Salesforce Digital Insurance Platform

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The Salesforce digital insurance platform runs on the world’s #1 CRM platform, helping insurers and their distribution partners quickly transition into customer-centric digital businesses. Our platform enables end-to-end management of core insurance operations spanning product development, quoting, underwriting, policy administration, claims, and more. Unlike conventional core systems, these lifecycle processes are seamlessly integrated into end-to-end, digital customer journeys powered by the Salesforce Customer 360 platform.

Key Features

1. Customer-Centric — Customer 360 insight-driven product coverage development and personalized policyholder and distributor journeys. 2. Highly Agile - API-driven and highly configurable — supports seamless integration, rapid response, and innovation. 3. Digital OmniChannel - powers automated experiences across portals, apps, chat, and emerging technologies. 4. Cloud-Native - Highly scalable, secure, available, cost-efficient, and automatically enhanced with new functionality 3x per year.

Key Benefits

1. Rapidly innovate and iterate products without code to meet their customers' increasing demand for more tailored coverages 2. Quickly provide customers and those serving them with omnichannel access to products, and seamlessly integrate these transactions into end-to-end customer journeys managed on the Salesforce Customer 360 platform 3. Automate customer and agent journeys with straight-through processing and AI-driven capabilities. Instantly fulfill new business leads and quotes; manage underwriting and claims in real-time; rapidly update policies; and make service frictionless 4. Empower agents and brokers with the data, analytics and digital tools they need to be trusted advisors and offer pro-active personalized service

Product/Service details