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Financial Services Cloud for Insurance Brokerages for Service Edition Pricing

Get a complete view of the customer across producers and account managers.

First, choose the right Financial Services Cloud for Insurance Brokerages edition for your business needs.

Financial Services Cloud for Insurance Brokerages includes 10 brokerage credits per user per month. Brokerage credits are shared across the org among Financial Services Cloud for Insurance Brokerage users. Additional brokerage credits available as add-ons at $10,000 per 1,000 brokerage credits.

Service Enterprise

The insurance brokerage CRM for service with built-in AI.
$ 300
USD/User/Month
(Billed annually)
  • Insurance Brokerage-Specific Workflows using Service Cloud Enterprise Edition as a foundation
  • Single Pane of Glass for Producers and Account Managers
  • Commission Processing and Revenue Tracking

Service Unlimited

The insurance brokerage CRM for service with built-in AI, chat, and 24/7 support.
$ 475
USD/User/Month
(Billed annually)
  • Built on Service Cloud Unlimited Edition for more AI and chat capabilities
  • Additional automation capacity
  • Premier Success Plan and Full Sandbox

Einstein 1 for Service

The best of Salesforce Service for insurance brokerages, contact centers, and service operations.
$ 700
USD/User/Month
(Billed annually)
  • Everything in Unlimited, plus Digital Engagement, Scheduler, and Team Collaboration with Slack
  • Connect Salesforce and External Data with Data Cloud and Financial Services Cloud Intelligence
  • Additional Einstein AI Requests

Compare editions and top features.

Service Enterprise

$ 300

user/month

Service Unlimited

$ 475

user/month

Einstein 1 for Service

$ 700

user/month

Insurance Brokerage Credits

10 brokerage credits/user/month (shared across the org*) 10 brokerage credits/user/month (shared across the org*) 10 brokerage credits/user/month (shared across the org*)

Financial Services Cloud

Broker of Record Tracker

Policy Lifecycle Manager

Producer Split Manager

Direct Bill Commission Processor

The Best of Salesforce for Service

Service Enterprise

$ 300

user/month

Service Unlimited

$ 475

user/month

Einstein 1 for Service

$ 700

user/month

Broker of Record Tracker

Insurance Service Console

Action Plans

Discovery Framework

Service Enterprise

$ 300

user/month

Service Unlimited

$ 475

user/month

Einstein 1 for Service

$ 700

user/month

Policy Lifecycle Manager

Plan Rate Calculator

Plan Contribution Tracker

Plan Benefit Tracker

Service Enterprise

$ 300

user/month

Service Unlimited

$ 475

user/month

Einstein 1 for Service

$ 700

user/month

Policy Lifecycle Manager

Claim Tracker

Service Enterprise

$ 300

user/month

Service Unlimited

$ 475

user/month

Einstein 1 for Service

$ 700

user/month

Producer Split Manager

Direct Bill Commission Processor

Expected Revenue Tracker

Financial Services Cloud for Insurance Brokerages - Service also includes everything in corresponding editions of Financial Services Cloud Service, Sales Cloud, and Service Cloud Enterprise and Unlimited Editions. For a comprehensive list of features, please visit our Financial Services Cloud Service pricing page, Sales Cloud pricing page, and Service Cloud pricing page.

*Financial Services Cloud for Insurance Brokerages includes 10 brokerage credits per user per month. Brokerage credits are shared across the org among Financial Services Cloud for Insurance Brokerage users.

Next, choose the Success Plan that's right for you.

From resources to embedded experts, get the right level of support and expert guidance for your business.

Standard Success Plan

Learn at your own pace with free self-guided resources.

Included in all licenses.
  • Online learning to upskill teams
  • Global Trailblazer community

Premier Success Plan

Fast track your success now with easy and expert guidance.
30% of net license fees.
  • Access to 24/7 support
  • Expert coaching and education
  • Tailored assessments
  • Bundled with Unlimited Edition

Signature Success Plan

Maximize ROI with proactive, personalized expertise.

Contact your account executive.
  • Designated Technical Account Manager
  • Proactive monitoring
  • Key event management
  • Fastest 24/7 support response times

Financial Services Cloud for Insurance Brokerages 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 1-800-667-6389 to discuss Financial Services Cloud for Insurance Brokerages 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 1-800-667-6389 to discuss 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

Financial Services Cloud is world’s #1 AI CRM for financial services that unlocks data from core banking, wealth, and insurance platforms and unifies it around the customer. Financial Services Cloud for Insurance Brokerages connects producers and account managers on a flexible, client-centric platform designed for insurance brokerages to build upon. Unify siloed data, automate routine processes with Agentforce agents, and create tailored objects and work flows that accommodate your business’ needs.

You can add products or upgrade at any time, but some products may need to scale together. Reach out to our sales department at 1-800-667-6389 to explore Financial Services Cloud pricing and to see what works for your business.

The Financial Services Cloud license in Financial Services Cloud for Insurance Brokerages is available as Enterprise Edition or Unlimited Edition to match any existing Financial Services Cloud licenses your organization has. This page is provided for information purposes only and subject to change. Contact a sales representative for detailed pricing information.