Digital Insurance Solutions
Harmonize core insurance processes with modern digital engagement, unified customer data, and trusted, intelligent automation on a single platform for insurers and Managing General Agents (MGAs).
What can you do with Digital Insurance?
Innovate, deploy and adapt insurance products quickly to capture market opportunities and grow your business. Manage the entire policy lifecycle with ease and efficiency, supported by AI-driven automation with Agentforce.
Quickly build and launch products with Digital Insurance
Accelerate product deployment. Define product classes with inheritance and override capabilities, and apply re-usable dynamic attributes in an intuitive UI.
Design product bundles with an intuitive interface. Easily configure attributes and create relationships between products and groups.
Automate rules application with ease. Configure rules for products, coverages, attributes and underwriting using an advanced rules modeling environment.
Automate rules-based pricing across the policy lifecycle. Leverage flexible tools and rating algorithms, configure product-specific procedures, and run pricing simulations.
Manage the end-to-end policy lifecycle with Policy Administration
Manage omnichannel quote-to-bind experiences, with quote versioning, dynamic repricing, rules-driven referrals and straight-through processing.
Easily handle policy actions, such as changes, cancellations, and automated renewals in real time with prebuilt services optimized for performance and volume.
Design re-usable tax and fee calculations for quoting and policy management. Apply calculations to any level in the product hierarchy.
Reduce hold time by summarizing key policy and quote details for faster, accurate quotes.
Manage the entire claims lifecycle on a modern platform with Claims Management
Help customers report claims quickly and easily with guided digital experiences that capture the right information from the start. Prebuilt intake supports peril-specific details, dynamic data enrichment, and seamless party management.
Easily manage the claims process with automated workflows and a complete view of a claim's history. The system intelligently links claims to policy terms and tracks coverage usage, ensuring accuracy and efficiency.
Get a complete financial overview of every claim with a comprehensive solution that helps you manage reserves and track payments in real time. Approval processes for payments ensure every transaction is accurate and compliant.
Automate quoting, enrollment, and renewals end-to-end with Group Benefits
Manage and update member information and their plan selections within each plan category.
Generate quotes with configurable product rules and pricing. Issue accurate contracts directly from finalized quotes with flexible attributes.
Create accounts to track insurance policies. Calculate premiums to determine contributions. Manage individual and bulk enrollments for seamless processing.
Extend the power of Digital Insurance with these related products.
Policy Administration
Manage the policy lifecycle spanning quoting, issuance, endorsements, billing, renewals, and commissions.
Claims Management
Manage claims lifecycles across intake, adjudication, reserves, and payment.
Group Benefits
Automate your entire group benefits value chain on a single platform for faster speed to market.
Agentforce
Fuel efficiency and drive superior customer service 24/7 with Agentforce.
Data Cloud
Activate all your customer data across Salesforce applications.
Financial Services Cloud for Insurance Brokers
Get a complete view of the customer across producers and account managers.
Digital Insurance Pricing
Find the digital insurance product for your business needs.
Digital Insurance
Enable all core insurance operations from a customer-centric platform.
$
180,000
USD/Org/Year
(Billed annually)
- Coverage and Insured Item Management
- Rate and Calculation Management
- Configuration and Workflow Rule Management
Policy Administration
Manage the entire policy lifecycle on a unified, digital-first insurance platform.
$75,000 USD/Per $5 million GWP
- Everything in Policy Administration - Quoting, plus Process Policy Transactions
- Configure Policy Quotes
- Automate Policy Workflows
Claims Management
Manage claims lifecycles across intake, adjudication, reserves, and payment.
$50,000/Per 50K Claims Management Credits
- Guided digital experiences for claims intake
- Automated workflows for claims adjudication
- A complete overview of claims financials and payments
Group Benefits
Automate your entire group benefits value chain on a single platform for faster speed to market.
$60,000/Per 3M Group Benefits Credits
- Easy Census Management for Scalable Enrollment
- Accurate Quotes with Advance Rating Rules for Groups of Any Size
- Efficient Bulk Enrollment for Large Groups
Contact a sales representative for detailed pricing information.
Learn new skills with free, guided learning on Trailhead.
Hit the ground running with Digital Insurance tips, tricks, and best practices.
Ready to take the next step with the world’s #1 AI CRM for Financial Services?
Start your trial.
Try Financial Services Cloud free for 30 days. No credit card. No installations.
Talk to an expert.
Tell us a bit more so the right person can reach out faster.
Watch a demo.
Learn how Salesforce for financial services empowers customers' financial success.
Digital Insurance FAQ
Digital Insurance is a unified digital platform designed to deliver modern engagement experiences. It helps insurance carriers manage the entire policy lifecycle with ease and efficiency, powered by AI, data, and CRM.
Digital Insurance helps insurers and MGAs modernize operations by unifying systems and automating processes, enabling quick product launches. It enhances policyholder experiences with AI-driven automation and Agentforce, making processes more efficient and personalized.
Talk to your Salesforce account team or consultant to learn more about Salesforce Digital Insurance.
Choose the digital insurance software that's right for you by evaluating the individual needs of your business. Digital Insurance helps you launch products quickly to grow your business. It lets you manage the entire policy lifecycle with ease and efficiency on a single unified platform.
