Financial Services Cloud for Insurance

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Salesforce, the global CRM leader, empowers companies of every size and industry to digitally transform and create a 360° view of their customers. For more information about Salesforce (NYSE: CRM), visit:

Key Features

Financial Services Cloud for Insurance lets you effectively manage claims and policies, ensure customer satisfaction, and grow your business. Track product performance based on key metrics for policies, quotes, and commissions. Gain insights into claims performance and financial performance to effectively manage expenses and reserves, and write policies that help boost your revenue. More info here: and

Key Benefits

Provides a unified platform to drive digital transformation, streamline operations, and deliver personalized experiences
Data models, consoles and customer experiences to help Insurers pivot from siloed to customer-centric, relationship-driven sales, marketing and retention.
Delivers value across the entire insurance value chain - front to middle to back office processes.
Help Insurance companies grow revenue with faster product innovations & launches
Enables Modern and efficient business processes across front and back office
Reduces Cost and Increases Operational Efficiency through process automation
Delivers Personalized engagement across modern digital channels
Simplifies engagement with brokers and distribution partners
Advanced data and AI capabilities (including GenAI) to proactively identify insights and recommend actions.
Significant partner ecosystem with partner applications and connectors built on the Salesforce platform.
Cloud-based, agile technology stack with seamless 3x/year upgrade process.
Leading integration platform that can be used with Salesforce products or independently.