GoGiles: Injecting Technology into Insurance

The insurance industry is in need of a revolution and GoGiles is here to lead it. When it comes to insurance technology, the consultants at GoGiles find that businesses are frustrated with the limited solutions on the market. Current technology either mirrors old, obsolete processes or it only solves a single piece of the insurance puzzle. In order to improve upon the digital solutions that already exist, GoGiles strives to connect their clients with the best insurtech to suit their needs. If that insurtech does not exist, GoGiles builds it.

GoGiles leverages its team of licensed insurance agents and certified Salesforce administrators — with over six decades of combined experience — to develop solutions for its clients. GoGiles offers full-stack consultation including the assessment of business processes, the creation of project roadmaps and the development of digital applications for the insurance and finance markets. They’ve even provided technical evaluations of emerging products for potential investors.

When asked about how they address challenges, GoGiles’ founder and CEO, Margo Giles said, “There are many Salesforce development consultants out there, but few who have insurance industry knowledge and know what users need. Our experts have experience building-out Salesforce specifically for insurance and finance businesses. We’ve already figured out the best way to solve problems other implementers are just beginning to encounter. We’ve solved these problems before. We’ve tested our results. We know our solutions work.”

The consultants at GoGiles are passionate about moving the insurance industry off of paper and fax machines and into measurable digital spaces, where data can be actively utilized. Agency owners that work with GoGiles, receive insight from their business data to create actionable goals to grow year after year.

In a recent customer case, GoGiles developed a Salesforce-powered underwriting engine and policy-issuance module to serve as the framework for the submission process on the proprietary system for a startup MGU specializing in management liability. On a rapid implementation timeline, the GoGiles consulting team crafted an advanced reporting and analytics system, including premium bordereau and TPI integration for claims management to support the client’s needs.

Leveraging their technical insurance expertise, GoGiles is in the process of developing the full SaaS product for an international Salesforce-based management system breaking into the US Market. The team has designed and built application features from prospect and quote management, to service functionality, with a focus on external partner API integrations for this AMS client.

Margo Giles describes her team’s process like this, “We guide customers through the process and allow them to provide feedback and test features every step of the way. Our team matches our clients to the tools they need so they can do what they do best: provide phenomenal service to their customers and grow their businesses.” “Our goal as consultants is to serve our former selves,” says Giles, “Ourselves as agents, as CSRs, as analysts and administrators. We have been in your shoes. We intimately understand what our clients need because we have been there. We build what we want to see.”