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Transform your group benefits business with trusted data and agentic AI.

Salesforce group benefits administration software empowers your organization with intelligent agents that automate and optimize front- and middle-office operations. Our agentic platform manages product workflows, accelerates sales processes, and streamlines renewals so that you can focus on strategic growth. With code-free AI agents working alongside your teams, you can unify siloed data, dramatically increase speed to market, achieve breakthrough operational efficiencies, and deliver exceptional omni-channel experiences.

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Insurers around the world are driving efficient growth with Salesforce benefits administration software.

 

Prudential customer story
Pacific Life customer story
SwissLife

Optimize insurance distribution management.

Equip your teams with tools to view and manage distribution partners and automate workflows with a powerful group benefits administration system.

How it works:

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Analyze, score, and allocate resources to optimize your distribution partner strategy in a single view. Simplify agency management — including AI-generated recaps to assist with meeting prep and follow-ups.

Levin Insurance Agency Account home page with Agentforce chat conversation where agent is provide account summary to the agent.

Boost efficiency with intelligent territory planning and route optimization. Visualize data to fuel better decisions, streamline field operations, and optimize territories faster than ever.

Distribution management home screen showing policies in force in map visual plus other dashboard tools like territory metrics, quote flow year over year, and new business over time.

Make it easy for producers to sign up through an interactive portal. Use recommended actions to improve relationships, plan activities, and deliver training resources. Easily monitor status from a single dashboard.

Levin Insurance Agency profile screen with business milestones, action plans, account health score and tips for how to improve the health of the account like in-person visit and new product education.
Levin Insurance Agency Account home page with Agentforce chat conversation where agent is provide account summary to the agent.
Distribution management home screen showing policies in force in map visual plus other dashboard tools like territory metrics, quote flow year over year, and new business over time.
Levin Insurance Agency profile screen with business milestones, action plans, account health score and tips for how to improve the health of the account like in-person visit and new product education.

Build your insurance distribution management solution with the following Salesforce products:

Financial Services Cloud

Unify customer experiences across channels, geographies, and both consumer and commercial lines of business.

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Marketing Cloud

Personalize customer experiences and optimize each campaign with data-first solutions for any channel and device.

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Intelligence for Financial Services Cloud

Help your entire team find important answers and start making data-driven decisions.

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Slack

Bring together the right people, information, and tools to drive business.

Learn more

MuleSoft Anypoint Platform

Integrate data from any services system to deliver critical, time-sensitive data – all with a single platform for APIs and integrations.

Learn more

Process Compliance Navigator

Stay ahead of evolving regulations with an intelligent platform built for financial services.

Learn more

Scale service with a powerful group benefits administration system.

Support ongoing benefits administration and service requests throughout the year, including adding new members, changing dependents, and sending ID cards with Salesforce benefits administration software.

How it works:

  • Delight policyholders with self-service. Empower customers with smart solutions, reduce inbound calls, capture digital interactions, and improve operational efficiency.
  • Drive agent efficiency. Increase agent/rep productivity by auto-generating responses and providing conversation insights, summaries, and knowledge articles – all through a single view.
  • Enable client swarming. Accelerate case resolution by collaborating with experts to resolve issues and ensure satisfaction.
  • Generate better insights. Access dashboards and generated narratives that show the impact of carrier and agency interactions, rate activity, claim, and underwriting.
Watch demo Agentic AI Use Case

Build your group benefits administration system with the following Salesforce products:

Financial Services Cloud

Unify customer experiences across channels, geographies, and both consumer and commercial lines of business.

Learn more

Service Cloud

Automate financial transactions and processes, and streamline workflows that drive customer satisfaction.

Learn more

MuleSoft Anypoint Platform

Integrate data from any services system to deliver critical, time-sensitive data – all with a single platform for APIs and integrations.

Learn more

Process Compliance Navigator

Stay ahead of evolving regulations with an intelligent platform built for financial services.

Learn more

Automate insurance claims.

With Salesforce benefits administration software, insurers can personalize the policyholder experience. Manage the entire claims lifecycle, including First Notice of Loss intake that drives adjudication, reserve management, payment, and more.

How it works:

  • Simplify First Notice of Loss. Deliver highly configurable, omni-channel claim intake available via web, smartphone, contact center, and chat.
  • Reduce claim cycle time. Automate claims workflows and easily surface all claims activities in a single view. Invoke rules to advance a claim through defined states. Tie actions to state transitions, such as logging, integration, and notifications.
  • Create customer-centric processes. Empower adjusters with access to a 360-degree view of every policyholder that allows them to deliver seamless and personalized digital claims experiences.
  • Remain agile. Deploy an end-to-end solution or integrate digital capabilities with your existing core claims system.
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Build your group insurance claims management solution with these Salesforce products:

Financial Services Cloud

Unify customer experiences across channels, geographies, and both consumer and commercial lines of business.

Learn more

Digital Insurance

Deliver real-time digital quoting, end-to-end policy management, product and rating management, claims management, and group benefits management.

Learn more

Service Cloud

Automate financial transactions and processes, and streamline workflows that drive customer satisfaction.

Learn more

Intelligence for Financial Services Cloud

Help your entire team find important answers and start making data-driven decisions.

Learn more

MuleSoft Anypoint Platform

Integrate data from any services system to deliver critical, time-sensitive data – all with a single platform for APIs and integrations.

Learn more

Process Compliance Navigator

Stay ahead of evolving regulations with an intelligent platform built for financial services.

Learn more

Empower insurance producers on one platform.

Drive profitable growth by improving the producer experience. Use out-of-the-box dashboards that help surface actionable insights, manage attrition, and increase revenue.

How it works:

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Equip agents and producers with an AI-infused, centralized solution that puts policyholders at the center of every interaction. Reduce manual tasks while identifying and converting more leads in less time with Agentforce.

Producer dashboard screen highlight business growth opportunities with potential premiums and likelihood to buy scores for filtered leads.

Surface actionable insights, manage attrition, and drive growth with the assistance of agents grounded in policyholder data.

Producer dashboard of leads with potential premium and likelihood to buy for Jane Adams plus Agentforce chat screen with agent providing summary of lead status including profession, lead source and contact details.

Unlock agentic productivity by helping producers and agents save time on client meeting prep, logistics, and follow-ups with AI. Autonomously deliver personalized communications at scale with grounding and prompts.

Lead profile for Jane Adams with Agentforce chat screen showing producer requesting the agent fo write an email to Jane to discuss her current policy and Agent response with email draft.
Producer dashboard screen highlight business growth opportunities with potential premiums and likelihood to buy scores for filtered leads.
Producer dashboard of leads with potential premium and likelihood to buy for Jane Adams plus Agentforce chat screen with agent providing summary of lead status including profession, lead source and contact details.
Lead profile for Jane Adams with Agentforce chat screen showing producer requesting the agent fo write an email to Jane to discuss her current policy and Agent response with email draft.

Build your insurance producer desktop solution with these Salesforce products:

Financial Services Cloud

Unify customer experiences across channels, geographies, and both consumer and commercial lines of business.

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Agentforce for Financial Services

Fuel efficiency and drive superior customer service 24/7 with Agentforce.

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Tableau

Boost productivity and decision-making with the world’s leading AI-powered analytics platform.

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MuleSoft Anypoint Platform

Integrate data from any services system to deliver critical, time-sensitive data – all with a single platform for APIs and integrations.

Learn more

Slack

Bring together the right people, information, and tools to drive business.

Learn more

Data 360

Activate all your customer data across Salesforce applications. 

Learn more

Process Compliance Navigator

Stay ahead of evolving regulations with an intelligent platform built for financial services.

Learn more

Keep up with the latest insurance trends, insights, and conversations.

Ready to take the next step with the world’s #1 AI CRM for insurance?

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Group Benefits FAQ

Salesforce is the world’s #1 AI customer relationship management platform. Salesforce’s benefits administration software for insurance empowers insurers and their distribution partners to manage all core operations — front, middle, and back office – from one system.

Salesforce has an open API architecture that works with other systems. The Salesforce platform has purpose-built solutions across the insurance value chain, from product modeling to policy and claims management. You can harmonize data from multiple systems and gain insights for efficient growth.

Contact centers face challenges with siloed systems, making CSRs navigate multiple platforms. Salesforce seamlessly integrates with core policy and claims systems. AI capabilities like Agentforce enable CSRs to anticipate customer needs, keeping policyholders informed, and reducing call volumes.

Group benefits administration software is a specialized tool that manages and automates the administration of employee benefits within a group, including health insurance, retirement plans, and other employee perks.

Group benefits administration software is crucial for efficiently managing and automating employee benefit programs. It simplifies enrollment, enhances accuracy, ensures compliance, and improves employee satisfaction and retention.

Group benefits administration software streamlines enrollment, improves accuracy, enhances compliance, and boosts efficiency in managing employee benefit programs. It ensures a seamless process, fostering employee satisfaction and retention.

Select the right group benefits administration software by evaluating your needs, considering user-friendliness, scalability, compliance features, and integration capabilities while ensuring alignment with your organization's goals and requirements.