Is migrating to Salesforce an all-or nothing move?
Many insurance companies are wondering how they will be impacted if they let go of their legacy systems. The good news is that it’s not an all-or-nothing situation when it comes to upgrading to Salesforce – there is a middle path. It lets you get your feet wet without taking the big plunge into the digital pool.
By migrating certain business processes or systems to new digital technologies, you can see how simple it is to implement bite-sized projects that have huge impacts on the bottom line. How to get started? Check out the options below and contact Silverline to help review your business to determine the best place to start depending on your specific challenges and objectives.
Get started here
Select an option to see how you can migrate processes to Salesforce in a phased approach, based on what you want to accomplish.
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Option 1:
Streamline Quoting ProcessWhat is the solution?
Starts with product configuration and building a quoting UI that will allow a user to go through the quoting process.Why consider this option?
This build is best for companies that want policy management, policy data, claims, and billing to continue to live in the legacy system.
Stays on Legacy System
Policy Data
Policy Management
Claims
Billing
Moves to Salesforce Industries
Product Configuration
Quoting
Document Generation
Agent Portal
Stays on Legacy System
Claims
Billing
Moves to Salesforce Industries
Product Configuration
Quoting
Document Generation
Policy Management
Policy Data
Agent Portal
Moves to Salesforce Industries
Product Configuration
Quoting
Document Generation
Policy Data
Claims Entry
Agent Portal
Policyholder Portal
Policy Management
Billing
Option 2:
Accelerate Claims ProcessingWhat is the solution?
Claims move to the forefront and are implemented quickly while policy management remains on the legacy system.Why consider this option?
Companies spending too much time on claims processing and are looking to move to a portal to fast-track the process.
Stays on Legacy System
Quote Calculations
Quote UI
Document Generation
Policy Management
Billing
Moves to Salesforce Industries
Product Configuration
Policy Data
Claims Entry
Agent Portal
Stays on Legacy System
Policy Management
Billing
Moves to Salesforce Industries
Product Configuration
Quote Calculations
Quote UI
Document Generation
Policy Data
Claims Entry
Agent Portal
Moves to Salesforce Industries
Product Configuration
Quote Calculations
Quote UI
Document Generation
Policy Data
Claims Entry
Agent Portal
Policyholder Portal
Policy Management
Billing
Option 3:
Maintain Complex Rules EngineWhat is the solution?
The quote UI and policy management are in Salesforce with an API to the legacy system to do the calculations for quotes.Why consider this option?
Companies that have a complex rules engine and prefer to keep it on the legacy system or want to wait and move that last because of its complexity.
Stays on Legacy System
Product Configuration Quote Calculations
Policy Data
Policy Management
Claims
Billing
Moves to Salesforce Industries
Product Configuration
Quote UI
Document Generation
Agent Portal
Stays on Legacy System
Product Configuration
Quote Calulations
Billing
Moves to Salesforce Industries
Product Configuration
Policy Data
Claims Entry
Agent Portal
Moves to Salesforce Industries
Product Configuration
Quoting
Document Generation
Policy Data
Claims Entry
Agent Portal
Policyholder Portal
Policy Management
Billing
More Resources
Rebuilding SIF’s Quoting Process for Efficiency and Visibility
SIF is the source of workers’ compensation for Idaho, but its processes hadn’t changed to keep up with the transforming marketplace. Requesting a quote was initiated with a form, which was very time-consuming and offered no visibility. Silverline created a broker-facing portal with automated quoting and underwriting, dramatically advancing SIF’s digital presence.
Read the Success Story
Salesforce Insurance Claims Management Solutions
Claims processes have historically been time-intensive and difficult. With Salesforce insurance claims management solutions, you can provide policyholders with a streamlined claims process — all within the Salesforce platform.
Learn More