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Insurance
Partner Relationship Management (PRM) for Brokers
Complexity
High
Timeline
14-18 weeks
Outcomes
4+
Challenge
Fragmented broker relationships with no centralized platform for partner enablement, communication, and performance tracking.
Solution
Implement Salesforce PRM with broker portals, training resources, marketing materials, lead distribution, and commission tracking.
Key Outcomes
- Centralized broker management platform
- Self-service broker portal
- Automated lead distribution
- Enhanced broker engagement
Tags
agent-managementprminsurancepartner-portaldistribution
Implementation Timeline
14-18 weeks
High Complexity