See how the world’s #1 CRM solution has insurance covered.

 

Discover the first and only end-to-end, purpose-built platform for insurance.

To win in a post-COVID-19 world, insurers need to accelerate their transformation and become agile, customer-obsessed organizations. Enhanced with innovations from Vlocity, we now offer insurers a major leap forward: front-office CRM applications, together with Vlocity’s digital-first, no-code middle- and back-office processes.
 

Enhance the entire policy lifecycle.

Built 100% on Salesforce Customer 360, Vlocity Insurance offers core insurance processes that span the entire policy lifecycle: from quoting and underwriting, to policy administration, claims management, omni-channel service, contact centers, and billing.

Accelerate line-of-business transformation.

Enhancements from Vlocity enable rapid transformation for property and casualty, life, and employee benefits lines of business. Insurers and MGAs can now deliver seamless experiences with omni-channel customer journeys, increase operational efficiency with straight-through processing, and speed digital and cloud innovation across the entire business. 
 

SOLUTION: TRANSFORM SERVICE ENGAGEMENT

Deliver truly personalized service that policyholders demand.

Now insurers offering Property and Casualty as well as Life and Annuities can drive seamless customer experiences, thanks to 360-degree views of their policyholders and instant access to household relationships, coverage, claims, and interaction information. Give service reps the power of the world’s #1 platform for service to transform their policyholder engagement and achieve a whole new level of performance.
 

Connect the Policyholder Journey.

Discover how you can build trust with seamless, personalized marketing experiences at every stage of the customer journey.

Build trust through understanding.

The better you know your customers, the better you can protect them. With a single, comprehensive view of each policyholder, agents, brokers, and service reps can do more for their customers — and in record time.
 

Unify insurance experiences.

See the exciting announcement of our new insurance innovation for Financial Services Cloud, and learn how we can help you build extraordinary customer trust.

Build trust with help from AI.

See how Financial Services Cloud and Einstein Analytics are helping agents and service reps do more for their customers with every interaction.
 
 
Visit our Financial Services Cloud page and explore all the ways you can guide clients on a journey to achieve their financial goals.
 
 

CUSTOMER SUCCESS STORY

State Farm® is a Trailblazer.

With Salesforce, State Farm helps customers handle the unexpected.

We have powerful insurance CRM solutions that you can count on.

Contact us to talk about Salesforce insurance solutions We’ll help you set up a strategy to start connecting with clients like never before.