Policy Administration Pricing
Manage the policy lifecycle across quoting, underwriting, policy issuance, updates, billing, renewals and commissions.
First, discover our Policy Administration product for your business needs.
Policy Administration
Manage the entire policy lifecycle on a unified, digital-first insurance platform
$75,000 USD/Per $5 million GWP
(Billed annually)
- Everything in Policy Administration - Quoting, plus Process Policy Transactions
- Configure Policy Quotes
- Automate Policy Workflows
* Up to $1 million GWP included in Digital Insurance licence. This page is provided for information purposes only and subject to change. Contact a sales representative for detailed pricing information.
View top features.
Extend the power of Policy Administration with these related apps and add-ons.
Digital Insurance
Enable all core insurance operations from a unified customer-centric platform.
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
Financial Services Cloud Intelligence
Drive predictable revenue with analytics and AI for organisations.
MuleSoft Anypoint Platform
Integrate data from any services system to deliver critical, time-sensitive data — all with a single platform for APIs and integrations.
Experience Cloud
Quickly launch data-powered sites, portals and apps, connected across the customer journey.
Ready to take the next step with the world’s #1 AI CRM for Financial Services?
Start your trial.
Try Financial Services Cloud free for 30 days. No credit card. No installations.
Talk to an expert.
Tell us a bit more so the right person can keep in touch faster.
Watch a demo.
Learn how Salesforce for financial services empowers customers' financial success.
Then, choose the Success Plan that’s right for your business.
With resources, guidance and technical support, our three levels of Success Plans help your business get more value from Salesforce and prepare your data for a
future with AI.
Standard Success Plan
Set your company up for success with self-guided, always-on resources.
Included in all licences
- Access to Knowledge Articles, documentation and Trailhead
- Global Trailblazer Community
Premier Success Plan
Start strong and grow your business with expert guidance and expedited support.
30% of net licence fees
- Expert guidance and product education
- Health checks and recommendations
- Access to 24/7 support for business-stopping issues
- Bundled with Unlimited Edition
Signature Success Plan
Get the most value from Salesforce with a proactive partnership and personalised experience.
Contact your account executive
- Designated Customer Success Manager
- Customer Success Score
- Proactive Monitoring and Key Event Management
- Fastest 24/7 support response times
Ready to take the next step with the world’s #1 AI CRM for Financial Services?
Start your trial.
Try Financial Services Cloud free for 30 days. No credit card. No installations.
Talk to an expert.
Tell us a bit more so the right person can keep in touch faster.
Watch a demo.
Learn how Salesforce for financial services empowers customers' financial success.
Policy Administration Pricing FAQs
Salesforce has all kinds of add-ons, apps and additional products to help your company stay ahead in your industry. Call us at 1800-420-7332 to discuss Policy Administration pricing and the kind of products you’re looking to add.
We know things don’t always go according to plan and we’re here and will try our best to support. Keep in touch to a sales representative at 1800-420-7332 to discuss Policy Administration pricing and options.
In many cases, Salesforce products integrate directly with many outside applications and systems to help you to connect your data. For those that don’t have built-in integration, like on-premises data sources, you can purchase licences of MuleSoft, work with our integration partners or use apps on AppExchange.
Talk to a sales representative to get an idea of what integration solution works best with the Salesforce products you use.
We offer several advisory, adoption and support plans to our customers. To learn more, visit Success Cloud.
You can add products or upgrade at any time, but some products may need to scale together. Keep in touch to our sales department at 1800-420-7332 to explore Policy Administration pricing and to see what works for your business.
