Life Insurance & Annuities

Accelerate policyholder acquisition with intelligent fact-finding, quotations, applications and underwriting processes. Deliver guided service transactions with simplicity – in the contact center, on the web, on the agents desktop and on mobile devices.

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The Vlocity Insurance platform allows business and IT teams alike to create guided, omnichannel experiences across the Life and Annuity customer journey with little to no code.

  • Seamless quote-to-bind experiences
  • Guided service transactions
  • Intelligent offers and profiles
  • Portals for every channel

Key Features

  • Fact Finding Tools
  • Product Recommendation Tools
  • Fast, Cloud-Based Rating
  • Electronic Applications
  • Dynamic Whole Life Illustrations
  • Automated or Referral-Based Underwriting
  • Seamless Document Generation
  • Guided Service Transactions
  • Simple Death Claims
  • Sales Tools and Dashboards
  • Intelligent Offers and Profiles
  • 360-degree Account Views
  • Seamless CRM and 3rd-Party Integration

Vlocity Life & Annuities Customers

Unleashing Digital Transformation

with Vlocity and Salesforce

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