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.