The Silverline Blog
Industry insights, expert Salesforce tips and tricks, and more
Salesforce Platform
Webinar Recap: Salesforce User Adoption Best Practices for the Insurance Industry
Outside of my work with Silverline, I run the Trailblazer Insurance Community group for Salesforce. I recently had the privilege of hosting Dreamforce speakers Yves Stewart and Skye Tyler at the Salesforce for Insurance Trailblazer Community group meeting to talk about User Adoption. During the Dreamforce ‘19 Circle of Success for Insurance session, we asked...
Financial Services
Insights From Dreamforce 2019: Key Takeaways for Financial Services
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...
Financial Services
Dreamforce ’19 Know Before You Go: An Insider’s Insurance Edition
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...
Financial Services
Get to Know the Insurance-Focused Updates to Financial Services Cloud
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...
Financial Services
The Top 5 Insurance Trends You Should Know
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...
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....