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
Customer Journey Orchestration for the Retail Bank of the Future
Jan 14, 2019
Geoff Merrick Joins Silverline as SVP and GM of Financial Services Industry Practice
Dec 11, 2018
Dreamforce 2018 for Financial Services: Unify the Experience, Unlock Loyalty
Oct 3, 2018
3 More Reasons to Connect With Silverline’s Financial Services Team at Dreamforce
Sep 19, 2018
Silverline’s Financial Services Team is Ready to Meet You at Dreamforce
Sep 10, 2018
Start Building Stronger Customer Relationships with Financial Services Cloud
Aug 20, 2018
Borrower Data is the Secret Sauce to the Customer Journey: Create the Best Mortgage Experience with Data Driven Marketing Strategies
May 31, 2018