SALESFORCE SERVICES FOR INSURANCE

Design connected insurance journeys on the cloud using best-in-class connectors and accelerators for Salesforce integrations. We help you fast-track Service Innovation for advanced omnichannel support while helping you make sense of what’s important to customers — by leveraging unified interaction data and AI across every channel.

How we do it:

• Deploy Financial Services Cloud to integrate customer experiences across channels, locations, and ​​personal and commercial business lines.
• Equip carriers with a dynamic knowledge base and conversational AI solutions, such as chatbots for intuitive self-service, allowing customers to find answers and complete tasks independently.
• Automate repetitive tasks, optimize service workflows, and ensure you reach the right agent for your needs using Service Cloud.
• Offer integrated data solutions with the MuleSoft Anypoint Platform, the one-stop platform for all APIs and integrations — to deliver critical, time-sensitive projects.

Unleash the connected experience potential for your business.

Elevate your insurance experience and enhance agent-broker engagements with Automated Intake and Underwriting workflows. Our Salesforce integrations help insurance carriers grow their business with streamlined digital capabilities to facilitate solid partnerships.

Gain a 360° view of agencies and customers to efficiently and swiftly prioritize, manage, and track submissions throughout the entire lifecycle — from initial intake, review, and underwriting to quote/proposal building, binding, and closure.

How we do it:

• Support underwriters and external producers with automated processes across submissions, quote-to-bind, underwriting, policy issues, and payments with our Salesforce solutions.
• Access Salesforce Financial Services Cloud for uninterrupted insurance operations and customer interactions.
• Unify your quoting and policy administration on Salesforce’s Digital Insurance Platform for a connected insurance ecosystem.
• Leverage the benefits of Salesforce Cloud capabilities, such as Experience Cloud for customer-first digital experiences, Distributed Marketing on Marketing Cloud for personalized outreach, Tableau CRM for business analytics, Einstein Automate for intelligent workflows, and MuleSoft Anypoint for seamless integration.

Explore how intelligent workflows can unlock insurance success for you.

Reach your target market and enrich sales efficiency with our next-gen Distribution Management solutions. We equip you to onboard, scale, and nurture your external agent network with robust automation tools and ongoing partner support.

How we do it:

• Enable health insurance carriers with a self-service portal for digital recruitment and efficient onboarding of new brokers.
• Provide a customizable portal for external channel partners to self-sell and self-serve insurance products — for managing member and group needs independently.
• Automate routine tasks like training tracking and calculations to minimize overhead costs and increase accuracy while freeing up bandwidth to focus on strategic initiatives.
• Support your producers in driving top-of-the-funnel business by integrating marketing campaigns directly into your platform.

Find out how we can boost your distribution management today.

Amplify brand credibility and ensure faster claims processing with Automated Claims management. Our collaborative Salesforce solutions help you foster personalized customer experiences while improving insurance claims processes.

How we do it:

• Deliver faster, no-touch resolutions for customer inquiries to expedite claim processing and enable self-service options for frequent issues.
• Gain a unified view of customer and claims data to analyze concerns better and personalize interactions.
• Empower customers to manage claims from anywhere with intuitive self-service tools.
• Leverage the power of Salesforce Einstein Analytics to extract actionable business insights from claims data.
• Identify trends, detect frauds, and augment processes for peak efficiency and proactive risk management.

Experience the power of efficient claims resolution with us.