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Digital Insurance Solutions
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).
What can you do with Digital Insurance?
Innovate, deploy and adapt insurance products quickly to capture market opportunities and grow your business. Manage the entire policy lifecycle with ease and efficiency, supported by AI-driven automation with Agentforce.
Quickly build and launch products with Digital Insurance
Accelerate product deployment. Define product classes with inheritance and override capabilities, and apply re-usable dynamic attributes in an intuitive UI.
Design product bundles with an intuitive interface. Easily configure attributes and create relationships between products and groups.
Automate rules application with ease. Configure rules for products, coverages, attributes and underwriting using an advanced rules modelling environment.
Automate rules-based pricing across the policy lifecycle. Leverage flexible tools and rating algorithms, configure product-specific procedures, and run pricing simulations.
Manage the end-to-end policy lifecycle with Policy Administration
Manage omnichannel quote-to-bind experiences, with quote versioning, dynamic repricing, rules-driven referrals and straight-through processing.
Easily handle policy actions, such as changes, cancellations, and automated renewals in real time with prebuilt services optimised for performance and volume.
Design re-usable tax and fee calculations for quoting and policy management. Apply calculations to any level in the product hierarchy.
Reduce hold time by summarising key policy and quote details for faster, accurate quotes.
Manage the entire claims lifecycle on a modern platform with Claims Management
Help customers report claims quickly and easily with guided digital experiences that capture the right information from the start. Prebuilt intake supports peril-specific details, dynamic data enrichment, and seamless party management.
Easily manage the claims process with automated workflows and a complete view of a claim's history. The system intelligently links claims to policy terms and tracks coverage usage, ensuring accuracy and efficiency.
Get a complete financial overview of every claim with a comprehensive solution that helps you manage reserves and track payments in real time. Approval processes for payments ensure every transaction is accurate and compliant.
Automate quoting, enrolment, and renewals end-to-end with Group Benefits
Manage and update member information and their plan selections within each plan category.
Generate quotes with configurable product rules and pricing. Issue accurate contracts directly from finalised quotes with flexible attributes.
Create accounts to track insurance policies. Calculate premiums to determine contributions. Manage individual and bulk enrolments for seamless processing.
Extend the power of Digital Insurance with these related 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.
Group Benefits
Automate your entire group benefits value chain on a single platform for faster speed to market.
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 Brokers
Get a complete view of the customer across producers and account managers.
Digital Insurance Pricing
Find the digital insurance product for your business needs.
Digital Health Insurance
Enable all core insurance operations from a customer-centric platform.
180,000
€
EUR/Org/Year
(Billed annually)
- Insurance Data Model
- Insurance Product Catalogue
- Policy and Configuration Rules
Policy Administration
Manage the entire policy lifecycle on a unified, digital-first insurance platform.
75,000€ EUR/Per 5 million € GWP
Claims Management
Manage claims lifecycles across intake, adjudication, reserves and payment.
50,000€ EUR/Per 50K Claims Management Credits
- Guided digital experiences for claims intake
- Automated workflows for claims adjudication
- A complete overview of claims financials and payments
Group Benefits
Automate your entire group benefits value chain on a single platform for faster speed to market.
60,000€ EUR/Per 3M Group Benefits Credits
- Easy Census Management for Scalable Enrolment
- Accurate Quotes with Advance Rating Rules for Groups of Any Size
- Efficient Bulk Enrolment for Large Groups
Contact a sales representative for detailed pricing information.
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Digital Insurance FAQ
Digital Insurance is a unified digital platform designed to deliver modern engagement experiences. It helps insurance carriers manage the entire policy lifecycle with ease and efficiency, powered by AI, data, and CRM.
Digital Insurance helps insurers and MGAs modernise operations by unifying systems and automating processes, enabling quick product launches. It enhances policyholder experiences with AI-driven automation and Agentforce, making processes more efficient and personalised.
Talk to your Salesforce account team or consultant to learn more about Salesforce Digital Insurance.
Choose the digital insurance software that's right for you by evaluating the individual needs of your business. Digital Insurance helps you launch products quickly to grow your business. It lets you manage the entire policy lifecycle with ease and efficiency on a single unified platform.
