INSURANCE

Protect your customer’s dreams.

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Reduce operational costs and innovate faster with purpose-built insurance solutions.

Life and Annuity

Connect with customers and give them the support they need without complicated software or distractions.

See life and annuity solutions

Group Benefits

Manage the entire benefits lifecycle by connecting your teams, reducing unnecessary steps, and scaling fast.

See group benefits solutions

Property and Casualty

Put policyholders first and deploy faster with interactions designed to help stay ahead in increasingly digitized markets.

See property & casualty solutions

Engage customers and employees with a single, connected platform.

Financial Services Cloud

Accelerate digital process innovation across the front, middle, and back office and put your customer at the center of everything. Build customer trust and increase employee productivity with Financial Services Cloud.

Starting at $225 USD/user/month* (billed annually)

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* This edition requires an annual contract. Financial Services Cloud — Growth is also available in Professional Edition for $175 USD/user/month. Contact us for more details. This page is provided for information purposes only and is subject to change. Contact a sales representative for detailed pricing information.

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."

Adrian Griggs

COO, Pacific Life

See the story

We help top insurers innovate for what's next.

Explore resources for insurance.

Future Underwriting: Driven by Data and AI, Powered by Human Intelligence

WHITE PAPER

See how the future of underwriting is data, AI, and human intelligence.

Get the white paper

WEBINAR

Meet the challenge of an evolving independent broker market.

Watch the webinar

NEWS

Explore current trends and automation’s role in digital success.

See the story

See more resources

Ready to learn more about insurance solutions?

Contact us

Or call us at 1-833-996-2064.

Start a 30-day trial of Financial Services Cloud for free.

Try for free

Ready to learn more about insurance solutions?

Contact us

Or call us at 1-833-996-2064.

Start a 30-day trial of Financial Services Cloud for free.

Try for free

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 prioritization 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.

CRM: Salesforce CRM fosters better customer relationships, helping you save money and increase profits.

Small Business CRM: Learn how Salesforce CRM can help SMBs increase sales and profits.

Cloud Computing: Force.com's cloud computing platform allows you to build business applications quickly.

CRM Sales Software: Sales software-as-a-service gives you a complete view of customers and prospects, so you can close more sales, more quickly.

CRM Software Solutions: CRM benefits every industry and enterprise. Learn more about CRM solutions for your industry.

Company Management System: Company management system for all industries by Salesforce.

Automotive CRM: Automotive CRM to help your business listen to customer and engage them at every touch point.

Communications CRM: Communications CRM from Salesforce so you can meet the high expectations of your customers.

Financial Services CRM: Create personal experiences that build customer trust and loyalty with Salesforce finance CRM.

Insurance CRM from Salesforce.

With the power of Salesforce CRM driving insurance agents and customer service, your agency can revolutionize the way it manages customer relationships for optimal success. Salesforce isn’t just insurance agency software. It’s software in the cloud designed to continually meet your industry needs, supercharge productivity, and boost bottom lines.

CRM: Salesforce CRM fosters better customer relationships, helping you save money and increase profits.

Cloud Computing: Force.com's cloud computing platform allows you to build business applications quickly.

CRM Software Solutions: CRM benefits every industry and enterprise. Learn more about CRM solutions for your industry.

Company Management System: Company management system for all industries by Salesforce.

Automotive CRM: Automotive CRM to help your business listen to customer and engage them at every touch point.

Communications CRM: Communications CRM from Salesforce so you can meet the high expectations of your customers.

Financial Services CRM: Create personal experiences that build customer trust and loyalty with Salesforce finance CRM.

Financial Services

INSURANCE

Protect your customer’s dreams.

Reduce operational costs and innovate faster with purpose-built insurance solutions.

Life and Annuity

Group Benefits

Property and Casualty

Engage customers and employees with a single, connected platform.

Financial Services Cloud

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."

Adrian Griggs

We help top insurers innovate for what's next.

Explore resources for insurance.

Ready to learn more about insurance solutions?

Start a 30-day trial of Financial Services Cloud for free.

Ready to learn more about insurance solutions?

Start a 30-day trial of Financial Services Cloud for free.

Insurance CRM from Salesforce.

Popular Searches

Insurance CRM from Salesforce.

Popular Searches

New to Salesforce?

About Salesforce

Popular Links

Americas

Europe, Middle East, and Africa

Asia Pacific

INSURANCE

Protect your customer’s dreams.

Reduce operational costs and innovate faster with purpose-built insurance solutions.

Life and Annuity

Group Benefits

Property and Casualty

Engage customers and employees with a single, connected platform.

Financial Services Cloud

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."

Adrian Griggs

We help top insurers innovate for what's next.

Explore resources for insurance.

Ready to learn more about insurance solutions?

Start a 30-day trial of Financial Services Cloud for free.

Ready to learn more about insurance solutions?

Start a 30-day trial of Financial Services Cloud for free.

Insurance CRM from Salesforce.

Related Searches

Popular Searches

Insurance CRM from Salesforce.

New to Salesforce?

About Salesforce

Popular Links

Americas

Europe, Middle East, and Africa

Asia Pacific