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GROUP BENEFITS

Make simplicity a group benefit.

Manage the entire benefits lifecycle on a digital platform built to connect your teams, reduce unnecessary steps, and scale fast.
 

Power automation and innovation to drive cost savings for group benefits insurers.

 

Digitize processes from quote to claim.

Replace manual, inefficient processes with simplified, digital management of the entire lifecycle.

Pump up your pipeline.

Generate opportunities and close faster when you connect sales and marketing on a single platform.

Stand out for stellar service.

Provide policyholders with modern contact center experiences, self-service options, and omni-channel support.
 
 

Service Innovation for Group Benefits

Reduce handle times and make new representatives more efficient with guided transactions.
 
Empower customers to self-serve.
Present knowledge base and chatbots with modern, conversational UI.

Provide assistance quickly.
Enable CSRs to pull up information right away, all in a unified system.

Resolve the issue completely.
Connect the middle and back office workflow for improved orchestration with all your teams.

Anticipate customers’ future needs.
Understand what's important to your customers with unified interaction data and AI

Deliver continuous data-driven engagement.
Deliver relevant messages to your customers across every channel.
 

Financial Services Cloud enables you to unify customer experiences across channels, geographies, and both consumer and commercial lines of business.

Service Cloud allows you to automate your processes, streamline your workflows, and deploy the right agent at the right time.

MuleSoft Anypoint Platform lets you integrate data from any system to deliver critical, time-sensitive projects — all with a single platform for APIs and integrations.

 
"Salesforce Financial Services Cloud has been great for us because we’ve built a holistic self-service experience, especially in our contact center where customers can do simple tasks."
Stacy Goodman, CIO, Prudential
 
 

Distribution Management

Enable marketing managers to run promotions to independent brokers and agents. Enable sales channel and territory managers to efficiently onboard brokers while analyzing their pipeline.
 
Optimize broker strategy.
Inform broker and independent agent strategy with a producer contribution dashboard.

Facilitate broker onboarding.
Make it easy for producers to sign up through an interactive producer portal.

Plan broker engagements.
Use recommended actions to improve producer relationships, plan activities with workflows, and deliver training resources for agents.
 
Financial Services Cloud enables you to unify customer experiences across channels, geographies, and both consumer and commercial lines of business.

Marketing Cloud allows you to build and manage personalized customer journeys.

Experience Cloud lets you quickly launch data-powered sites, portals, and apps, connected across the customer journey.

CRM Analytics for Financial Services Cloud helps your entire team find important answers and start making data-driven decisions.

Slack brings together all your teams with the apps and data they need in a single, collaborative workspace.

MuleSoft Anypoint Platform lets you integrate data from any system to deliver critical, time-sensitive projects — all with a single platform for APIs and integrations.
 

“Financial professionals expect the same personalized touchpoints and convenience when working with institutions as they get from their favorite consumer app experiences.”

ROB GOODMAN, ASSISTANT VP, CRM PROGRAM OWNER, PACIFIC LIFE

 
 

Automated Claims

Provide customers with a fast, personalized, and hassle-free claims experience with customer-centric claims management.
 
Personalize claims service.
Give claims handlers insights and digital tools to deliver more personalized experiences.

Automate customer journeys.
Instantly fulfill claims experiences from self-service FNOL to settlement and lower costs.

Deliver omni-channel experiences.
Give customers, agents, and adjusters real-time omni-channel access to claims info and processes.
 
Financial Services Cloud enables you to unify customer experiences across channels, geographies, and both consumer and commercial lines of business.

Service Cloud allows you to automate your processes, streamline your workflows, and deploy the right agent at the right time.

CRM Analytics for Financial Services Cloud helps your entire team find important answers and start making data-driven decisions.

MuleSoft Anypoint Platform lets you integrate data from any system to deliver critical, time-sensitive projects — all with a single platform for APIs and integrations.
 
"We’ve created a claims reporting platform using Salesforce technology with our customers top of mind"

Jeff Dailey, CEO, Farmers Insurance
 
 

Invest in customer loyalty with digital-first experiences.

Explore resources for group benefits.