     Insurance | Salesforce Industries

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Join the fastest path to innovation for Insurance CompaniesSalesforce Industries Summit

Optimize sales performance and strengthen customer relationships.

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AZUR – The Digital Native MGATransforming Business with Salesforce Industries

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.

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Driving to Simple in InsuranceEnabling Agility and Speed Through Digital Transformation

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Unleashing Digital Transformation

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.

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The digital insurance platform

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.

Complete Policy Lifecycle

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.

True Omnichannel Delivery

Salesforce Industries Insurance offers six optimized applications out-of-the-box, each of which can be customized with your own branding. Applications include:

Agile Middle and Back Office

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.

Data & Integration

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.

Salesforce Industries Insurance customers

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.

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Azur Insurance Underwriting Webinar

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Salesforce Industries insurance solutions

Property & Casualty Insurance

Deliver omnichannel experiences across the lifecycle – from quote to service to dynamic FNOL experiences.

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Life Insurance & Annuities

Give your producers and customers tools to compare products, get an instant quote, complete an application, or change a beneficiary from any device.

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Group Insurance

Digitize rating, onboarding, and enrollment and bring new products to market quickly.

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Claims

Enable comprehensive claims management in the cloud - from first notice of loss to auto-adjudication, reserve management and a range of claims transactions.

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Service Contact Centers

Streamline transactions across systems to enable fast, intelligent service.

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Testimonials

Salesforce Industries Insurance supports multiple insurance lines of business via industry standard processes.

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Salesforce Industries digital transformation plan

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.

Digital Reality Check

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:

Can you deliver a quote online in real-time?
Can your producers and policyholders do business on their Smartphones?
Are transactions consistent across channels?
How long, and how much does it cost, to introduce a new product?

Digital Empowerment

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:

Product, Rules and Rating Set-Up
Digital Experience Design and Implementation
Integration Configuration, including Transformations
Policy Transaction Set-Up

Digital Transformation

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.

Salesforce Industries is the thought leader in insurance solutions

Newsweek Vantage Survey

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DIA Top 100

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Insurance Innovation Reporter

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Ask the Experts

Vlocity’s team of industry experts brings decades of experience delivering customer relationship management systems for global companies. We are happy to answer any questions you might have. Please reach out to our experts via the forms below.