Insurance Solutions
Enhance and Streamline Operations
Insurance brokers and carriers face ever-changing market conditions.
Silverline understands this landscape and has developed a strong core team of consultants with expertise in Health Insurance, Property & Casualty, Personal Lines and more. Our Salesforce solutions streamline your business operations so you can better manage the client lifecycle from prospect to policy renewal.
Qualify Prospects and Increase Business
Provide producers with tools to identify new prospects, identify whitespace opportunities, and obtain more broker of record letters.
Automate Renewals
Automatically target renewals based on effective date and never miss a renewal opportunity.
Improve the Customer Experience
Seamlessly leverage integration to Agency Management Systems, chat and telephony solutions, Claims Management tools and more.
WE ARE PROUD TO ANNOUNCE
Silverline is a Salesforce Master Partner in the Financial Services Sector.
Learn MoreFeatured Insurance Solutions
MAXIMIZE THE CLIENT EXPERIENCE
Agency Management System Integration
Agency Management Systems are critical to the operations of our Insurance clients, and so is the ability to access that data within the context of the CRM. Because of the flexibility and scalability of the Salesforce platform, our Insurance solutions offer integration to common AMS platforms to enable automated workflow and assist with data-driven decisions. These integration solutions: can:
- 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
Member Portals & Communities
Our Member Portals & Communities ensure that Insurance firms can offer their clients an unparalleled experience while simultaneously streamlining operations and minimizing support costs.
In partnership with many of our Insurance clients, we have designed and built custom Member Portals & Communities in order to provide secure access to their clients so that they may access vital services and information, all from one location. We have teamed with these clients to deliver functionality which:
- Supports a white glove experience for all members through omnichannel customer support
- Provides 24/7 access to important information and documents like policies, invoices, and insurance ID cards
- Enhances the claims process with a transformational level of transparency, real-time information, and human-centric options.
Salesforce + Financial Services
News, TIPS & TRICKS AND MORE
The California Consumer Privacy Act: Compliance Strategies for Financial Institutions
Jan 7, 2020
JP Owens Joins Silverline As Director, Banking & Lending
Dec 17, 2019
Insights From Dreamforce 2019: Key Takeaways for Financial Services
Nov 25, 2019
Advice from BCU: How To Choose The Right Salesforce Partner For Your Credit Union
Nov 19, 2019
Don’t Miss These Dreamforce 2019 Financial Services Sessions
Nov 11, 2019
Deeper Member Insights & Improved Results for Baxter Credit Union
Nov 7, 2019
What to Watch at the Digital Mortgage 2019 Conference
Sep 16, 2019