Salesforce Insurance Claims Management

Create a better claims experience and improve customer retention with Silverline.

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

Claims processes have historically been time-intensive and difficult. When your customers need to file a claim, they’re dealing with life’s curveballs: accidents, natural disasters, theft, or even death. It’s an emotionally charged experience already, and it’s time for insurance companies to do better. Because of this, a negative claims experience can frequently lead to customers deciding to switch insurance providers (it’s no surprise the rate of switching amongst insurance shoppers recently increased to 35%).

Convenience is key in the insurance industry, with customers looking for an easy, smooth process from quote to policy administration to claims processing.

The Salesforce suite of products, including Salesforce OmniStudio, can make this easy. With 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.

Benefits of Salesforce insurance claims management

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.

Video: 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.

Video: 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!

Improve your claims process with Salesforce

Silverline leverages Salesforce products such as Financial Services Cloud, Service Cloud, Experience Cloud, and more, along with OmniStudio (formerly Vlocity) to provide you with end-to-end claims management.

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.

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. 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.

“Silverline really embraced our vision for our member portal. We collaborated to ensure we had the best member experience possible. Because of this, our Portal is more intuitive, responsive, and connected to our business processes than anything we could have imagined.”
– Stuart Tainsky, Senior Vice President & Chief Information Officer

Read the full customer story.

Integrate your PAS systems

For insurers with existing claims management tools and PAS systems such as Duck Creek, Guidewire, Oracle Insurance Policy Administration for Life and Annuity, Accenture Life Insurance and Annuity Platform, and more, Silverline 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.

Webinar: Transform Your Claims Experience

Because of the pandemic, many insurers stepped up and accelerated digital transformation initiatives to help their employees work remotely and serve their clientele better. In this webinar, we discuss some of the ways the market accelerated programs to provide end-to-end digital processes and demo Salesforce claims management solutions.

Watch the webinar here.