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One platform. All the tools you need.

btcorecloud was designed for agents by agents. It is built on the Salesforce Financial Services Cloud platform and provides the core capabilities to run a world-class agency. Agencies running btcore are able to control their technology destiny and differentiate themselves in the market with employees, carrier partners, and most importantly, their clients. 

Pipeline Management
Man working on laptop demonstrating btcore models
insurance agent sales pipeline and funnel

Sales and Producer Pipeline Management

Manage all of your contacts, leads, and opportunities in one system across your entire agency. 

Customer Relationship Management

Manage all of your key customer relationship data in one place

All of the information gathered during the sales process is automatically moved to the customer record once the new business is closed and won

Woman working on the btcore platform on her laptop
btcore life event dashboard image
P&C Policy Management
insurance agent working from home.
btcore dashboard images

Policy Service and Administration

Move beyond just managing your customer’s policies, and move into managing the entire customer experience that they have learned to expect from their financial services provider.

Salesforce Logo

Built on Native Salesforce Financial Services Cloud

Innovating on your own is expensive.  btcorecloud insurance leverages the innovation of Salesforce and the Financial Service Cloud offering to deliver a transformative experience for your agency.  As Salesforce delivers new capabilities in its core offering, your agency will be able to remain current and capitalize on the benefits of running on the leading cloud solution for sales, service, and accounting. 


What Our Customers Are Saying 

"We finally have ONE platform for everyone."

"Our entire team now has one place for everything we do as an agency.  From the first interaction on, we have a platform that helps us understand our clients and protect what they value most!"

- borrowedtyme Member Agency, Ohio

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