Unlock trapped data and automate processes with AI-powered insurance workflow software. Efficiently grow your life insurance and annuity book of business while building deeper policyholder relationships.
Become your broker’s preferred partner. AI-powered digital capabilities let you streamline the underwriting process, boost productivity, and unlock insights across your entire organisation, all on a single, connected platform.
Unify customer experiences across channels, geographies, and both consumer and commercial lines of business.
Deliver real-time digital quoting, end-to-end policy management, and product and rating management.
Quickly launch data-powered sites, portals, and apps, connected across the customer journey.
Boost productivity and decision-making with the world’s leading AI-powered analytics platform.
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.
Equip your teams with tools to view and manage distribution partners and automate workflows.
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.
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
Salesforce empowers insurers to scale their contact centre operations, saving agents time and freeing up those resources for more complex cases or higher value tasks.
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.
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 insurance workflow software 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 integrates with other insurance workflow software systems. The platform is also enabled with purpose-built solutions for processes from product modelling to policy and claims management. Harmonise data from multiple systems and gain insights for growth.
Contact centres face challenges with siloed systems, making CSRs navigate multiple platforms. Salesforce, an open platform, integrates with core policy and claims systems. AI capabilities like Einstein enable CSRs to anticipate customer needs, keep policyholders informed, and reduce call volumes.
Life insurance workflow management software is a specialised tool that automates and organises the processes involved in life insurance, including policy issuance, underwriting, claims processing, and client interactions.
Life insurance workflow management software is essential for optimising efficiency, reducing errors, and enhancing customer experience in the life insurance industry. It automates and streamlines processes, improving overall operational effectiveness.
Life insurance workflow management software streamlines processes, enhances efficiency, reduces errors, improves customer service, ensures compliance, and accelerates policy issuance, ultimately boosting operational effectiveness and business growth.
Choose the right life insurance workflow management software by assessing your specific needs, considering scalability, automation features, ease of integration, user-friendliness, and ensuring alignment with business objectives.
