Property & Casualty Insurance | Vlocity

Property & Casualty Insurance

Run an insurance business in the cloud with portals, policy administration and claims management on Salesforce. Orchestrate seamless customer journeys with customer-centric experiences for both personal and commercial lines – from quote through issue, service and renewal.

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

  • Seamless quote-to-bind experiences
  • Guided service and policy lifecycle transactions
  • End-to-end claims management
  • Intelligent offers and profiles
  • Portals for every channel

Key Features

  • Rapid Product Innovation
  • Code-Free Rating Engine
  • Straight-Through Processing
  • Automated or Referral-Based Underwriting
  • Intelligent Offers
  • Seamless Document Generation
  • Guided Service Transactions
  • Billing & Payments
  • Comprehensive Policy Lifecycle Transactions
  • Peril-Driven Claims Adjudication
  • Reserve Management and Claims Transactions
  • Sales Tools and Dashboards
  • 360-degree Account Views
  • Seamless CRM and 3rd-Party Integration


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 a single 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 an endorsement, or submitting a claim.

Let your claims adjusters manage all expense activity and financial transactions in a single portal. Easily set up claims line items by category with associated coverages, payees, inputs, and approval/denial reason codes. View in-process claims, trailing document status, and activity history and manage expenses, losses, and reserves through a Financial Summary dashboard. Upload documents through a drag and drop interface and receive alerts and reminders for outstanding requirements.

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 manage adjustments and documents and streamline underwriting workflows in one place.

Vlocity Property & Casualty Insurance Customers

Unleashing Digital Transformation

with Vlocity and Salesforce

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