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Salesforce Insurance Claims Management

Create a better claims experience and improve customer retention.

With Salesforce insurance claims management solutions, you can provide policyholders with a streamlined claims process — all within the Salesforce platform.

Benefits of Salesforce Insurance Claims Management

Customers are looking for an easy, smooth process — from quote to policy administration to claims processing. The Salesforce suite of products, including Salesforce Industries, can make this easy. With Mphasis Silverline’s deep expertise in Salesforce for insurance, we can help you provide your clients with a simple and streamlined claims experience that minimizes claims costs and retains existing customers.

  • Build a Better Claims Experience

    Allow policyholders to easily file a claim, eliminate unnecessary touchpoints, and reduce the need to give the same information multiple times.

  • Increase Customer Satisfaction

    Improve customer satisfaction, increase NPS scores, and drive higher retention rates.

  • Reduce Claims Processing Costs

    Set up auto-adjudication and automate other aspects of claims processing to reduce operational costs.

File a First Notice of Loss (FNOL)

How can you best handle the claims process in Salesforce? Using Salesforce OmniStudio, we guide you through how easy it can be to file a first notice of loss.

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Calculate a Quick Quote

You can get a quick quote in a snap using the out-of-the-box functionality within OmniStudio and Salesforce for Insurance. See it in action!

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  • Dynamic FNOL Experience

    Provider your policyholders with a dynamic, user-friendly first notice of loss (FNOL) experience, whether on mobile, desktop, or in the call center.

  • Document Upload

    Allow claimants to upload documents and photos from any device.

  • Payments

    Schedule payments to one or more recipients via check or electronic payments.

  • Auto-Adjudication

    Set up instant rules-based auto-adjudication for claims, improving the claims handling time and reducing costs.

  • Reporting and Analytics

    Create dashboards to track open claims, view trailing document status, and manage expenses, losses, and reserves.

  • Member Portal

    Drive transparency with a member portal, allowing customers to see the status of their claim through the claims tracker. Allow clients to see real-time updates, payment history, details about repairs, and more.

Mphasis Silverline helps PURE build member portal

Privilege Underwriters Reciprocal Exchange (PURE) is a policyholder-owned insurer whose product suite includes best-in-class, customizable coverage throughout the U.S. for high-value homes, automobiles, jewelry, art, personal umbrella liability, watercraft, and flood.

When PURE began segmenting their NPS, they discovered that they were creating an extraordinary level of enthusiasm and loyalty through the claims process, but also that claimants were yearning for more real-time information. Mphasis Silverline helped PURE create a member portal for their customers, enhancing the claims process with a transformational level of transparency, real-time information, and human-centric options.

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Integrate your PAS systems

For insurers with existing claims management tools and PAS systems, we can help integrate these technologies with Salesforce. This allows you to have one source of truth, prevent application switching during calls, and create a streamlined, connected experience for insureds.

Why choose Mphasis Silverline?

Mphasis Silverline is a top Salesforce partner with over 15 years of experience serving insurers. Our consultants specialize in financial services technology, and many come with first-hand experience working at insurance organizations.

In addition to our industry expertise, we also bring our technological expertise from over a thousand implementations on the Salesforce platform. With our cross-cloud expertise, as well as our knowledge regarding the broader insurance technology landscape, we’ll help recommend and design insurance claims management solutions that best fit your needs.

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