Salesforce for Insurance
Helping insurance companies improve the client experience with Salesforce solutions.
Insurance customers expect fast, seamless service from quoting to claims.
To compete, insurers must connect siloed systems and data to create a 360-degree view of each policyholder.
Our Offerings
We’ve developed a strong core of consultants with experience working in Property & Casualty and Life & Annuity for both personal and commercial lines. This deep industry knowledge paired with proven Salesforce expertise positions us to best help your company increase productivity, manage pipelines, drive renewals, target cross-sell opportunities, and close more business.
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Policyholder 360
Gain a 360-degree view of policyholders across applications, policy data, claims, and all engagements. Tailor views to users to provide them the information they need in an easy-to-understand way.
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Quote-to-Bind Process
Take your quoting process from days to minutes by creating streamlined, customer-centric quote-to-bind management for agents, brokers, and policy applicants.
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Automated Underwriting
Enable rule-based straight-through processing, reducing the duration from quote to policy and allowing underwriters to focus on cases that need more attention.
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Claims Management
Automate the claims process, from the first notice of loss (FNOL) to adjudication and payment, and provide policyholders with visibility on the status of their claim.
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Contact Center
Provide agents with guided flows and tailored data, next best actions, and contextual offers based on caller type. Manage and collaborate on cases, and provide a better experience for policyholders and/or agents. Leverage AI for automation and efficiencies with cases.
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Distribution Management
Enable agents and brokers to promote brand-approved content effectively with distributed marketing. Meet prospects and policyholders in the channel of their choice, and build personalized journeys.
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Broker/Agency CRM
Many Salesforce customers and consultants focus all of their energy on the initial configuration of the platform but haven’t considered their long-term strategies for continued wins. We can help drive ongoing, repeatable success for your Salesforce Org.
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Financial Services Cloud Upgrade
Upgrade from Sales Cloud and other Salesforce Clouds to Financial Services Cloud. Increase productivity through features such as householding and action plans, and leverage OmniStudio to improve processes such as quick quoting and FNOL.
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Salesforce Insurance Solutions
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Salesforce Financial Services Cloud
In order to meet the needs of every unique policyholder, agents and customer service reps need 360-degree views of each policyholder’s milestones, real-time insights and analytics to inform coverage recommendations, and out-of-the-box dashboards. Financial Services Cloud provides the immediate, inside look policyholders and insurers need most.
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Agentforce
Agentforce transforms how businesses automate tasks and engage with customers, combining advanced AI capabilities with Salesforce’s trusted platform. AI Agents can analyze data, proactively manage client requests, and provide personalized service, helping organizations stay informed about market trends and customer portfolio changes in real-time.
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Salesforce Industries (Vlocity)
Salesforce Industries (formerly Vlocity) is designed to deliver digital, customer-centric experiences, enabling seamless integration with market-leading CRM platforms, marketing automation solutions, and customer engagement capabilities. Salesforce Industries’ insurance capabilities include:
- Quoting/illustrations
- Policy print
- Product management
- Underwriting
- Commissions
- Post-issue transactions
- Claims
- Billing
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Agency Management System Integration
Leveraging the flexibility and scalability of the Salesforce platform, our Insurance services feature integration to common Agency Management System platforms to enable an elevated policyholder experience and automate workflows to make agents more efficient. Our offerings:
- Provide real-time information about the underwriting process and related activities
- Push critical policy information to Salesforce to help automate renewals and other workflows
- Update Salesforce users and clients alike with the status of their claims
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Policy Administration System Integration
By integrating Salesforce’s Financial Services Cloud with your existing PAS, a carrier can drive seamless customer experiences with 360-degree views of policyholders and instant access to relationships, coverage, claims, and activity data. Our solutions:
- Give your agents a complete view of each policyholder to deliver personalized and relevant recommendations
- Enable policyholders to communicate effortlessly with the right representative for sales, claims, or policy administration using the device and channel of their choice
- Give the entire organization the tools to collaborate across lines of business with referral management, lead scoring, and policyholder insights
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Distribution Channel Management Solution
Managing insurance distribution channels while staying compliant is difficult to do successfully. Leveraging a solution that is native to the Salesforce Platform, our insurance services feature an implementation of the AgentSync SaaS platform to help insurance companies automate their end-to-end producer management processes. AgentSync’s offering:
- Accelerates your distribution management processes, supported by a daily sync, the first-of-its-kind API, connecting the industry’s source of truth on producer licensing and appointments
- Unlocks new revenue potential, enabling producers to write business sooner by reducing repetitive, manual compliance status validation tasks
- Automates and extends your data to gain insight and drive agile operational change management
Success after implementation with Managed Services
Many Salesforce customers and consultants focus all of their energy on the initial configuration of the platform but haven’t considered their long-term strategies for continued wins. You might be asking yourself questions like:
- Am I making improvements in value and efficiency throughout the client journey?
- Should I be using AI and automation to decrease operating costs and provide better experiences due to shortened cycle times?
- Am I adopting the right technology changes to keep up with the shift in consumer expectations to greater speed and convenience?
- How do we manage change internally and externally?
Most of the hard work begins after go-live. At Mphasis Silverline, we have years of experience helping our clients thrive after implementation. Learn more about how we can help drive ongoing, repeatable success for your Salesforce Org.
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Understanding and Improving Workers’ Compensation Insurance Solutions
With organizations managing remote, in-person, and hybrid workforces, they are facing a whole new set of workers’ compensation challenges. Download our eBook to learn how to build a strong carrier-broker relationship, unpack the complexity of sales and distribution, enable workplace safety visits and training, and more!
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Salesforce Insurance FAQ
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Salesforce provides a single, unified platform that connects all major insurance functions end‑to‑end. From distribution and policy servicing to claims, underwriting, and customer engagement, this unified architecture eliminates silos, improves data flow, and creates a seamless experience across the entire insurance lifecycle.
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Salesforce transforms the policyholder experience with speed and personalization while allowing insurers to anticipate customer needs, provide relevant coverage options, and nurture connected relationships.
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Salesforce provides streamlined onboarding, quoting, and servicing supported by mobile access, intelligent automation, and real-time insights that help agents be more productive and drive stronger results.
