Conga Composer Salesforce Connector | document generation for anyone, anywhere
Generate Salesforce documents and reports from templates in Revenue Cloud (CPQ), with Word, Excel, PowerPoint, PDF, and HTML output.
CongaPaid
bolt for Salesforce
by boltSalesforceFreemium
Obtain insurance quotes from multiple carriers and monitor quote progress in Salesforce Sales Cloud.
PRICINGFreemium
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
What it does
bolt for Salesforce connects customer records in Sales Cloud to the bolt insurance platform. Agents can complete one interview to request quotes from several carriers, with available Salesforce and external-provider data entered in advance. The Salesforce customer view displays quote progress, rates, premiums, and relevant carrier information. Customer and quote records are stored together, with reporting and analytics available.
Key capabilities
from the Salesforce AppExchange listingCustomer record access
Opens the bolt platform from a Salesforce customer record.
Multi-carrier quoting
Uses one interview to request insurance quotes from several carriers.
Interview prefill
Fills interview information using Salesforce data and data from third-party providers.
Quote status tracking
Records the progress of quotes so agents can schedule follow-up activity.
Quote detail view
Displays quote progress, received rates, premium values, and carriers indicating interest in the risk for each customer.
Unified data storage
Keeps customer and quote information in a shared data store.
Reports and analytics
Provides detailed reports and analytics.
User hierarchy transfer
Carries an existing business-unit user hierarchy into the system automatically.
Who it's for
Insurance agents.
In the catalog
86 plugins in Sales Cloud · Sales
Price distribution: 18 free, 20 freemium, 48 paid
Pricing & deployment
Platform
Salesforce
Product
Sales Cloud
Deployment
Cloud
Pricing
Freemium
Similar plugins in Sales Cloud · Sales
View all 86 →
Distribution Engine: Lead Routing & Assignment | Round Robin, Territories & SLAs
Routes Salesforce leads, cases, opportunities, and custom objects using assignment rules, territories, round robin, and SLAs.
NC SquaredPaid
Booking Engine: Salesforce Meeting Scheduling & Appointment Booking
Schedule meetings in Sales Cloud and Service Cloud using booking links, routing, calendar sync, and Salesforce records.
NC SquaredPaid
Sunrise HCM: Payroll, Workforce Management, & PSA for Salesforce - HR & Billing
Manages payroll, workforce operations, project billing, and PSA workflows within Salesforce.
Sunrise HCM, LLCPaid
What the vendor says
«bolt is the world’s largest technology enabled insurance exchange. Our platform provides access to over 100 insurance carriers and hundreds of insurance products across all 50 states. Our integration with Salesforce allows you to access our platform directly from a customer record and provide multiple quotes from …»