INSURANCE OVERVIEW

Protect your customer’s dreams with Policyholder 360.

Innovate to meet evolving customer needs, manage networks, and support producers. Unify insights, deliver secure omni-channel experiences, automate workflows, and attract and retain top talent — all on a single connected platform.

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Discover the power of purpose-built.

Stay ahead of what’s next with specialized insurance technology.

“With our banking apps built on Salesforce, we can deliver more services to understand communities.”

TERI WILLIAMS, PRESIDENT, ONEUNITED BANK

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Discover how Pacific Life enhances customer engagement across its U.S. retail businesses.

“The effective integration of channels across marketing, sales, and service activities is critical to delivering  a positive, brand-reinforcing experience at every touchpoint in the customer relationship.”

ADRIAN GRIGGS, CHIEF OPERATING OFFICER, PACIFIC LIFE

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Support integral B2B and B2C processes on the world's #1 CRM.

Use powerful insights to better support field reps, partners, and customers. Create a smarter, seamless customer experience to win brand loyalty and earn new business.

SEE THE SOLUTIONS

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We help top insurers innovate for what's next.

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See the solution

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See the solution

Products

Unite your teams, serve customers better, and meet your goals with the right mix of solutions and apps.

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Solutions

Solve specific industry needs and maximize value for your business with customized technologies.

Learn more

Products

Unite your teams, serve customers better, and meet your goals with the right mix of solutions and apps.

Learn more

Solutions

Solve specific industry needs and maximize value for your business with customized technologies.

Learn more

Explore the advantages of Salesforce for Insurance.

WEBINAR

The Rise of Direct Digital Insurance

See how media companies can deliver personalized and engaging consumer experiences.

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WEBINAR

How Salesforce and IVANS Deliver Automated Underwriting Solutions

Learn how deep audience insights and AI help media companies win the war for attention.

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WHITE PAPER

Accelerating Change in Insurance Distribution Through Technology

Get eye-opening media consumer insights in this competitive research paper.

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Salesforce Insurance Automated Underwriting

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Salesforce Insurance Automated Underwriting

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Trailblazer

Vox Media drives superior performance with Salesforce DMP.

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Ready to learn more about insurance solutions?

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Insurance CRM from Salesforce.

Insurance plays a critical role in our lives, and a great customer experience can enhance the process. Salesforce offers insurance CRM solutions that give reps, agents, and customers the right information, when and where they need it.

With insurance CRM, reps can reach customers on any device and channel, whether by mobile, landline, email, or social. Intelligent task prioritization helps agents proactively address the most urgent cases first. Agents can also see rich customer profiles, including life event alerts that can be leveraged for additional sales.

Customers can submit claims right from their phone with photos, and track claim progress. Salesforce insurance solutions allow policyholders to easily communicate with the right representative with more immediacy and accuracy than traditional channels.

CRM: Salesforce CRM fosters better customer relationships, helping you save money and increase profits.

Small Business CRM: Learn how Salesforce CRM can help SMBs increase sales and profits.

Cloud Computing: Force.com's cloud computing platform allows you to build business applications quickly.

CRM Sales Software: Sales software-as-a-service gives you a complete view of customers and prospects, so you can close more sales, more quickly.

CRM Software Solutions: CRM benefits every industry and enterprise. Learn more about CRM solutions for your industry.

Company Management System: Company management system for all industries by Salesforce.

Automotive CRM: Automotive CRM to help your business listen to customer and engage them at every touch point.

Communications CRM: Communications CRM from Salesforce so you can meet the high expectations of your customers.

Financial Services CRM: Create personal experiences that build customer trust and loyalty with Salesforce finance CRM.

INSURANCE OVERVIEW

Protect your customer’s dreams with Policyholder 360.

Discover the power of purpose-built.

Agencies and Brokerages

“With our banking apps built on Salesforce, we can deliver more services to understand communities.”

TERI WILLIAMS, PRESIDENT, ONEUNITED BANK

"Lorem ipsum dolor sit amet, consectetur adipiscing elit. Mauris porttitor lorem ligula, vel porta lectus ultricies eget."

Lorem ipsum dolor sit amet

Discover how Pacific Life enhances customer engagement across its U.S. retail businesses.

Support integral B2B and B2C processes on the world's #1 CRM.

We help top insurers innovate for what's next.

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Mauris porttitor lorem ligula, vel porta lectus ultricies eget.

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Mauris porttitor lorem ligula, vel porta lectus ultricies eget.

Products

Solutions

Products

Solutions

Explore the advantages of Salesforce for Insurance.

WEBINAR

See how media companies can deliver personalized and engaging consumer experiences.

WEBINAR

How Salesforce and IVANS Deliver Automated Underwriting Solutions

WHITE PAPER

Article

Salesforce Insurance Automated Underwriting

Trailblazer

Vox Media drives superior performance with Salesforce DMP.

Insurance CRM from Salesforce.

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