GROUP BENEFITS

Make simplicity a group benefit.

Manage the entire benefits lifecycle on a digital platform built to connect your teams, reduce unnecessary steps, and scale fast.
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Power automation and innovation to drive cost savings for group benefits insurers.

 

Digitize processes from quote to claim.

Replace manual, inefficient processes with simplified, digital management of the entire lifecycle.

Pump up your pipeline.

Generate opportunities and close faster when you connect sales and marketing on a single platform.

Stand out for stellar service.

Provide policyholders with modern contact center experiences, self-service options, and omni-channel support.
 
 

Automated Claims

Provide customers with a fast, personalized, and hassle-free claims experience with customer-centric claims management.
 
Personalize claims service.
Give claims handlers insights and digital tools to deliver more personalized experiences.

Automate customer journeys.
Instantly fulfill claims experiences from self-service FNOL to settlement and lower costs.

Deliver omni-channel experiences.
Give customers, agents, and adjusters real-time omni-channel access to claims info and processes.
 
Financial Services Cloud enables you to unify customer experiences across channels, geographies, and both consumer and commercial lines of business.

Service Cloud allows you to automate your processes, streamline your workflows, and deploy the right agent at the right time.

CRM Analytics for Financial Services Cloud helps your entire team find important answers and start making data-driven decisions.

MuleSoft Anypoint Platform lets you integrate data from any system to deliver critical, time-sensitive projects — all with a single platform for APIs and integrations.
 
"We’ve created a claims reporting platform using Salesforce technology with our customers top of mind"

Jeff Dailey, CEO, Farmers Insurance
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Contact Center

Reduce handle times and make new representatives more efficient with guided transactions.
 
Increase efficiency by digitizing your contact center.
Manage high case volumes efficiently across channels by digitizing your contact center and using AI-powered automation.

Boost service productivity with automation everywhere.
Increase productivity by solving issues faster. Empower your team with end-to-end automation and AI that simplifies complex processes and enables seamless collaboration.

Maximize service operations by scaling with automation.
Free up your team to focus on value-added service experiences by empowering customers to self-serve and automating complex procedures across your organization.
 
Financial Services Cloud enables you to unify customer experiences across channels, geographies, and both consumer and commercial lines of business.

Service Cloud allows you to automate your processes, streamline your workflows, and deploy the right agent at the right time.

MuleSoft Anypoint Platform lets you integrate data from any system to deliver critical, time-sensitive projects — 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 center where customers can do simple tasks.”

STACY GOODMAN, CIO, PRUDENTIAL

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Invest in customer loyalty with digital-first experiences.

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Explore resources for group benefits.

 
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Report

The future is here and it's digital first.

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Get the report: The future is here and it's digital first.
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White paper

Learn how to modernize insurance distribution fast.

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