SOLUTION: TRANSFORM SERVICE ENGAGEMENT

Deliver truly personalised service that policyholders demand.

Turn your customer data into meaningful policyholder engagements.

Our Transform Service Engagement insurance solution unlocks the full power of the world’s #1 CRM platform for Property and Casualty and Life & Annuities. Gain unparalleled 360-degree views of every policyholder with Guidewire InsurancePlatform and Financial Services Cloud. Give service reps instant access to core insurance operations with Guidewire ServiceRepEngage for Salesforce for Financial Services Cloud, plus boost productivity by leveraging the guided processes, data, and analytics built into our ready-made partner apps in AppExchange. Use Service Cloud Digital Engagement to connect with customers through secure portals, chat, messaging, social media, and more. And provide automated, conversational, and intelligent service, thanks to Einstein Bots.

Here's how it works.

This solution integrates with Guidewire InsurancePlatform to create intelligent, 360-degree policyholder profiles, accessible to service reps on a single, unified platform.

Proactive Omni-Channel Support
Connect policyholders, agents, service reps, and field claim adjusters — across any channel — for personalised support and complete visibility at any time and from anywhere.

Unified Data and Elevated Service
Empower service reps by unifying all customer data on a single screen and offering them guided tasks for key insurance processes such as customer onboarding, claims processing, and more.

Built-In Core System Integration
Gear up quickly while ensuring long-term results with an ecosystem of top insurance technology partners.

360-Degree Views and Opportunities
Gain a single view of each customer’s policies, claims, and cases, to deliver better service and uncover opportunities for growth. Plus, with actionable insights, service reps can provide intelligent suggestions, recommendations, and next steps.

Here's how it works.

This solution integrates with Guidewire InsurancePlatform to create intelligent, 360-degree policyholder profiles, accessible to service reps on a single, unified platform.

Proactive Omni-Channel Support
Connect policyholders, agents, service reps, and field claim adjusters — across any channel — for personalised support and complete visibility at any time and from anywhere.

Unified Data and Elevated Service
Empower service reps by unifying all customer data on a single screen and offering them guided tasks for key insurance processes such as customer onboarding, claims processing, and more.

Built-In Core System Integration
Gear up quickly while ensuring long-term results with an ecosystem of top insurance technology partners.

360-Degree Views and Opportunities
Gain a single view of each customer’s policies, claims, and cases, to deliver better service and uncover opportunities for growth. Plus, with actionable insights, service reps can provide intelligent suggestions, recommendations, and next steps.

Customer Success Story

“We now operate more efficiently and provide a better experience to a large number of customers. Partnering with Salesforce has given us an advantage from day one.”

Steve Sloan, CEO of INSURE 247

See the Story

Explore the advantages of Salesforce for Insurance.

WHITEPAPER

AI in P&C Insurance: Pragmatic Approaches for Today, Promise for Tomorrow

GET THE WHITEPAPER

DREAMFORCE SESSION

How Salesforce and Guidewire Empower Service Reps and Agents

WATCH THE SESSION

White Paper

Digitisation, Automation, and Value Creation in the Insurance Industry

Get the White paper

Financial Services

SOLUTION: TRANSFORM SERVICE ENGAGEMENT

Deliver truly personalised service that policyholders demand.

Turn your customer data into meaningful policyholder engagements.

Here's how it works.

Here's how it works.

Customer Success Story

See how to deliver service that builds trusted relationships with policyholders.

Explore the advantages of Salesforce for Insurance.

WHITEPAPER

AI in P&C Insurance: Pragmatic Approaches for Today, Promise for Tomorrow

DREAMFORCE SESSION

How Salesforce and Guidewire Empower Service Reps and Agents

White Paper

Digitisation, Automation, and Value Creation in the Insurance Industry

The world’s #1 CRM for insurers has you covered.

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