See how the world’s #1 CRM solution has insurance covered.


Make customer satisfaction the focus of every interaction.


Exceed expectations.

With Salesforce, insurance reps and agents have the tools to deliver more personalized communications across any device, collaborate in online social feeds, streamline service requests, track new opportunities, and more.

Work smarter.

Get a complete view of all service requests submitted through the web, social media channels, emails, and call centers. Prioritize inquiries based on urgency. Ensure the right person is on the case. And do it all on the Salesforce platform.   


Personalize interactions.

Engage in more rewarding customer conversations with smart alert reminders of important life events. With Salesforce Communities, have more meaningful interactions with customers, and seamlessly collaborate with colleagues.

Empower policyholders.

Be there for customers at a moment’s notice with SOS video chat and real-time interactions from any device. And provide additional peace of mind when they need it most with self-service capabilities for tracking claims.


With the help of Salesforce, we’re creating a truly differentiated experience for our customers.”


Take the next step.

Contact us to talk about our next-gen tools for financial services, including the Financial Services Cloud. We’ll help you set up a strategy to start connecting with clients like never before.