Group Insurance | Salesforce Industries

Group Insurance

Support the complex needs of Group Insurance, from quoting and enrollment to guided, omnichannel service transactions

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The Salesforce Industries Insurance platform supports the complex needs of all types of worksite benefits, from quoting and enrollment to guided, omnichannel service transactions with little to no code required.

Key Features

Provide a hassle-free way to manage group insurance onboarding with our Group Set-Up Module. Utilize a single product repository and rating engine to reduce costs and simplify administrative burdens.

Make shopping frictionless and application management transparent across all lines of business. Users can navigate the complex plan options you configure using guided decision flows.

Provide full lifecycle broker management with the Salesforce Industries Data Model and Sales Management Relationship Graph. Allow brokers to generate quotes in real-time from any device.

Reduce call handle times and train new agents quickly with guided, digital service transactions. Integrate disparate systems into seamless workflows, and tailor data and actions by caller type.

Salesforce Industries Group Insurance Customers

Unleashing Digital Transformation

with Vlocity and Salesforce

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