Vlocity Agent Portal

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The Vlocity agent portal provides seamless omnichannel sales and service experiences for agents and brokers to manage and grow their business. From guided needs assessment flows and real-time quoting to service and claims transactions, producers have everything they need to serve their clients at their fingertips. Built on the Salesforce platform, Vlocity portals also include comprehensive customer 360 views, intelligent offers and advice based on Vlocity's profile-driven algorithm, and performance dashboards to monitor key business metrics.

Key Features

  • Guided sales, service, and policy administration transactions, including quote-to-bind, account management transactions, policy endorsements, and First Notice of Loss.
  • Integration with Vlocity Underwriting Portal
  • Customer-centric view including a graphical view of policy details, customer history feed, and growth opportunities
  • Vlocity campaigns for efficient agent-led call lists and mass emails
  • Document generation
  • Omnichannel experiences across mobile, tablet and desktop

Key Benefits

  • Agile, code-free platform enables innovation and fast time to market
  • 100% integration with Salesforce enables tight integrations with the customer journey
  • Supports all product lines including P&C Personal and Commercial lines, Specialty lines, Life & Annuities, Health Insurance and Group Benefits
  • Vlocity integration tools enable no or low code integration with external systems
  • 3x annual product releases ensure ongoing innovation



Product/Service details