Financial Services
Achieve an Improved Underwriting Process with Salesforce
Changes in the insurance industry have recently resulted in increased efforts to ensure new data points and pricing logic can be leveraged to maximize outcomes. This means that insurance Underwriting processes need to catch up. By combining both engagement and transactional capabilities within a single platform, insurers can improve time to value and increase tactical...
Salesforce News
Salesforce Acquires Vlocity: Why This News Matters Now
The Salesforce acquisition of Vlocity will drive tremendous value for our clients and ultimately speed the pace of innovation for specific industries. Since the launch of Financial Services Cloud (FSC) and Health Cloud in 2015, Salesforce has demonstrated a commitment to driving innovation at the industry level, and this acquisition doubles down on that strategy. ...
Financial Services
Digital Transformation in Insurance Quote to Issue
Now, more than ever before, prospective clients have higher expectations of Insurers. In many cases, especially in direct-to-client distribution models, the first meaningful interaction between the applicant and carrier is a quote. So that quote needs to provide more than just numbers, it needs to provide an experience — and a good one at that....