Life & Annuities | Vlocity

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


Captive or independent agents can manage and grow their book business easily from the office or the field. View customer history and intelligent profiles, launch campaigns, recommend products and riders, quote and bind new policies, and provide customer service from a single platform on a desktop, tablet or smartphone.

Eliminate friction with brokers by providing a seamless platform for conducting business with you. View consolidated client data in one place and easily manage outstanding quotes, in-process applications, and upcoming renewal opportunities. Generate a quote and bind a new policy in minutes from any device, and provide ongoing service to clients.

Give your customers the ability to self-serve from any device, any time of day. Access a 360-degree account view and easily launch transactions like getting a quote, adding a beneficiary, requesting a loan, or changing an address.

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.

Provide your underwriters with a holistic account view and the ability to review medical data, make adjustments, approve exceptions, and add exclusions as part of a seamless workflow.

Vlocity Life & Annuities Customers

Unleashing Digital Transformation

with Vlocity and Salesforce

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