The Silverline Blog
Industry insights, Salesforce news, and more
Financial Services
Drive Digital Transformation with Salesforce Insurance Policy Administration
Reading time: 4 minutes
The pandemic has been a huge disruption in everyone’s life, so it should come as no surprise that the pandemic was a massive disruptor in the insurance industry. Agents could not hold face-to-face meetings with prospective policyholders, and the days of paper trails to collect information were over. A shift to digital was inevitable, given...
Financial Services
Rebuilding SIF’s Quoting Process for Efficiency and Visibility
Reading time: 3 minutes
SIF, Idaho Workers’ Compensation, has been the reliable and stable source of workers’ compensation for Idaho since 1917. But processes hadn’t changed to keep up with the transforming marketplace. Requesting a quote was initiated with a form, an option that was very time-consuming and offered agency staff no visibility into where applications were in the...
Financial Services
Insurtech Challenges and Solutions Uncovered at ITC Vegas 2022
Reading time: 3 minutes
ITC Vegas is the world’s largest insurtech event. Over three days in September, insurance leaders, tech entrepreneurs, investors, and more convened in Las Vegas to showcase new innovations, learn how to increase productivity and reduce costs, and share ways to enrich policyholders’ lives. Silverline’s insurance team attended ITC Vegas and had the opportunity to interact...
Capital Markets
Financial Services at Dreamforce: Dynamic Solutions to Enhance Efficiency
Reading time: 4 minutes
The de-stressing puppy station – that’s what some attendees might remember the most from this year’s Dreamforce conference. The puppies were there to help with relaxation and mindfulness during a hectic few days at the event. Between the thousands of sessions, multiple parties, and many client conversations, the Silverline Financial Services team found a welcome...
Capital Markets
Don’t Miss These Dreamforce 2022 Financial Services Sessions
Reading time: 4 minutes
Dreamforce is just a few weeks away, and along with checking the weather in San Francisco and playing the Red Hot Chili Peppers on repeat, you’re probably starting to think about the sessions you’ll attend. With over 1,000 sessions happening over three days, deciding which ones are worth your time can be overwhelming. Our Silverline...
Vlocity
Salesforce Insurance Industry Innovations for 2022
Reading time: 5 minutes
The insurance industry is dealing with a major talent gap. According to the U.S. Bureau of Labor Statistics, nearly 400,000 employees are expected to retire from the insurance industry workforce within the next few years. Yet, those people that were supposed to follow in retirees’ footsteps are choosing a different path. 44% of millennials say...
Financial Services
How to Build a Better Contact Center with FSC and Salesforce Industries
Reading time: 5 minutes
Although customers are increasingly moving to digital channels, traditional contact center support will continue to remain an important service channel. At many contact centers, the ability to serve customers is negatively impacted by agent’s need to access multiple legacy applications — frequently with a need to re-key and search for information separately in each, made...
Financial Services
Silverline Named a 2022 ‘Leader’ for Salesforce Services in Insurance by Everest Group
Reading time: 2 minutes
Silverline, a digital transformation consultancy and Salesforce partner headquartered in New York City, announced today that it has been named a Leader in the Everest Group PEAK Matrix® for Salesforce Services in Insurance Service Provider 2022. The PEAK Matrix provides an objective, data-driven assessment of service and technology providers based on their overall capability and...
Financial Services
Rob Petitgout Joins Silverline as Senior Director, Insurance Go-To-Market Lead
Reading time: < 1 minute
Silverline, a Salesforce consulting firm headquartered in New York City, today announced that Rob Petitgout has joined the Financial Services practice as Senior Director, Insurance Go-To-Market Lead. In this new role, Rob will partner with insurance companies to help them identify new ways to leverage technology solutions that drive transformation, growth, and measurable ROI. To...
Payer
Payer Provider Portals: What They Are and Why You Need One
Reading time: 4 minutes
As a payer, you know that your contractual relationships with different providers can be complicated. (Understatement of the year, right?) You’re dealing with different lines of business, government regulations, tangled provider relationships, and payment schedules that can be wildly different. What you need is a health insurance provider portal powered by Salesforce to bring it...