Wolters Kluwer UK Selects Vlocity Insurance to Deliver Modern Online Customer Experience

Wolters Kluwer UK Selects Vlocity Insurance to Deliver Modern Online Customer Experience.

May 21, 2015 by Vlocity
5 minute read in Insurance
Wolters Kluwer Insurance

May 19, 2015 03:00 ET

Global Information Services Company Enlists Vlocity and Salesforce to Create Unified Online Experience for Specialty Insurance Customers

SAN FRANCISCO, CA--(Marketwired - May 19, 2015) - Vlocity Inc., a leading Industry Cloud software company with deep domain expertise in vertical applications, announced today that it has been selected by the United Kingdom division of global information services company Wolters Kluwer to modernize the online experience for its tax insurance customers.

Vlocity Insurance will be deployed as a managed cloud portal for Wolters Kluwer UK to integrate its front-office customer data with its back-office policy and claims management systems for a more modern, unified customer experience for both its accounting firms and policyholders. Built on Vlocity Insurance and the Salesforce Sales Cloud and Communities Cloud, which are part of the Salesforce Customer Success Platform, the cloud portal will save time and money for claims submissions and policy acquisition while reducing instances of fraud.

"Wolters Kluwer UK required a robust solution tailored to the unique demands of their industry that can be deployed quickly and cost effectively," said Vlocity Managing Director Europe Dominic Dinardo. "Building on the Salesforce Community Cloud and Sales Cloud, we're meeting those needs for Wolters Kluwer UK while delivering a modern and satisfying experience for policyholders that fulfills compliance and accounting requirements."

Wolters Kluwer required a real-time cloud portal for managing tax-related insurance policies to avoid a lag caused by off-line policy purchasing, claim reporting and payment. The new Vlocity Insurance portal will create a seamless, integrated connection between end user policy holders, the accountants selling the policy schemes and the Wolters Kluwer back office environment for faster, more accurate and easier claims submission and renewals. The new portal will serve as a single source of truth to help manage policy sales, policy service, claims, renewals, and pricing between Wolters Kluwer, its base of more than 400 accounting firms, and thousands of policyholders.

"Vlocity Insurance allows us to compete more effectively and at a faster time to value than custom designed or non-industry specific solutions," said Wolters Kluwer UK CTO Kenneth Davis. "With Vlocity Insurance and Salesforce, we can deploy in a quarter of the time we expected, and deliver a deeper set of features and capabilities using a scalable architecture that is simple to upgrade and maintain over time."

Designed by CRM software and insurance industry veterans, Vlocity Insurance provides a complete cloud-based solution built entirely on the Salesforce Customer Success Platform. At Wolters Kluwer, the Vlocity Insurance solution provides:

  • Real-time confirmation of policyholder coverage and claims history;
  • Streamlined claims submission and management across all policy stakeholders;
  • Real-time notification of new policyholder coverage and enhanced policy information. 

"We are thrilled to continue our work with Vlocity to meet the growing demand for industry-specific customer experiences in the cloud," said Miguel Milano, President, EMEA Salesforce. "The combination of Vlocity Industry Cloud Apps with the Salesforce Customer Success Platform enables world-class customer sales and service across any channel and any device."

Vlocity Industry Cloud Apps are modern cloud and mobile software solutions that embed deep industry-specific functionality, best practices and business processes. They are built entirely on the Salesforce Customer Success Platform, and take advantage of the omnichannel capabilities of Salesforce Sales Cloud, Service Cloud, Marketing Cloud, Community Cloud and Analytics Cloud.

Vlocity Insurance is available today on the Salesforce AppExchange. For more information, please contact info@vlocity.com or please visit www.vlocity.com

About Vlocity Insurance
Vlocity Insurance is a modern, enterprise-scale suite of policy, benefit plan, and distribution channel management industry cloud and mobile software. Vlocity Insurance takes advantage of the omnichannel capabilities of Salesforce to enable carriers, agents and brokers to manage client relationships, policy/annuity portfolios, renewals and claims across their clients and producer networks. It is designed for P&C personal lines, P&C commercial lines, individual life and annuities, and employee group benefits. Vlocity is a member of ACORD. Learn more at www.vlocity.com/insurance.