Digital Insurance Solutions
Harmonize 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 modeling 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 optimized 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 summarizing key policy and quote details for faster, accurate quotes.
Extend the power of Digital Insurance with these related products.
Policy Administration
Manage the policy lifecycle spanning quoting, issuance, endorsements, billing, renewals, and commissions.
Agentforce
Fuel efficiency and drive superior customer service 24/7 with Agentforce.
Data Cloud
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 Lending
Simplify digital lending on a flexible, AI-powered platform
$520,000 org/year
(Billed annually)
- Product Catalog and Salesforce Pricing
- Prebuilt Loan Applications
- Underwriter Console
Policy Administration
Manage the entire policy lifecycle on a unified, digital-first insurance platform.
$75,000 USD/$5 million GWP
(Billed annually)
- Configure Policy Quotes
- Automate Policy Workflows
- Calculate and manage commissions
Insurance Claims Management
Manage claims lifecycles across intake, adjudication, reserves, and payment.
$27,000 USD per $10 million GWP
(Billed annually)
- Peril-Specific Claim Form
- Adjudication Rules
- Manage Reserves
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 modernize 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 personalized.
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.
