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

Insurance Articles

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

Dreamforce

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

Financial Services

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…
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The Top 5 Insurance Trends You Should Know in 2019

Financial Services

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…
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Get to Know the Trailblazers for Insurance Community Group

Communities

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…
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Digital Transformation in Insurance Quote to Issue

Financial Services

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…
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