Make customers the focus of every insurance experience.
Put members at the center of every healthcare experience.
Automated Underwriting
Next Generation Insurance
Digital Insurance Platform
Insurance Product Administration
Policy Administration
Claims Management
Quote, Rate, and Apply
Service Contact Centres
Group Insurance
Connect insurers and policyholders with Financial Services Cloud.
Discover how Pacific Life enhances customer engagement across its U.S. retail businesses.
“The effective integration of channels across marketing, sales, and service activities is critical to delivering a positive, brand-reinforcing experience at every touchpoint in the customer relationship.”
Explore the advantages of Salesforce for Insurance.
Insurance CRM from Salesforce.
Insurance plays a critical role in our lives, and a great customer experience can enhance the process. Salesforce offers insurance CRM solutions that give reps, agents, and customers the right information, when and where they need it.
With insurance CRM, reps can reach customers on any device and channel, whether by mobile, landline, email, or social. Intelligent task prioritisation helps agents proactively address the most urgent cases first. Agents can also see rich customer profiles, including life event alerts that can be leveraged for additional sales.
Customers can submit claims right from their phone with photos, and track claim progress. Salesforce insurance solutions allow policyholders to easily communicate with the right representative with more immediacy and accuracy than traditional channels.