Salesforce Customer 360 for insurance enables insurers to unlock siloed data, drive efficient growth, and deepen policyholder trust with AI-powered, purpose-built solutions. Manage core sales, service, marketing, product development, quoting, and claims from one insurance software platform.
Leverage a single, comprehensive, and connected platform that lets you streamline the underwriting process, boost productivity, make enriched data-driven risk decisions, and become your brokers’ preferred partner.
Empower brokers and agents with digital submission access via portal, mobile app, or API, all with dynamic data enrichment to minimise user input.
Drive straight-through processing of digital applications, automate referrals, and give underwriters a workstation to accelerate their work.
Consolidate the underwriter’s desktop in a single application with queues, workflow automation, quote configuration, document review and generation, and premium rates.
Use graphic-rich reports to see business flows by source and underwriting stage. Leverage 360-degree broker views and deep portfolio analytics in decisions.
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. Drive profitable growth by empowering producers with trusted data and AI.
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.
Exceed policyholder expectations by providing fast, transparent, and personalised claim management experiences. Manage the entire claims lifecycle, including First Notice of Loss intake through adjudication, reserve management, payment, and more.
Deliver highly configurable, omni-channel claim intake available via web, smartphone, contact centre, and chat.
Automate claims workflows and easily surface all claims activities in a single view. Invoke rules to advance a claim through defined states. Tie actions to state transitions, such as logging, integration, notifications, and more.
Empower adjusters with access to a 360-degree view of every policyholder that allows you to deliver seamless and personalised digital claims experiences.
Deploy an end-to-end solution or integrate digital capabilities with your existing core claims system.
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.
Manage claims lifecycles across intake, adjudication, reserves, and payment.
Scale your contact centre operations and empower policyholders with omni-channel self-service options. Leverage trusted data and AI to gain insights and save agents time — freeing 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.
Bring together the right people, information, and tools to drive business.
We’re accelerating our digital transformation with Salesforce as one of the partners that will help us implement AI across our entire business, including DevOps, support, sales, and underwriting.
Shohreh AbediEVP, Chief Operations Technology Officer and Member Experience, AAA
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Salesforce is the world’s #1 AI customer relationship management platform. Salesforce’s Customer 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 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 software is a specialised solution that assists insurers in managing policies, claims, underwriting, and other insurance coverage processes. Salesforce enables insurers to increase employee productivity and deepen policyholder trust.
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 software streamlines policy administration, claims processing, and underwriting, enhancing efficiency, reducing errors, ensuring compliance, and improving overall operational effectiveness and customer satisfaction.
Select the ideal insurance software by assessing your needs, considering scalability, integration capabilities, user-friendliness, and compliance features, and ensuring alignment with your business objectives and goals.
