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PROPERTY AND CASUALTY

Protect what matters most: relationships.

Put policyholders at the center of every insurance interaction to stay ahead in increasingly digitized markets.

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Power automation and innovation to drive cost savings for property and casualty insurers.

Develop and deploy products faster.

Respond to market demands quickly with a digital platform for rapid innovation.

Automate to accelerate.

Turn complex business processes into seamless workflows, all in one place.

Be a service superstar.

Transform contact center operations to deliver exceptional customer service, retention, and growth.

Agent and broker application abstraction

Automated Underwriting

Streamline the underwriting process, boost productivity, and unlock insights across your entire organization, all on a single, connected platform.

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How It Works

Digitize submissions.
Empower brokers and agents with digital submission access via portal, mobile app, or API, all with dynamic data enrichment.

Unlock automated quoting.
Drive straight-through processing of digital applications, automate referrals, and give underwriters a workstation.

Drive underwriter productivity.
Consolidate the underwriter’s desktop in a single application with queues, workflow automation, and more.

Transform online collaboration.
Message brokers, approvers, and others. Monitor progress and manage ancillary submission online and in real time.

Visualize your business.
Use graphic-rich reports to see business flows by source and underwriting stage. Leverage analytics in decisions.

What’s Included

Financial Services Cloud enables you to unify customer experiences across channels, geographies, and both consumer and commercial lines of business.

Insurance Product Administration➚ delivers real-time digital quoting for producers and underwriters, plus end-to-end policy lifecycle management and agile product and rating management.

Experience Cloud lets you quickly launch data-powered sites, portals, and apps, connected across the customer journey.

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

Slack brings together all your teams with the apps and data they need in a single, collaborative workspace.

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.

Who Uses It

Ascot Array accelerates submission response time with automated underwriting.

Distribution Management

Enable marketing managers to run promotions to independent brokers and agents. Enable sales channel and territory managers to efficiently onboard brokers while analyzing their pipeline.

How It Works

Optimize broker strategy.
Inform broker and independent agent strategy with a producer contribution dashboard.

Facilitate broker onboarding.
Make it easy for producers to sign up through an interactive producer portal.

Plan broker engagements.
Use recommended actions to improve producer relationships, plan activities with workflows, and deliver training resources for agents.

What’s Included

Financial Services Cloud enables you to unify customer experiences across channels, geographies, and both consumer and commercial lines of business.

Marketing Cloud allows you to build and manage personalized customer journeys.

Experience Cloud lets you quickly launch data-powered sites, portals, and apps, connected across the customer journey.

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

Slack brings together all your teams with the apps and data they need in a single, collaborative workspace.

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.

Who Uses It

“Financial professionals expect the same personalized touchpoints and convenience when working with institutions as they get from their favorite consumer app experiences.”

ROB GOODMAN, ASSISTANT VP, CRM PROGRAM OWNER, PACIFIC LIFE

See the story

Automated Claims

Provide customers with a fast, personalized, and hassle-free claims experience with customer-centric claims management.

How It Works

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 settlemen and lower costs.

Deliver omni-channel experiences.
Give customers, agents, and adjusters real-time omni-channel access to claims info and processes.

What’s Included

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.

Who Uses It

"We’ve created a claims reporting platform using Salesforce technology with our customers top of mind"

Jeff Dailey, CEO, Farmers Insurance

See the story

Explore resources for property and casualty.

The Future of Financial Services

Report

Read about trends in financial services and what’s next.

Get the report

Video

Accelerate change in insurance distribution.

Watch the video

See more resources

Ready to learn more about insurance solutions?

Contact us

Or, call us at 1-800-667-6389.

Start a 30-day trial of Financial Services Cloud for free.

Try for free

Ready to learn more about insurance solutions?

Contact us

Or call us at 1-800-667-6389.

Start a 30-day trial of Financial Services Cloud for free.

Try for free

Financial Services Software from Salesforce.

Salesforce Financial Services Cloud integrates sales, service, and marketing into a consistent, personalized customer experience across all departments and communication channels. From tellers at retail banks to wealth & asset management advisors, Salesforce will help you transform how you work with customers as well as how you work within your organization.

The Financial Services Cloud and its asset management software centralizes all of your client data, so your client relationships are more visible and organized. That means that you will have more time to discover important insights, such as new growth opportunities. Plus, when all client interactions are recorded and managed in a platform, you will be better prepared to comply with regulations.

Request a demo to see how Salesforce can help your business with customer management.

CRM: Salesforce CRM fosters better customer relationships, helping you save money and increase profits.

Small Business CRM: Learn how Salesforce CRM can help SMBs increase sales and profits.

Cloud Computing: Force.com's cloud computing platform allows you to build business applications quickly.

CRM Sales Software: Sales software-as-a-service gives you a complete view of customers and prospects, so you can close more sales, more quickly.

CRM Software Solutions: CRM benefits every industry and enterprise. Learn more about CRM solutions for your industry.

Company Management System: Company management system for all industries by Salesforce.

Automotive CRM: Automotive CRM to help your business listen to customer and engage them at every touch point.

Communications CRM: Communications CRM from Salesforce so you can meet the high expectations of your customers.

Financial Services CRM: Create personal experiences that build customer trust and loyalty with Salesforce finance CRM.

Financial Services

PROPERTY AND CASUALTY

Protect what matters most: relationships.

Power automation and innovation to drive cost savings for property and casualty insurers.

Develop and deploy products faster.

Automate to accelerate.

Be a service superstar.

Automated Underwriting

How It Works

What’s Included

Who Uses It

Distribution Management

How It Works

What’s Included

Who Uses It

Automated Claims

How It Works

What’s Included

Who Uses It

Explore resources for property and casualty.

Report

Read about trends in financial services and what’s next.

Video

Accelerate change in insurance distribution.

Ready to learn more about insurance solutions?

Start a 30-day trial of Financial Services Cloud for free.

Ready to learn more about insurance solutions?

Start a 30-day trial of Financial Services Cloud for free.

Financial Services Software from Salesforce.

Popular Searches

New to Salesforce?

About Salesforce

Popular Links

Americas

Europe, Middle East, and Africa

Asia Pacific

PROPERTY AND CASUALTY

Protect what matters most: relationships.

Power automation and innovation to drive cost savings for property and casualty insurers.

Develop and deploy products faster.

Automate to accelerate.

Be a service superstar.

Automated Underwriting

How It Works

What’s Included

Who Uses It

Distribution Management

How It Works

What’s Included

Who Uses It

Automated Claims

How It Works

What’s Included

Who Uses It

Explore resources for property and casualty.

Report

Read about trends in financial services and what’s next.

Video

Accelerate change in insurance distribution.

Ready to learn more about insurance solutions?

Start a 30-day trial of Financial Services Cloud for free.

Ready to learn more about insurance solutions?

Start a 30-day trial of Financial Services Cloud for free.

Financial Services Software from Salesforce.

Related Searches

Popular Searches

New to Salesforce?

About Salesforce

Popular Links

Americas

Europe, Middle East, and Africa

Asia Pacific