Salesforce Customer 360 for Insurance

Transform your business with Salesforce’s Customer 360 for Insurance. The right technology investments and AI innovation will allow insurance companies to cut costs, reduce complexities by consolidating systems, and maximize their ROI.

Salesforce is the world’s #1 AI CRM that empowers insurance businesses with unmatched integration, intelligence, automation capabilities, and open, low-code / no-code applications to help them exceed business goals. Salesforce’s Customer 360 for Insurance enables insurers to increase employee productivity, accelerate time to value, create cost savings, and deepen customer trust with every interaction. Customers achieve these goals with a portfolio of technology and services designed to enable all of your teams — Marketing, Sales, Data, Commerce, Service, and IT.

Increase productivity, drive efficient growth and accelerate time to value with AI-powered, purpose-built insurance solutions.

Lower Costs

Manage customer relationships from one platform, consolidating the number of tools and vendors needed to run your business.

Increase Productivity

Power automation and intelligence across every team to boost productivity and drive collaboration. Focus on highest value activities to optimize productivity.

Grow Efficiently

Leverage apps, real-time data, and insurance-specific solutions to create customer-centric, connected experiences and drive efficient growth.

Innovate

Benefit from an agile, cloud-first approach that delivers rapid innovation, lowers maintenance costs, and enables efficient remote or hybrid work

Data, Service, Sales and Marketing Solutions

Data Driven Digital Engagement

20x more return on investment

Unified customer data in the cloud
Bring together fragmented data from disparate sources to support better business decisions and team performance.

Connect and empower sales, service and marketing
Give sales and service teams data spanning in-force policies, engagement, and claims — powering efficient prospecting and policyholder engagements. Deliver AI-fueled, data-driven marketing with deep segmentation and personalization that drives growth.

Customer-Centric Service

34% higher customer satisfaction

Customer service console
Deliver a single pane of glass with comprehensive views and insights related to policies, claims, coverages, business milestones, and more. Use this data to deliver exceptional customer service and contextualized recommendations for coverage. Use generative AI to create insight driven responses, summaries and knowledge articles.

Automation and self-service
Use guided service interactions to solve complex transactions with a modern user interface and data integration. Access our deep Insurance Process Library containing pre-built workflows based on industry best practices — including ID card requests, product quotes, and First Notice of Loss Claims experiences.
Free up your team to focus on value-added service experiences by empowering customers to self-serve through digital channels.

Distribution Management

31% revenue increase when switching to Salesforce

Sales performance acceleration
Equip your teams with sales tools, AI and automation. Analyze, score, and allocate resources to optimize your distribution partner strategy. Simplify agency management — including insight driven meeting prep and follow ups — with generative and predictive AI.

Thematic mapping
Boost efficiency with intelligent territory planning and route optimization. Visualize data to fuel better decisions, streamline field operations, and optimize territories faster than ever.

Broker onboarding optimization
Make it easy for producers to sign up through an interactive portal while using recommended actions to improve relationships, plan activities, and deliver training. Monitor status from a single dashboard

Captive Agent Desktop

32% Improvement in sales productivity

Connected sales and marketing
Enable efficient, data driven, sales and marketing outreach from one platform. Review, score, and deliver leads via predictive AI. Return high potential but immature leads for further nurturing.

Insight-driven agent outreach
Empower agents with content, resources, and AI tools to automate and drive on-brand customer engagement. Access out-of-the box dashboards to surface insights, manage risk of attrition, and more.

Integrated quoting
Deploy digital quote-to-bind processes and digital experiences for customers, producers, and other internal users directly from your Salesforce desktop.

Underwriting, Claims and Policy Systems Solutions

Automated Underwriting

60% reduction in underwriting time

Underwriter desktop
Consolidate the underwriter’s desktop into a single view with queues, workflow automation, and more. Monitor progress and manage ancillary submissions in real time. Leverage analytics to see business flows by source and underwriting stage.

Digital quote-to-bind
Provide submission access via portal, mobile app, or API, all with dynamic data enrichment. Drive straight-through processing of digital applications, automate referrals, and more with Salesforce’s quoting and policy platform.

Automated Claims

20% reduction in unnecessary inspections

Claims desktop
Give customers, agents, and adjusters real-time omni-channel access to claims info and processes. Enable claims teams to collaborate and deliver next best actions from a single view.
Tools for field claims
Provide field service tools that organize, streamline, and automate workflows of field claims teams. A robust set of objects include work orders, service appointments and much more.

Digital Direct Insurance

20% above target for digital sales

Consumer quoting and claims
Enable consumers to purchase insurance, manage their policies, and submit claims with an end-to-end direct-to-consumer digital insurance solution. Power digital marketing to drive prospect conversion, improve upsell and cross-sell efforts, and strengthen retention.

Core Policy System

End-to-end policy administration
Our complete policy administration management solutions span coverage development, policy rating, quoting, underwriting, issuance, billing and more.

Leverage a highly configurable policy platform that delivers purpose-built insurance functionality to save your business time while driving retention and sales growth.

Benefits Design and Enroll

Census and contract management
Digitally manage and upload census information across business lines and create employer contracts from a valid quote.

Benefits enrollment

Create a modern enrollment experience with rule-based operations to reduce contract cycle times and ensure compliance and accuracy.

Salesforce Clouds to Drive your Business Forward

Financial Services Cloud

Purpose-built industry functionality that includes the capabilities of Sales and Service Cloud to drive efficiency, sales growth, and connected customer engagements, fueled by AI and the Einstein Trust Layer.

Sales
Simplify and manage the entire sales cycle — from prospecting to up-selling and cross-selling. Automate and scale your manual sales processes, inspect your pipelines and forecasts, connect customer touchpoints, and more.

Service
Scale service while maximizing efficiencies from the contact center to the field. Manage critical touchpoints to provide seamless customer experiences including self-service, field service, and omni-channel communications.

Marketing Cloud

Save time, increase efficiency, and meet customers on email, web, social, and mobile. Unified analytics and AI help you get the most out of every dollar of campaign spend. When combined with Sales Cloud and Service Cloud, runs fully integrated lead management campaigns.

Data Cloud

Connect your web, mobile, API, CRM, and real-time data to give your teams a complete picture of your customers. Help teams make every customer touchpoint hyper-personalized and build stronger customer relationships at scale.

Slack

Simplify communication and information sharing across your ecosystem. Increase productivity by connecting your teams, customers, and partners in a digital place that’s fast, flexible, and inclusive for a work-from-anywhere world.

Digital Insurance Platform

Enable end-to-end management of core insurance operations spanning product development, quoting, policy administration, and claims.

Analytics

Real-time analytics and insights into next best actions across full 360 degree views of accounts. Predict prospect likelihood, track operations, monitor business performance to identify at-risk agents, and more.

Muleso

Accelerate innovation at scale for your organization by empowering IT and business teams to innovate faster. All with a unified platform for integration, universal API management, automation, and API ecosystems.

Commerce Cloud

Build simple, seamless business-to-consumer (B2C) and business-to-business (B2B) commerce experiences that help grow revenue, engage customers, and connect commerce to the rest of the business.

Experience Cloud

Quickly create industry-best digital experiences like agency and policyholder portals. Customize every pixel, or use our out-of-the-box templates to create websites with faster time to value.

Platform, Partners & AppExchange

AppExchange is the most trusted enterprise cloud marketplace with more than 7,000 apps and certified consulting organizations. Includes custom apps, change and release management tools, and more. Secure your enterprise with Shield and serve customers locally with Hyperforce.

Unlock the power of Salesforce’s Customer 360

Build cross-cloud insurance solutions with streamlined pricing and packaging.