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Digitally manage the entire policy lifecycle spanning quoting, issuance, endorsements, billing, renewals, and commissions.
First, choose the right Insurance Policy Administration product for your business needs.
Policy Administration - Quoting
Support digital quoting for policyholders, producers, underwriters, and more.
$
42000
USD/Per $10 million GWP
(Billed annually)
- Configure Policy Quotes
- Automate Policy Workflows
- Experience Cloud Logins
Policy Administration - Full
Manage policy lifecycles across quoting, issuance, billing, renewals, and more.
$
75000
USD/Per $10 million GWP
(Billed annually)
- Everything in Policy Administration - Quoting, plus Process Policy Transactions
- Calculate and Manage Commissions
- Transact Policy Payments
Quote, Rate, and Apply
Support digital quoting for policyholders, producers, underwriters, and more.
$
200
USD/Licensed per user
(Billed annually)
- Automate Policy Workflows
- Configure Policy Quotes
- Consumption-Based Pricing
* Up to $1 million GWP included in Insurance Product Administration license. This page is provided for information purposes only and subject to change. Contact a sales representative for detailed pricing information.
Extend the power of Insurance Policy Administration with these related apps and add-ons.
Insurance Claims Management
Manage claims lifecycles across intake, adjudication, reserves, and payment.
Insurance Product Administration
Deliver real-time digital quoting, end-to-end policy management, and product and rating management.
Data Cloud
Activate all your customer data across Salesforce applications.
Marketing Cloud
Personalize customer experiences and optimize each campaign with data-first enterprise solutions for any channel and device.
Financial Services Cloud Intelligence
Drive predictable revenue with analytics and AI for organizations.
MuleSoft Anypoint Platform
Integrate data from any services system to deliver critical, time-sensitive data — all with a single platform for APIs and integrations.
Experience Cloud
Quickly launch data-powered sites, portals, and apps, connected across the customer journey.
Then, choose the Success Plans that’s right for your business.
With resources, guidance, and technical support, our three levels of Success Plans help your business get more value from Salesforce and prepare your data for a
future with AI.
Standard Success Plan
Set your company up for success with self-guided, always-on resources.
Included in all licenses
- Access to Knowledge Articles, documentation, and Trailhead
- Global Trailblazer Community
Premier Success Plan
Start strong and grow your business with expert guidance and expedited support.
30% of net license fees
- Expert guidance and product education
- Health checks and recommendations
- Access to 24/7 support for business-stopping issues
- Bundled with Unlimited Edition
Signature Success Plan
Get the most value from Salesforce with a proactive partnership and personalized experience.
Contact your account executive
- Designated Customer Success Manager
- Customer Success Score
- Proactive Monitoring and Key Event Management
- Fastest 24/7 support response times
Find your path to AI success with the right experts and apps.
Professional Services and Salesforce Certified Partners provide services to get you started with data and ensure long-term success with AI. Depending on your unique business needs, engaging with either or both can maximize your ROI.
Professional Services
Realize value quickly and become self-sufficient with Salesforce.
Partners
Innovate and grow faster with pre-built apps and expertise on AppExchange.
Ready to take the next step with the world’s #1 AI CRM for Financial Services?
Start your trial.
Try Financial Services Cloud free for 30 days. No credit card. No installations.
Talk to an expert.
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Watch a demo.
Learn how Salesforce for financial services empowers customers' financial success.
Insurance Policy Administration Pricing FAQ
Salesforce has all kinds of add-ons, apps, and additional products to help your company stay ahead in your industry. Call us at 1-800-664-9073 to discuss Financial Services Cloud for Insurance Policy Administration pricing and the kind of products you’re looking to add.
We know things don’t always go according to plan, and we’re here and will try our best to support. Reach out to a sales representative at 1-800-664-9073 to discuss Financial Services Cloud for Insurance Policy Administration pricing and options.
In many cases, Salesforce products integrate directly with many outside applications and systems to help you connect your data. For those that don’t have built-in integration, like on-premises data sources, you can purchase licenses of MuleSoft, work with our integration partners, or use apps on AppExchange.
Talk to a sales representative to get an idea of what integration solution works best with the Salesforce products you use.
We offer several advisory, adoption, and support plans to our customers. To learn more, visit Success Cloud.
You can add products or upgrade at any time, but some products may need to scale together. Reach out to our sales department at 1-800-664-9073 to explore Financial Services Cloud for Insurance Policy Administration pricing and to see what works for your business.
