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 Health provides digital, rule-based workflows for internal sales reps and producers to easily select plans that meet customer needs. There’s conditional documentation capture throughout the quote process to minimize downstream data errors and missing information that impact contract cycle times.

Vlocity Health equips underwriters with full automation to accelerate their turnaround on even the most complex quotes, ensuring accuracy and compliance along the way. You have conditional rules, configurable workflows, and approval processes that easily issue rate changes and adjustments in real time based on user inputs and calculate factors from external systems.

Vlocity Health enables scheduled batch jobs to scan insurance policies that come up for renewal so that you can proactively retain customers. Then, provide customers a guided experience to navigate renewal options based on previous year’s contracted benefits.

Vlocity Delivers Latest Release

Integrated with Salesforce Health Cloud

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