New York Life Selects Vlocity and Salesforce to Enrich Client Relationships and Improve Insurance Agent Effectiveness

America’s Largest Mutual Life Insurance Company Deploys Vlocity Insurance and Salesforce to Further Strengthen Agent-Customer Relationships.

Dec 15, 2016 by Vlocity
3 minute read in Insurance
New York Life Selects Vlocity

New York and San Francisco – Dec. 14, 2016 – Vlocity Inc., a leading industry cloud company, today announced that New York Life, the largest mutual life insurance company in the United States and an investor in Vlocity, has selected Vlocity Insurance to improve its client management processes, agent-customer relationships and agent enablement. New York Life agents will be able to leverage industry cloud apps and mobile software from Vlocity and Salesforce.

Vlocity Insurance apps digitally enable the experience of buying and selling insurance. The Vlocity Insurance solution, built on Salesforce, the world’s #1 customer success platform, provides policy acquisition and lifecycle management tools that agents can share with consumers in a collaborative manner, offering a powerful, unique experience that helps build strong agent-customer relationships.

“Leveraging technology to improve how our agents serve their clients is a key priority at New York Life,” said John Kim, President and Chief Investment Officer for New York Life. “We expect that Vlocity’s tools and capabilities will help us grow our sales while enhancing the level of service we provide.”

Vlocity’s industry cloud platform shortens the selling cycle and gives agents access to:

  • Best-of-breed cloud and mobile technology, including Vlocity Insurance on agent desktops;
  • Vlocity’s Mobile Insurance advisor software that allows agents to review customer relationships, prepare for meetings and log comments from iOS and Android mobile devices; and,
  • Guided and industry-specific sales and service processes that enable agents to deliver value and advice to clients in real-time, via more collaboration, focused on client needs.

Vlocity industry cloud apps are modern cloud and mobile software that embed industry-specific functionality, best practices and business processes. Built in partnership with Salesforce, the world's #1 CRM company, Vlocity industry cloud apps leverage the capabilities of the Salesforce Customer Success Platform to enable companies to achieve faster business agility and time-to-value from the cloud.

“We are proud that New York Life selected Vlocity to deliver solutions that better serve agents and customers,” said Vlocity CEO and Founder David Schmaier. “We look forward to the positive strategic impacts and business benefits that the partnership promises to deliver to the organization.”

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