Salesforce Insurance Billing
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Salesforce offers a cloud-based billing and payments solution that seamlessly integrates with the customer journey – from guided billing setup to statement generation, premium payments, policy modifications, renewals and cancellations. Automating grace periods and policy lapses streamlines operations and improves the customer experience.
- Salesforce OmniScript for guided billing and account set-up
- Policy lifecycle payment transactions, including one-time and scheduled payments
- Payment posting and integration with payment gateways
- Statement generation and integration with print servers
- Batch processes for grace periods and policy lapses
- Integration of billing processes into end-to-end customer journeys
- Code-free set-up and management provides speed to value and minimal technical debt
- 100% cloud-based and lower TCO than traditional billing and payment systems