Salesforce Customer 360 for insurance empowers your agency or brokerage with custom-built, AI-powered technology, unified data, and automated workflows. The connected platform works with insurance agency management software to optimise costs, accelerate sales, and enhance marketing performance.
Our teams use automation to simplify how we handle new business, renewals, and so much more. With Salesforce, we’ve achieved millions in cost savings and saved thousands of employee hours while delivering better client experiences.
Andy Smith-JonesSalesforce Solutions Architect, Holmes Murphy
Personalise the claims experience for customers while providing self-service or high-touch options. Track and report on carrier claims SLAs with easily configured dashboards and communicate real-time updates via digital collaboration tools.
Unify customer experiences across channels, geographies, and both consumer and commercial lines of business.
Bring together the right people, information, and tools to drive business.
Deliver digital-first and industry-specific experiences across multiple devices and channels.
Increase growth efficiency by acquisition by maximising employee retention and engagement, delivering operational excellence, and driving stakeholder alignment with insurance brokerage software.
Unify customer experiences across channels, geographies, and both consumer and commercial lines of business.
Deliver digital-first and industry-specific experiences across multiple devices and channels.
Eliminate spreadsheet and email confusion with reusable question banks that are flexible, transparent, and trackable.
Unify customer experiences across channels, geographies, and both consumer and commercial lines of business.
Bring together the right people, information, and tools to drive business.
Deliver digital-first and industry-specific experiences across multiple devices and channels.
Empower agencies and brokerages to reduce handle times with insurance agency management software. Help representatives be more efficient with generative AI that creates insight-driven responses, summaries, and knowledge articles.
Unify customer experiences across channels, geographies, and both consumer and commercial lines of business.
Bring together the right people, information, and tools to drive business.
Deliver digital-first and industry-specific experiences across multiple devices and channels.
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Salesforce is the world’s #1 AI customer relationship management platform. Salesforce’s 360 approach 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 integrates with other insurance agency management software. Salesforce is 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.
Insurance agency and brokerage management software streamlines operations, automates policy administration, enhances client interactions, and ensures compliance, providing a centralised platform for efficient insurance business management and growth.
Property and casualty insurance software is crucial for insurers, optimising policy management, claims processing, underwriting, and overall operational efficiency. It enhances accuracy, compliance, and customer satisfaction in the insurance industry.
Insurance agency and brokerage management software is crucial for optimising operations, automating tasks, enhancing client service, ensuring compliance, and fostering growth, ultimately improving overall efficiency and profitability.
Insurance management software is vital for streamlined operations, policy handling, client relationship management, and compliance adherence. Salesforce enables agencies and brokerages to connect and empower their entire organisation, spanning marketing, sales, service, data, IT, and analytics.
