One click from won to policy

A won deal is often typed in twice, then the policy, commission and onboarding are set up by hand. This demo shows a producer marking a deal won on one screen, with the policy, the commission split, a client onboarding plan and a thank-you draft following, and the sales leader's revenue updated.

Overview

This video is for producers, sales leaders and the finance team. Today a win is often typed in twice, once on the deal and again in the tracker finance uses, and then someone sets up the policy, works out the commission and starts the onboarding by hand.

What you'll see

A producer's life and disability deal is through open enrollment. She clicks Mark Won on the deal, and a single screen opens with the carrier from the quote she presented, the annual premium, the commission percent, the policy term and the policy number. She confirms, and the deal is won. The policy is already on the client, in force, with its premium, term and the revenue split into recurring and one-time. The commission is split the way the deal was, 60 percent to her and 40 percent to the producer who helped win it. A client onboarding plan is opened for the account, and a thank-you note to the client is drafted for her to send. On the sales leader's dashboard, one refresh shows this year's recurring revenue updated, kept apart from one-time fees.

How it works in Salesforce

Mark Won is a screen on the deal. When it is completed, Won Deal Processor, an Agentforce agent built on Salesforce flows, writes the insurance policy, the producer commission rows from the deal's splits, the client onboarding plan and the revenue by product family. The thank-you note is drafted with AI.

Where people stay in control

The producer completes Mark Won herself, and the thank-you note waits as a draft for her to send. Nothing goes to the client on its own.

Configured for your organization

PS Advisory provides Won Deal Processor as a foundational agent in its Agentforce for Insurance accelerator, so the agency does not start from scratch. It is configured to your Salesforce org, including your carriers, commission splits, policy fields and onboarding plan.

Live Salesforce screens. Client data is simulated.