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Quote business, issue & service policies and manage claims from anywhere.
Quote business, issue & service policies and manage claims from anywhere.Download eBook
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Quote business, issue and service policiesand manage claims from anywhere.Request a Demo
Run Your Insurance Business on the Salesforce CloudDownload eBook
Azur Underwriting, the London-based MGA for AIG’s private client business, uses Salesforce Industries Insurance built natively on Salesforce to quickly configure, rate and quote policies for its network of broker customers.Watch Video
Download the new industry guidebook from Salesforce Industries.Download Guide
Despite the excitement for innovation in the industry today, many insurance carriers struggle to deliver on even basic digital experiences, with legacy applications posing the most common obstacle to digital transformation. Designed to work with Salesforce Financial Services Cloud, Salesforce Industries Insurance is a digital platform that allows insurers to overcome legacy constraints and transform their businesses for the modern age.
The digital insurance platform accelerates digital transformation by enabling carriers and MGAs to run their core insurance processes on Salesforce. Microservices cloud architecture powers quoting, policy administration, claims management, service, and billing which can be deployed to brokers, agents, policyholders and service representatives. Designed for Property and Casualty, Life and Annuities, and Employee Benefits lines of business, Salesforce Industries enables speed-to-market and customer-centric experiences through straight-through processing and a digital-first approach – all without code.
Salesforce Industries Insurance brings the entire policy lifecycle to the Cloud – from the quote to bind process to transactional service, claims, and renewals. The Salesforce Industries Process Library provides dozens of pre-configured transactions that you can download, or you can design your own through Salesforce Industries’ drag-and-drop tooling.
Salesforce Industries Insurance offers six optimized applications out-of-the-box, each of which can be customized with your own branding. Applications include:
The speed and depth of Salesforce Industries Insurance comes from easy-to-administer middle and back-office engines, providing services that run in the Cloud and can be managed by business people with no code.
Salesforce Industries Insurance provides dozens of insurance-specific objects, all 100% additive to Salesforce objects. Claims, Insured Items, Coverages, Policy Transactions and more are pre-configured yet easily extensible through Salesforce administrative screens. For data that resides outside Salesforce, Salesforce Industries provides a series of Integration tools to easily connect to REST and SOAP endpoints.
We put our Customers first and make them wildly successful with our industry cloud apps and mobile apps. Learn more about how our Customers are benefiting from Salesforce Industries-driven digital transformation.
Deliver omnichannel experiences across the lifecycle – from quote to service to dynamic FNOL experiences.Learn More
Give your producers and customers tools to compare products, get an instant quote, complete an application, or change a beneficiary from any device.Learn More
Digitize rating, onboarding, and enrollment and bring new products to market quickly.Learn More
Enable comprehensive claims management in the cloud - from first notice of loss to auto-adjudication, reserve management and a range of claims transactions.Learn More
Streamline transactions across systems to enable fast, intelligent service.Learn More
Salesforce Industries Insurance supports multiple insurance lines of business via industry standard processes.
“Vlocity and Salesforce are huge enablers for us. The eco-system is very rich... and you get advances in AI and machine learning and the Internet of Things - what a great place to start from because everybody in the world is going to want to connect to this eco-system.”
"Vlocity Insurance will help our sales teams serve clients more effectively and better secure their financial future in a fully digital world."
"Usually you get teams that are either smart or are helpful. Vlocity has both. The support, the community and the help that they provide is amazing. They bring their experience not only from the Insurance industry but other industries as well."
"Deploying Vlocity Insurance alongside our Salesforce installation allows ABD to meet our long-term company goals for productivity and revenue while serving as the best customer service advocates possible for our clients."
“Vlocity will enable us to accelerate our digital transformation and ensure we have the agility to grow our business and innovate new products and experiences.”
“Vlocity has created industry-specific cloud software that offers compelling value for our clients… in a way that transforms customer engagement, sales and service.”
"The partnership between Vlocity and Salesforce provides agility and insurance industry depth to customer interactions."
Salesforce Industries Insurance can play a central role in your digital transformation, enabling you to rapidly build a vision, experience near-team success, and progressively build over time. The Salesforce Industries plan entails not just deployment of technology, but development of digital skills and an agile culture.
Answering some preliminary questions can help establish your digital readiness and build a case for the need for change. These questions uncover digital deficiencies that Salesforce Industries Insurance can quickly solve. For example:
In the span of 2-5 months, Salesforce Industries Insurance can be deployed into production for a small set of products in one or more channels. This rapid approach not only demonstrates the capabilities of the software, but also trains your team on its capabilities including:
Following the Empowerment phase, your team will be able to measure the impact of the initial implementation and plan for broader transformation across the enterprise. Digital transformation programs gain momentum through consistent, periodic releases, with each phase leveraging learnings of the prior. Salesforce Industries recommends releases every 6-12 weeks and supports the gradual reduction of legacy systems over time.
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