Salesforce for Insurance
Helping insurance companies improve the client experience with Salesforce solutions.
Helping insurance companies improve the client experience with Salesforce solutions.
To compete, insurers must connect siloed systems and data to create a 360-degree view of each policyholder.
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.
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.
Take your quoting process from days to minutes by creating streamlined, customer-centric quote-to-bind management for agents, brokers, and policy applicants.
Enable rule-based straight-through processing, reducing the duration from quote to policy and allowing underwriters to focus on cases that need more attention.
Learn moreAutomate 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.
Learn moreProvide 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.
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.
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.
Learn moreUpgrade 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.
Learn morePaper-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
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:
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.
Learn moreLeveraging 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:
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:
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:
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.
Learn moreMany 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:
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.
Learn moreWith 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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