Vlocity Insurance brings the entire policy lifecycle to the Cloud - from the quote to bind process to transactional service, claims, and renewals. The Vlocity Process Library provides dozens of pre-configured transactions that you can download, or you can design your own through Vlocity’s drag-and-drop tooling.

Vlocity Insurance offers six optimized applications out-of-the-box, each of which can be customized with your own branding. Applications include:

• Producer portals (Salesforce Lightning Experience)
• Policyholder and Broker portals
• Consumer and Producer mobile applications (iOS and Android)
• Contact Center consoles (Salesforce Lightning Experience)

The speed and depth of Vlocity Insurance comes from easy-to-administer middle and back office engines, providing services that run in the Cloud and can be managed by business people with no code.

• Product set-up, including coverage terms and insured item facts
• Rules for policy configuration, underwriting and claim adjudication
• Rating algorithms, including matrix look-ups and calculations
• Dynamic document generation and forms management
• Open connectors for real-time AI integration

Vlocity Insurance provides dozens of insurance-specific objects, all 100% additive to Salesforce objects. Claims, Insured Items, Coverages, Policy Transactions and more are pre-configured yet easily extensible through Salesforce administrative screens. For data that resides outside Salesforce, Vlocity provides a series of Integration tools to easily connect to REST and SOAP endpoints.