See the many ways to drive automation and increase broker productivity.
Triage submissions automatically.
- Save hours of filtering submissions by using data relevant for the customer and insurer’s business model
- Free underwriters from complicated tasks to better price and deliver appropriate coverage for policyholders
Discover Optical Character Recognition (OCR) technology.
- Enable automated document onboarding, sorting and analysis, and make all business workflows more efficient and effective
- Offload time-consuming processes by allowing customers to upload their own data, saving time and money and improving the customer experience
Collect vital data easily.
Insurers who use Salesforce report*:
*Source: 2021 Customer Success Metrics Study of 612-618 Financial Services Insurance Customers