Property & Casualty Insurance | Salesforce Industries

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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Overview

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

Key features

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 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.

Salesforce Industries Property & Casualty Insurance Customers

Unleashing Digital Transformation

with Salesforce Industries

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