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.

Key Features

  • 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

Key Benefits

  • 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