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Salesforce enables insurers to become agentic enterprises - helping carriers and MGAs unlock siloed data, grow efficiently, and deepen policyholder trust with Agentforce 360. Manage core sales, service, marketing, product development, quoting, and claims from one deeply unified property and casualty insurance software platform.
Insurers around the world are driving efficient growth with Salesforce.
Learn how Cumberland Mutual used Financial Services Cloud and Agentforce to simplify claims, personalise service, and boost productivity.
Automate insurance underwriting.
Leverage a single, comprehensive and connected platform that lets you streamline the underwriting process, boost productivity, make enriched data-driven risk decisions and become your brokers’ preferred partner.
How it works:
Empower brokers and agents with digital submission access via portal, mobile app or API, all with dynamic data enrichment to minimise user input.
Drive straight-through processing of digital applications, automate referrals and give underwriters a workstation to accelerate their work.
Consolidate the underwriter’s desktop in a single application with queues, workflow automation, quote configuration, document review and generation and premium rates.
Use graphic-rich reports to see business flows by source and underwriting stage. Leverage 360-degree broker views and deep portfolio analytics in decisions.
Build your insurance underwriting automation solution with these Salesforce products:
Financial Services Cloud
Unify customer experiences across channels, geographies and both consumer and commercial lines of business.
Digital Insurance
Deliver real-time digital quoting, end-to-end policy management, product and rating management, claims management, and group benefits management.
Insurance Product Administration
Deliver real-time digital quoting, end-to-end policy management and product and rating management.
Tableau
Boost productivity and decision-making with the world’s leading AI-powered analytics platform.
Slack
Bring together the right people, information and tools to drive business.
MuleSoft Anypoint Platform
Integrate data from any services system to deliver critical, time-sensitive data - all with a single platform for APIs and integrations.
Optimise insurance distribution management.
Equip your teams with tools to view and manage distribution partners and automate workflows. Drive profitable growth by empowering producers with trusted data and AI.
How it works:
Analyse, score, and allocate resources to optimise your distribution partner strategy in a single view. Simplify agency management — including AI-generated recaps to assist with meeting prep and follow-ups.
Boost efficiency with intelligent territory planning and route optimisation. Visualise data to fuel better decisions, streamline field operations, and optimise territories faster than ever.
Make it easy for producers to sign up through an interactive portal. Use recommended actions to improve relationships, plan activities, and deliver training resources. Easily monitor status from a single dashboard.
Build your insurance distribution management solution with these Salesforce products:
Financial Services Cloud
Unify customer experiences across channels, geographies and both consumer and commercial lines of business.
Marketing Cloud
Personalise customer experiences and optimise each campaign with data-first solutions for any channel and device.
Intelligence for Financial Services Cloud
Help your entire team find important answers and start making data-driven decisions.
Slack
Bring together the right people, information and tools to drive business.
MuleSoft Anypoint Platform
Integrate data from any services system to deliver critical, time-sensitive data - all with a single platform for APIs and integrations.
Process Compliance Navigator
Stay ahead of evolving regulations with an intelligent platform built for financial services.
Digitise Core Insurance Operations
Harmonise 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).
How it works:
Accelerate product deployment. Define product classes with inheritance and override capabilities, and apply re-usable dynamic attributes in an intuitive UI.
Easily handle policy actions, such as changes, cancellations, and automated renewals in real time with prebuilt services optimised for performance and volume.
Use Agentforce to slash hold times with instant policy and quote summaries that speed up accurate quoting.
Build your insurance digital management solution with these Salesforce products:
Policy Administration
Manage the policy lifecycle spanning quoting, issuance, endorsements, billing, renewals and commissions.
Case Management
Manage claims lifecycles across intake, adjudication, reserves and payment.
Agentforce for Financial Services
Fuel efficiency and drive superior customer service 24/7 with Agentforce.
Data 360
Activate all your customer data across Salesforce applications.
Financial Services Cloud for Insurance Brokerages
Get a complete view of the customer across producers and account managers.
Process Compliance Navigator
Stay ahead of evolving regulations with an intelligent platform built for financial services.
Automate insurance claims.
Exceed policyholder expectations by providing fast, transparent and personalised claim management experiences. Manage the entire claims lifecycle, including First Notice of Loss intake through adjudication, reserve management, payment and more.
How it works:
Deliver highly configurable, omni-channel claim intake available via web, smartphone, contact centre and chat.
Automate claims workflows and easily surface all claims activities in a single view. Invoke rules to advance a claim through defined states. Tie actions to state transitions, such as logging, integration, notifications and more.
Empower adjusters with access to a 360-degree view of every policyholder that allows you to deliver seamless and personalised digital claims experiences.
Deploy an end-to-end solution or integrate digital capabilities with your existing core claims system.
Build your insurance automation solution with these Salesforce products:
Financial Services Cloud
Unify customer experiences across channels, geographies and both consumer and commercial lines of business.
Digital Insurance
Deliver real-time digital quoting, end-to-end policy management, product and rating management, claims management, and group benefits management.
Service Cloud
Automate financial transactions and processes and streamline workflows that drive customer satisfaction.
Intelligence for Financial Services Cloud
Help your entire team find important answers and start making data-driven decisions.
MuleSoft Anypoint Platform
Integrate data from any services system to deliver critical, time-sensitive data - all with a single platform for APIs and integrations.
Insurance Claims Management
Manage claims lifecycles across intake, adjudication, reserves and payment.
Empower insurance producers on one platform.
Drive profitable growth by improving the producer experience. Use out-of-the-box dashboards that help surface actionable insights, manage attrition, and increase revenue.
How it works:
Equip agents and producers with an AI-infused, centralised solution that puts policyholders at the centre of every interaction. Reduce manual tasks while identifying and converting more leads in less time with Agentforce.
Surface actionable insights, manage attrition, and drive growth with the assistance of agents grounded in policyholder data.
Unlock agentic productivity by helping producers and agents save time on client meeting prep, logistics, and follow-ups with AI. Autonomously deliver personalised communications at scale with grounding and prompts.
Build your insurance producer desktop solution with these Salesforce products:
Financial Services Cloud
Unify customer experiences across channels, geographies and both consumer and commercial lines of business.
Agentforce for Financial Services
Fuel efficiency and drive superior customer service 24/7 with Agentforce.
Tableau
Boost productivity and decision-making with the world’s leading AI-powered analytics platform.
MuleSoft Anypoint Platform
Integrate data from any services system to deliver critical, time-sensitive data - all with a single platform for APIs and integrations.
Slack
Bring together the right people, information and tools to drive business.
Data 360
Activate all your customer data across Salesforce applications.
Process Compliance Navigator
Stay ahead of evolving regulations with an intelligent platform built for financial services.
Scale service for property and casualty.
Scale your contact centre operations and empower policyholders with omni-channel self-service options. Leverage trusted data and AI to gain insights and save agents time — freeing resources for more complex cases or higher-value tasks.
How it works:
- Delight policyholders with self-service. Empower customers with smart solutions, reduce inbound calls, capture digital interactions and improve operational efficiency.
- Drive agent efficiency. Increase agent/rep productivity by auto-generating responses, providing conversation insights, summaries and knowledge articles - all through a “single pane of glass.” Personalise customer support by integrating chat bots to find and answer specific information.
- Enable client swarming. Accelerate case resolution by collaborating with experts to resolve issues and ensure satisfaction.
- Generate better insights. Access dashboards and generated narratives that show the impact of carrier and agency interactions, rate activity, claims and underwriting.
Build your service solution with these Salesforce products:
Financial Services Cloud
Unify customer experiences across channels, geographies and both consumer and commercial lines of business.
Service Cloud
Automate financial transactions and processes and streamline workflows that drive customer satisfaction.
MuleSoft Anypoint Platform
Integrate data from any services system to deliver critical, time-sensitive data - all with a single platform for APIs and integrations.
Slack
Bring together the right people, information and tools to drive business.
Process Compliance Navigator
Stay ahead of evolving regulations with an intelligent platform built for financial services.
We’re accelerating our digital transformation with Salesforce as one of the partners that will help us implement AI across our entire business, including DevOps, support, sales, and underwriting.
Shohreh AbediEVP, Chief Operations Technology Officer and Member Experience, AAA
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Property and Casualty FAQs
Salesforce is the world’s #1 AI customer relationship management platform. Salesforce’s Customer 360 approach for insurance empowers insurers and their distribution partners to manage all core operations - front, middle and back office - from one system.
Salesforce has an open API architecture that integrates with other property and casualty insurance software. Salesforce is enabled with purpose-built solutions for processes from product modelling to policy and claims management. Harmonise data from multiple systems and gain insights for growth.
Contact centres face challenges with siloed systems, making CSRs navigate multiple platforms. Salesforce, an open platform, integrates with core policy and claims systems. AI capabilities like Agentforce enable CSRs to anticipate customer needs, keep policyholders informed, and reduce call volumes.
Property and casualty insurance software is a specialised solution that assists insurers in managing policies, claims, underwriting and other property and casualty insurance coverage processes. Using insurtech, Salesforce enables insurers to increase employee productivity and deepen policyholder trust.
Property and casualty insurance software is crucial for insurers, optimising policy management, claims processing, underwriting and overall operational efficiency. It enhances accuracy, compliance and customer satisfaction in the insurance industry.
Property and casualty insurance software streamlines policy administration, claims processing and underwriting, enhancing efficiency, reducing errors, ensuring compliance and improving overall operational effectiveness and customer satisfaction.
Select the ideal property and casualty insurance software by assessing your needs, considering scalability, integration capabilities, user-friendliness and compliance features and ensuring alignment with your business objectives and goals.
