Explore the full story below.
Company Profile
Introducing Triforta Insurance Partners, an established entity unveiling a fresh brand. Despite their recent introduction, the company brings a wealth of experience that contradicts their newcomer status. Triforta asserts that its team members are not rookies or novices; many possess seasoned expertise, having accumulated years of experience. In fact, their combined insurance background spans not just decades but centuries, showcasing a profound depth of industry knowledge and hands-on expertise. As the saying goes, Triforta certainly wasn't born yesterday.
The Challenge
Triforta had a robust offering of insurance plans and programs for their diverse clientele, but their existing payment collection process was becoming cumbersome and time-consuming — generating inaccurate invoices, sending them to the wrong recipients, and chasing down timely payments.
The Solution
- When a producer initiates billing in Salesforce, policy details transfer to Ascend, which generates a customer billing and sends a payment link back to Salesforce
- The payment link and billing details are sent to the customer directly from Salesforce
- Customers pay through the link, and Ascend sends transaction details back to Salesforce on completion
- Salesforce tracks payment transactions while Apeironix manages billing and payable records in the insurance agency system
- Users can send reminders from Salesforce, activating a countdown to monitor overdue payments
- Financing details from Ascend are accessible directly within Salesforce