Group Insurance

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

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Overview

The Vlocity Insurance platform supports the complex needs of Group Insurance, from quoting and enrollment to guided, omnichannel service transactions with little to no code required.

  • Dynamic Quoting and Shopping Experiences
  • Member and Dependent Enrollment
  • Simplified Group Onboarding
  • Guided Service Transactions
  • Full Lifecycle Broker Management

Key Features

  • Census Intake and Tiering
  • Product Catalog
  • Product Comparison
  • Member Quoting
  • Group Plan Design
  • Group On-Boarding and Installation
  • Member and Dependent Enrollment
  • Self-Shop Community
  • Document Management
  • Business Intelligence
  • Full Lifecycle Broker Management
  • Guided Service Transactions
  • Seamless CRM and 3rd-Party Integration

Benefits

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. Business Intelligence provides real-time monitoring of the process so application exceptions can be handled quickly and without disruption.

Provide full lifecycle broker management with the Vlocity Data Model and Sales Management Relationship Graph. Allow brokers to generate quotes in real-time from any device. Extend your channel sales and agent management with our Broker Community.

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. Algorithm-driven offers and content can turn service calls into sales opportunities.

Vlocity Group Insurance Customers

Unleashing Digital Transformation

with Vlocity and Salesforce

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