quote, bind, and manage policies while viewing customer records, across insurance lines. The product also supports online-to-agent continuity, policy document generation, and cross-selling through centralized data and automated marketing tools.
Key capabilities
from the Salesforce AppExchange listingPolicy management
Manage, quote, bind, and administer insurance policies within Salesforce.
Customer records
Manage customer records alongside policy administration and business functions in Salesforce.
On-screen quoting
Create quotes on the same screen as customer records across insurance lines.
Policy documents
Generate policy documents within Salesforce.
Online-agent continuity
Continue customer activity from the web to an agent without re-entering information.
Cross-sell and upsell
Use centralized data and automated marketing tools for cross-selling and upselling.
Who it's for
Aventus is for insurance agents and web sales teams.
How it compares
Aventus provides quoting, binding, policy administration, and policy document generation within Salesforce. Sagitta Connect and AMS360 Connect sync Salesforce data with separate agency management systems, including customer, contact, policy, and activity information. Unlike those connectors, Aventus combines policy functions and customer records in Salesforce rather than describing a synchronization workflow with an external agency management system.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Paid | Cloud | |
| Sagitta Connect - Insurance Agency Management | Paid | Cloud | |
| AMS360 Connect - Insurance Agency Management | Paid | Cloud |
In the catalog
1,106 plugins in Salesforce Platform · Finance
Price distribution: 265 free, 166 freemium, 675 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid
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What the vendor says
«Aventus is built with the customer at the core its integration with Salesforce opens up opportunities to grow business and save operational costs. End customers experience a modern, seamless experience. Policy administration is connected to business functions to enable a 360-degree view of the customer—no …»