Salesforce group benefits administration software consolidates and streamlines front- and middle-office operations with a digital platform for product management, sales, and renewals. The code-free solution enables you to unify siloed data, increase speed to market, achieve greater operational efficiencies, and provide best-in-class omni-channel experiences.
Equip your teams with tools to view and manage distribution partners and automate workflows with a powerful group benefits administration system.
Unify customer experiences across channels, geographies, and both consumer and commercial lines of business.
Personalise customer experiences and optimise each campaign with data-first solutions for any channel and device.
Quickly launch data-powered sites, portals, and apps, connected across the customer journey.
Help your entire team find important answers and start making data-driven decisions.
Bring together the right people, information, and tools to drive business.
Integrate data from any services system to deliver critical, time-sensitive data – all with a single platform for APIs and integrations.
Support ongoing benefits administration and service requests throughout the year, including adding new members, changing dependents, and sending ID cards with Salesforce benefits administration software.
Unify customer experiences across channels, geographies, and both consumer and commercial lines of business.
Automate financial transactions and processes, and streamline workflows that drive customer satisfaction.
Integrate data from any services system to deliver critical, time-sensitive data – all with a single platform for APIs and integrations.
Salesforce Financial Services Cloud has been great for us because we’ve built a holistic self-service experience, especially in our contact centre where customers can do simple tasks.
Stacey GoodmanChief Information Officer, Prudential
With Salesforce benefits administration software, insurers can personalise the policyholder experience. Manage the entire claims lifecycle, including First Notice of Loss intake that drives adjudication, reserve management, payment, and more.
Unify customer experiences across channels, geographies, and both consumer and commercial lines of business.
Automate financial transactions and processes, and streamline workflows that drive customer satisfaction.
Help your entire team find important answers and start making data-driven decisions.
Integrate data from any services system to deliver critical, time-sensitive data – all with a single platform for APIs and integrations.
Try Financial Services Cloud free for 30 days. No credit card. No installations.
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Learn how Salesforce for financial services empowers customers' financial success.
Salesforce is the world’s #1 AI customer relationship management platform. Salesforce’s benefits administration software for insurance empowers insurers and their distribution partners to manage all core operations — front, middle, and back office – from one system.
Salesforce has an open API architecture that works with other systems. The Salesforce platform has purpose-built solutions across the insurance value chain, from product modelling to policy and claims management. You can harmonise data from multiple systems and gain insights for efficient growth.
Contact centres face challenges with siloed systems, making CSRs navigate multiple platforms. Salesforce seamlessly integrates with core policy and claims systems. AI capabilities like Einstein enable CSRs to anticipate customer needs, keeping policyholders informed, and reducing call volumes.
Group benefits administration software is a specialised tool that manages and automates the administration of employee benefits within a group, including health insurance, retirement plans, and other employee perks.
Group benefits administration software is crucial for efficiently managing and automating employee benefit programs. It simplifies enrolment, enhances accuracy, ensures compliance, and improves employee satisfaction and retention.
Group benefits administration software streamlines enrolment, improves accuracy, enhances compliance, and boosts efficiency in managing employee benefit programs. It ensures a seamless process, fostering employee satisfaction and retention.
Select the right group benefits administration software by evaluating your needs, considering user-friendliness, scalability, compliance features, and integration capabilities while ensuring alignment with your organisation's goals and requirements.
