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Digital Insurance
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 AI support for CSRs and 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.
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Digital Insurance Pricing
Discover our Digital Insurance product. Digital Insurance includes allocations to get you started with Policy Administration ($1M Gross Written Premium (GWP)), Claims Management (10K credits), and Group Benefits (500K credits) in the base SKU.
Additional usage is available through add-on SKUs:
- Policy Administration — $75,000 per $5M GWP, billed annually
- Claims Management — $50,000 per 50K Claims Management Credits
- Group Benefits — $60,000 per 3M Group Benefits Credits
Digital Insurance
Enable all core insurance operations from a unified customer-centric platform.
$
1,80,000
USD/Org/Year
(Billed annually)
- Manage the entire policy lifecycle on a unified, digital-first insurance platform
- Manage claims lifecycles across intake, adjudication, reserves, and payment
- Automate your entire group benefits value chain on a single platform for faster speed to market
Digital Insurance is available with Financial Services Cloud (Enterprise and Unlimited Editions) and Health Cloud. Policy Administration, Group Benefits, and Claims Management are usage-based add-on SKUs that require Digital Insurance as a prerequisite and cannot be purchased independently. This page is provided for informational purposes only and is subject to change. 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.
