Multiline Marketplace and Sales Automation

Convert and retain with a modern marketplace that’s directly integrated with automated underwriting and renewals.

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The Vlocity Health platform enables you to digitize all marketing, sales, and renewal processes for all business lines and product categories in the cloud. Our industry-specific solutions are 100% native and additive to Salesforce and we also provide an open integration framework to integrate 3rd-party systems. This way, you have a single platform to manage the entire sales lifecycle with ease.

Key Features

  • Relationship marketing for in-depth profiling and visualization of account, contacts, and groups
  • Sales benefit designer to configure plans and link them to structure, classes, and contributions
  • Census management with a simple average entry or detailed file upload for high-volume processing
  • Guided underwriting workflows to review submissions, adjust pricing and coverage, validate compliance, generate correspondence, and approve quotes
  • Quote generation in a branded template with option to view, print, or email
  • Elegant digital portals for external producers and customers to shop, compare, and quote plans
  • Renewal automation with bulk batch and an alternative shopping engine for customers to select updated plans for the new year

Vlocity Delivers Latest Release

Integrated with Salesforce Health Cloud

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