Make customers the focus of every insurance experience.

Manage networks and producers with better access to data. Connect front, middle, back office to provide exceptional customer service while staying up to date with compliance regulations.

Next Generation Insurance

Increase customer satisfaction and retention in a highly competitive market with personalized service. Improve digital insurance processes, launch products faster, and achieve operational excellence with a customer-first approach.

Life Insurance & Annuities

Accelerate policyholder acquisition with intelligent fact-finding, quotations, applications, and underwriting processes. Deliver guided service transactions with simplicity — in the contact center, on the web, on the agents’ desktop, and on mobile devices.

Property & Casualty Insurance

Run an insurance business in the cloud with portals, policy administration, and claims management on Salesforce. Orchestrate seamless customer journeys with customer-centric experiences for both personal and commercial lines — from quote through issue, service, and renewal.

Group Insurance

Support the complex needs of group insurance, from quoting and enrollment to guided, omni-channel service transactions.


Get agile end-to-end claims management to increase customer satisfaction and improve operational efficiency.

Service Contact Centers

Reduce handle times and make new representatives more efficient with effortless guided transactions.

Connect insurers and policyholders with Financial Services Cloud.


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.”


Explore the advantages of Salesforce for Insurance.