The world’s top insurers and brokers choose smart innovation

Salesforce insurance industry solutions and the Salesforce Platform are helping streamline processes and better manage relationships with customers, brokers, and agents.

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The people at
understood exactly what we
were trying to achieve.
Broker Development Manager
Allianz Commercial

Salesforce for Insurance

Insurance carriers and intermediaries are navigating difficult market conditions. Fortunately, smart technology choices can help them adapt and increase agility. Leaders like Allianz, Aon, and USAA are using to transform their businesses in the cloud. Salesforce insurance industry solutions and the platform are helping streamline processes and better manage their relationships with customers, brokers, and agents.

Run your business in the cloud's pioneering cloud computing solutions for insurance make it easy to run your business and build powerful custom apps, all without software, hardware, or the up-front investments and long implementations of traditional on-premises software. That lets you focus valuable resources on your core business.

Make the most of your distribution channel

Salesforce helps carriers build closer relationships with agents and brokers. Integrated CRM and Web portals foster real-time collaboration and allow you to better service your distribution partners. That makes you easier to work with so they bring more business your way.

Win more business and improve retention

Streamline sales processes to take customers from inquiry to policy and guarantee every renewal. Salesforce gives sales reps, brokers, and agents complete insight into customer needs. The result: capture cross-sell opportunities and make them customers for life.

Integrate and innovate easily with the platform

One of the most powerful advantages of the platform is the simplicity it brings to integration with back-office systems like underwriting and billing, as well as third-party tools. All business-critical information can be right at your fingertips anywhere, anytime.

And as your business needs evolve, the cloud platform provides ultimate flexibility to customize your system or quickly build new custom applications. Prefer not to start from scratch? Check the hundreds of solutions in the AppExchange, where you'll find everything you need to manage your business without adding any hardware or software.

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