As a certified Salesforce partner, we leverage Salesforce to help insurers create a truly connected digital ecosystem – from a 360° policyholder view to optimized distribution channels and claims management
How we can help
Today’s digitally native users – from agents to policyholders demand a seamless experience that is contextually relevant to their needs
Drive sales and enhance policyholder experience
Get a single, customizable view of everyone of your policyholders, making it easy to review their policies, coverages, claims, households, life events and a lot more – nurture customer relationships and engage when it matters
Optimize your insurance distribution channels
Manage your captive and non-captive agents and agencies from a single, seamless platform – build dynamic dashboards per territory or agency, access granular data per agent, push new products and increase your book of business
Improve claims processing
Digital native users expect your systems to be connected and talk to each other – this is especially true when submitting a claim. With Salesforce’s powerful integration tools you can create a seamless, one stop app for your policyholders.
Integrate your Policy Admin System
A carrier’s policy administration system is a critical component – but not enough to drive policy holder engagement
By integrating Salesforce with your existing Policy Admin System, you can drive a seamless customer experience with a 360 degree view of your policyholder – from life events, existing coverage, claims and activity data.
Some of the key benefits are:
- Sales automation. Automate and measure your pipeline for new and renewal business
- Deepen relationships. Link products, households and customer assets so that you can offer contextually relevant products
- Effortless communication. Enable your policyholders to communicate with the right rep for sales, claims or policy administration.
Our core team of consultants and experienced certified Salesforce engineers can help your company increase overall productivity, manage pipeline, drive renewals and overall close more business.
Why should you consider implementing Salesforce Financial Services?
Salesforce helps increase operational efficiency while accelerating business growth
14 years of experience with leading national and regional carriers
We've helped big brand national carriers, GA's and Independent Agencies design and build custom solutions that enable explosive growth through connected interfaces