The Silverline BlogExpert Salesforce tips & tricks, articles and musings. Sprinkled with fun.

Insurance Articles

Insights From Dreamforce 2019: Key Takeaways for Financial Services

Dreamforce Nov 25, 2019 By Fred Cadena

Last week brought us the most awaited Salesforce event of the year: Dreamforce 2019. The conference just gets better year after year. With over 2,700 sessions on agenda builder — including 26 that involved Silverline or our clients — it was a long and energizing week! Among the sessions, keynotes, happy hours, and other excitement of the action-packed week, there was an avalanche of information on new Salesforce features and products. Dreamforce can be overwhelming,…
Read More

Dreamforce ’19 Know Before You Go: An Insider’s Insurance Edition

Dreamforce Nov 13, 2019 By Danielle Laffey

As Silverline’s Principal for Insurance Solution and co-leader of the Salesforce Insurance Community Group, I’m looking forward to everything Dreamforce 2019 has in store for those in the insurance space. I’ve highlighted everything you need to know to make the most of #DF19: tips, tricks, and must-see financial services and insurance sessions. My tips and tricks for a successful Dreamforce 2019 Prioritize hands-on workshops and partner/customer theaters in expo halls over sessions. Sessions…
Read More

Get to Know the Insurance-Focused Updates to Financial Services Cloud

Financial Services Oct 2, 2019 By Danielle Laffey

It’s an exciting time in insurance technology! On September 24, Salesforce announced an insurance-focused extension to its Financial Services Cloud. New enhancements are designed to help insurers to strengthen relationships with policyholders and include a 360-degree view of each customer across all lines of business. These new capabilities also provide insurers with expanded functionality designed specifically for their industry, such as pre-packaged Lightning Flow templates for First Notice of Loss and Beneficiary Change, detailed Life…
Read More

The Top 5 Insurance Trends You Should Know in 2019

Financial Services Jul 30, 2019 By Fred Cadena

In the age of digital transformation, insurance companies are making major moves to up their industry’s ability to meet customer and employee needs. Here are five top trends working their way through the world of insurance. Trend #1: Value and efficiency throughout the customer journey We’ve all had to deal with a long process to get a new insurance quote. Or felt the agonizing experience of explaining a claim to one service agent only to…
Read More

Get to Know the Trailblazers for Insurance Community Group

Communities Jul 22, 2019 By Danielle Laffey

On the tails of the exciting launch of FSC for Insurance this spring, Alexis Kuhne (MedPro Group) and I decided to revive a dormant insurance community group of over 1,000 globally. Why? To create a collaborative forum for people exploring how to blaze new trails in the insurance vertical. The Trailblazers for Insurance Community Group is geared toward all those hungry to learn how to make the consumer, agent, and policy admin experience better in…
Read More

Digital Transformation in Insurance Quote to Issue

Financial Services Jul 5, 2019 By Mike Piehl

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. Applicants used to expect a web-based interaction where they provided a small amount of information and an agent would contact…
Read More