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Salesforce enables insurers to become agentic enterprises - helping carriers and MGAs unlock siloed data, grow efficiently, and deepen policyholder trust with Agentforce 360. Manage core sales, service, marketing, product development, quoting, and claims from one deeply unified property and casualty insurance software platform.
Insurers around the world are driving efficient growth with Salesforce.
Learn how Cumberland Mutual used Financial Services Cloud and Agentforce to simplify claims, personalize service, and boost productivity.
Automate insurance underwriting.
Leverage a single, comprehensive, and connected platform that lets you streamline the underwriting process, boost productivity, make enriched data-driven risk decisions, and become your brokers’ preferred partner.
How it works:
Empower brokers and agents with digital submission access via portal, mobile app, or API, all with dynamic data enrichment to minimize user input.
Drive straight-through processing of digital applications, automate referrals, and give underwriters a workstation to accelerate their work.
Consolidate the underwriter’s desktop in a single application with queues, workflow automation, quote configuration, document review and generation, and premium rates.
Use graphic-rich reports to see business flows by source and underwriting stage. Leverage 360-degree broker views and deep portfolio analytics in decisions.
Build your insurance underwriting automation solution with these Salesforce products:
Financial Services Cloud
Unify customer experiences across channels, geographies, and both consumer and commercial lines of business.
Digital Insurance
Deliver real-time digital quoting, end-to-end policy management, product and rating management, claims management, and group benefits management.
Insurance Product Administration
Deliver real-time digital quoting, end-to-end policy management, and product and rating management.
Tableau
Boost productivity and decision-making with the world’s leading AI-powered analytics platform.
Slack
Bring together the right people, information, and tools to drive business.
MuleSoft Anypoint Platform
Integrate data from any services system to deliver critical, time-sensitive data – all with a single platform for APIs and integrations.
Optimize insurance distribution management.
Equip your teams with tools to view and manage distribution partners and automate workflows. Drive profitable growth by empowering producers with trusted data and AI.
How it works:
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.
Boost efficiency with intelligent territory planning and route optimization. Visualize data to fuel better decisions, streamline field operations, and optimize territories faster than ever.
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.
Build your insurance distribution management solution with these Salesforce products:
Financial Services Cloud
Unify customer experiences across channels, geographies, and both consumer and commercial lines of business.
Marketing Cloud
Personalize customer experiences and optimize each campaign with data-first solutions for any channel and device.
Intelligence for Financial Services Cloud
Help your entire team find important answers and start making data-driven decisions.
Slack
Bring together the right people, information, and tools to drive business.
MuleSoft Anypoint Platform
Integrate data from any services system to deliver critical, time-sensitive data – all with a single platform for APIs and integrations.
Process Compliance Navigator
Stay ahead of evolving regulations with an intelligent platform built for financial services.
Digitize Core Insurance Operations
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).
How it works:
Accelerate product deployment. Define product classes with inheritance and override capabilities, and apply re-usable dynamic attributes in an intuitive UI.
Easily handle policy actions, such as changes, cancellations, and automated renewals in real time with prebuilt services optimized for performance and volume.
Use Agentforce to slash hold times with instant policy and quote summaries that speed up accurate quoting.
Build your insurance digital management solution with these Salesforce products:
Policy Administration
Manage the policy lifecycle spanning quoting, issuance, endorsements, billing, renewals, and commissions.
Claims Management
Manage claims lifecycles across intake, adjudication, reserves, and payment.
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 Brokerages
Get a complete view of the customer across producers and account managers.
Process Compliance Navigator
Stay ahead of evolving regulations with an intelligent platform built for financial services.
Automate insurance claims.
Exceed policyholder expectations by providing fast, transparent, and personalized claim management experiences. Manage the entire claims lifecycle, including First Notice of Loss intake through adjudication, reserve management, payment, and more.
How it works:
Deliver highly configurable, omni-channel claim intake available via web, smartphone, contact center, and chat.
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, notifications, and more.
Empower adjusters with access to a 360-degree view of every policyholder that allows you to deliver seamless and personalized digital claims experiences.
Deploy an end-to-end solution or integrate digital capabilities with your existing core claims system.
Build your insurance automation solution with these Salesforce products:
Financial Services Cloud
Unify customer experiences across channels, geographies, and both consumer and commercial lines of business.
Digital Insurance
Deliver real-time digital quoting, end-to-end policy management, product and rating management, claims management, and group benefits management.
Service Cloud
Automate financial transactions and processes, and streamline workflows that drive customer satisfaction.
Intelligence for Financial Services Cloud
Help your entire team find important answers and start making data-driven decisions.
MuleSoft Anypoint Platform
Integrate data from any services system to deliver critical, time-sensitive data – all with a single platform for APIs and integrations.
Insurance Claims Management
Manage claims lifecycles across intake, adjudication, reserves, and payment.
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:
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.
Surface actionable insights, manage attrition, and drive growth with the assistance of agents grounded in policyholder data.
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.
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.
Agentforce for Financial Services
Fuel efficiency and drive superior customer service 24/7 with Agentforce.
Tableau
Boost productivity and decision-making with the world’s leading AI-powered analytics platform.
MuleSoft Anypoint Platform
Integrate data from any services system to deliver critical, time-sensitive data – all with a single platform for APIs and integrations.
Slack
Bring together the right people, information, and tools to drive business.
Data 360
Activate all your customer data across Salesforce applications.
Process Compliance Navigator
Stay ahead of evolving regulations with an intelligent platform built for financial services.
Scale service for property and casualty.
Scale your contact center operations and empower policyholders with omni-channel self-service options. Leverage trusted data and AI to gain insights and save agents time — freeing resources for more complex cases or higher-value tasks.
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, providing conversation insights, summaries, and knowledge articles – all through a “single pane of glass.” Personalize customer support by integrating chat bots to find and answer specific information.
- 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, claims, and underwriting.
Build your service solution with these Salesforce products:
Financial Services Cloud
Unify customer experiences across channels, geographies, and both consumer and commercial lines of business.
Service Cloud
Automate financial transactions and processes, and streamline workflows that drive customer satisfaction.
MuleSoft Anypoint Platform
Integrate data from any services system to deliver critical, time-sensitive data – all with a single platform for APIs and integrations.
Slack
Bring together the right people, information, and tools to drive business.
Process Compliance Navigator
Stay ahead of evolving regulations with an intelligent platform built for financial services.
Keep up with the latest property and casualty insurance trends, insights, and conversations.
Ready to take the next step with the world’s #1 AI CRM for insurance?
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Property and Casualty FAQ
Salesforce is the world’s #1 AI customer relationship management platform. Salesforce’s Customer 360 approach 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 integrates with other property and casualty insurance software. Salesforce is enabled with purpose-built solutions for processes from product modeling to policy and claims management. Harmonize data from multiple systems and gain insights for growth.
Contact centers face challenges with siloed systems, making CSRs navigate multiple platforms. Salesforce, an open platform, integrates with core policy and claims systems. AI capabilities like Agentforce enable CSRs to anticipate customer needs, keep policyholders informed, and reduce call volumes.
Property and casualty insurance software is a specialized solution that assists insurers in managing policies, claims, underwriting, and other property and casualty insurance coverage processes. Using insurtech, Salesforce enables insurers to increase employee productivity and deepen policyholder trust.
Property and casualty insurance software is crucial for insurers, optimizing policy management, claims processing, underwriting, and overall operational efficiency. It enhances accuracy, compliance, and customer satisfaction in the insurance industry.
Property and casualty insurance software streamlines policy administration, claims processing, and underwriting, enhancing efficiency, reducing errors, ensuring compliance, and improving overall operational effectiveness and customer satisfaction.
Select the ideal property and casualty insurance software by assessing your needs, considering scalability, integration capabilities, user-friendliness, and compliance features, and ensuring alignment with your business objectives and goals.
