Custom Salesforce Automation software for Insurance Agents
Glide Solutions delivers tailor-made apps for Insurance Agents in weeks—so you get exactly what you need, when you need it.
Trusted by over 100,000 high-performing companies
Why Insurance Agents Need Salesforce Automation Software
Our custom Salesforce automation software is designed specifically for Insurance Agents, providing targeted solutions that generic software can't match. With features tailored to the unique demands of the insurance sector, agents can efficiently manage client relationships, automate tasks, and improve their sales process for a more productive workflow. Experience the difference that a bespoke Salesforce solution can make for your agency.
Get the Salesforce automation you need, tailored to the way Insurance Agents work
Simplify customer management, policy tracking, and sales forecasting with our tailored Salesforce automation for Insurance Agents. Work smarter, not harder.
Get a free quoteFully Managed Service
Glide partners with your team from scoping to rollout, ensuring regular check-ins and communication throughout the process.
Rapid Development
Get a custom app tailored to your needs in weeks. Iterate and ship changes same day.
Modern Design
Glide apps are beautiful and easy-to-use on mobile and desktop—ensuring your users will love their experience on any device.
A new paradigm for bespoke Salesforce automation software
We combine our flexible no code platform with vetted agency partners to deliver professional custom Salesforce automation software for Insurance Agents, on time and on budget.
Insurance Agents Salesforce Automation Software—Your Way.
An all-in-one Salesforce automation tool that has everything Insurance Agents need.
Consolidate client data and workflows in a single, accessible location for quick and efficient access.
Integrate with your spreadsheets and SQL databases to ensure consistent, up-to-date data across your insurance software.
Optimized for all devices, our software ensures easy access and a consistent experience wherever you work.
Design tailored workflows to automate routine tasks and intricate processes, optimizing insurance agents' productivity.
Tailor user access with flexible roles and permissions to enhance data security and operational efficiency.
We protect your sensitive information with strong security measures and strict adherence to cyber safety protocols.
How it works
Here’s how we scope, build, and deploy your solution in weeks—not months.
1
Kickoff in days
Meet with the Glide team and a handpicked agency partner to discuss your goals and receive a detailed project proposal.
2
Build in weeks
Your agency partner designs and builds your app, incorporating your feedback and providing updates with a Glide Customer Success Manager.
3
Launch and iterate whenever
We launch your fully tested custom app, providing ongoing maintenance and support throughout your app's lifecycle.
Glide is rated 4.7/5 stars on 600+ G2 reviews.
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Our team is your team
Glide Solutions is a new type of development partnership built for your success.
We make software simple
We carefully select the best Agency Partner for your project and provide milestones, check-ins, and support from start to finish.
We are masters of our craft
We leverage years of experience gained from helping 100,000+ companies build and scale custom software.
We work with top agencies
Many of the world's top agencies choose Glide to build apps, backed by a community of 4,500+ Experts.
Meet the companies working
more efficiently with Glide
See why they chose Glide
Mercury
“Thanks to our Glide app, we scaled the number of founders we work with by 5x.”
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CarboNet
“The enterprise management system we built with Glide has reduced our IT spend by 40%—and saves us dozens of hours each week.”
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Innovative Logistics Group
“Since adopting Glide, we doubled our carrier capacity and generated $1 million in new sales.”
Read their story