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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.

  • 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.

  • 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.

  • 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.

  • 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.

  • 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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Recruiting and onboarding agents quickly is vital for both captive and non-captive carriers.

Paper-heavy processes delay productivity. Streamlining onboarding and using agent data, communities, and automation helps drive faster appointments, deeper engagement, and increased business growth. Our offerings:

  • Provide self-service features for agent application and onboarding

  • Organize recruitment business processes and activities including ROI tracking for agent sourcing

  • Simplify document capture and data entry

  • Provide visibility and control over the onboarding process through powerful reports and dashboards

  • Drive results with personalized coaching and business insights for agents, including white-space opportunities and new product offers

Policy Administration System and Claims on Salesforce Industries

Increase efficiency, transparency, and engagement across insurers, member teams, and policyholders.

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

Insurance Solutions

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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Partner

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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Workers Comp eBook

The latest from our financial services team

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