We empower insurance customers across Property & Casualty, Agencies & Brokerages, Life & Annuity, and Group Benefits by delivering tailored, optimized Salesforce solutions. Our expertise ensures seamless customization and integration, enabling insurance providers to streamline operations, enhance customer experiences, and achieve their business goals effectively
Property & Casualty
Agencies & Brokerages
Life & Annuity
Group Benefits
Property & Casualty
Salesforce's Customer 360 for Property & Casualty (P&C) Insurance offers a comprehensive platform designed to enhance policyholder relationships, streamline operations, and drive growth through AI-powered solutions
Unified Platform for Core Operations
Manage sales, service, marketing, product development, quoting, and claims from a single platform, ensuring seamless operations across all departments
Automated Underwriting Processes
Digitize submissions, enable straight-through processing, and provide underwriters with a consolidated workspace to boost productivity and make informed, data-driven risk decisions.
Data-Driven Digital Engagement
Enrich 360-degree customer views by integrating data from core policy administration, claims systems, and data lakes, allowing for personalized service and improved policyholder relationships.
Enhanced Producer Performance
Utilize real-time data and unified agency and producer profiles to inform sales strategies, personalize marketing messages, and identify optimal next steps to enhance territory performance.
DATA CLOUD
AI & DATA ADVISORY SERVICES
PLATFORM SERVICES
INTEGRATION SERVICES
MIGRATION SERVICES
AGENTFORCE
DATA CLOUD
AI & DATA ADVISORY SERVICES
PLATFORM SERVICES
INTEGRATION SERVICES
MIGRATION SERVICES
AGENTFORCE
DATA CLOUD
AI & DATA ADVISORY SERVICES
PLATFORM SERVICES
INTEGRATION SERVICES
MIGRATION SERVICES
Agentforce
DATA CLOUD
AI & DATA ADVISORY SERVICES
PLATFORM SERVICES
INTEGRATION SERVICES
MIGRATION SERVICES
Agentforce
Life & Annuity
Salesforce's Customer 360 for Life and Annuity Insurance is an AI-powered platform designed to streamline operations, enhance policyholder relationships, and drive growth by unifying data and automating workflows
Automated Underwriting Processes
Digitize submissions through portals, mobile apps, or APIs, incorporating dynamic data enrichment to minimize manual input.
Enable straight-through processing of digital applications and automate referrals to expedite underwriting decisions.
Provide underwriters with a consolidated workstation featuring queues, workflow automation, quote configuration, document review, and premium rate management.
Donor and Sponsorship Management
Comprehensive tools for managing relationships with donors, patrons, and sponsors, including automated donation processing and stewardship tracking.
Integrated Customer Engagement Platforms
Quickly launch data-powered sites, portals, and apps connected across the customer journey using Experience Cloud.
Enhance team collaboration and information sharing with Slack, bringing together the right people and tools to drive business.
Agencies & Brokerages
Broker Onboarding
Transform the onboarding process into a seamless, client-centric experience that encompasses onboarding, client acquisition, and renewal.
Digitize Form submissions
Create complex forms with questions from a single source of truth maintaining the traceability of the questions.
Commissions Management
Streamline commission splits with rule-based automation. Adapt quickly to changes such as staff transitions or acquisitions.
Ready to scale your digital journey?
Achieve seamless procurement transformations backed by our industry-leading knowledge and innovative experts
