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Where do I start with Salesforce for Insurance?

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.

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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.

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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.

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Are you ready to revolutionize your insurance processes? Speak to an expert today.

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