Unlock the value of data and AI for policyholders.
Unlock trapped data and automate processes with AI-powered insurance workflow software. Efficiently grow your life insurance and annuity book of business while building deeper policyholder relationships.
Insurers around the world are driving efficient growth with Salesforce.
Automate insurance underwriting.
Become your broker’s preferred partner. AI-powered digital capabilities let you streamline the underwriting process, boost productivity, and unlock insights across your entire organization, all on a single, connected platform.
How it works:
- Digitize submissions. Empower brokers and agents with digital submission access via portal, mobile app, or API, all with dynamic data enrichment to minimize user input. Rapidly scale automated underwriting across producers by connecting with leading distribution platforms.
- Unlock automated quoting. Drive straight-through processing of digital applications, automate referrals, and give underwriters a workstation to accelerate their work.
- Drive underwriter productivity. Consolidate the underwriter’s desktop in a single application with queues, workflow automation, quote configuration, document review and generation, and premium rates.
- Visualize your business. Use graphic-rich reports to see business flows by source and underwriting stage. Leverage 360-degree broker views and deep portfolio analytics in decisions.
Build your insurance distribution management solution with these Salesforce products:
Financial Services Cloud
Unify customer experiences across channels, geographies, and both consumer and commercial lines of business.
Insurance Product Administration
Deliver real-time digital quoting, end-to-end policy management, and product and rating management.
Experience Cloud
Quickly launch data-powered sites, portals, and apps, connected across the customer journey.
Tableau
Boost productivity and decision-making with the world’s leading AI-powered analytics platform.
Slack
Bring together the right people, information, and tools to drive business.
MuleSoft Anypoint Platform
Integrate data from any services system to deliver critical, time-sensitive data – all with a single platform for APIs and integrations.
Optimize insurance distribution management.
Equip your teams with tools to view and manage distribution partners and automate workflows.
How it works:
- Accelerate sales performance. Analyze, score, and allocate resources to optimize your distribution partner strategy in a single view. Simplify agency management – including insight-driven meeting prep and follow-ups – with generative and predictive AI.
- Improve territory management. Drive straight-through processing of digital applications, automate referrals, and give underwriters a workstation to accelerate their work.
- Speed broker onboarding. Consolidate the underwriter’s desktop in a single application with queues, workflow automation, quote configuration, document review and generation, and premium rates.
Build your insurance distribution management solution with these Salesforce products:
Financial Services Cloud
Unify customer experiences across channels, geographies, and both consumer and commercial lines of business.
Marketing Cloud
Personalize customer experiences and optimize each campaign with data-first solutions for any channel and device.
Experience Cloud
Quickly launch data-powered sites, portals, and apps, connected across the customer journey.
Intelligence for Financial Services Cloud
Help your entire team find important answers and start making data-driven decisions.
Slack
Bring together the right people, information, and tools to drive business.
MuleSoft Anypoint Platform
Integrate data from any services system to deliver critical, time-sensitive data – 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.
Stacey GoodmanChief Information Officer, Prudential
Scale service for life and annuity.
Salesforce empowers insurers to scale their contact center operations, saving agents time and freeing up those resources for more complex cases or higher value tasks.
How it works:
- Delight policyholders with self-service. Empower customers with smart solutions, reduce inbound calls, capture digital interactions, and improve operational efficiency.
- Drive agent efficiency. Increase agent/rep productivity by auto-generating responses, providing conversation insights, summaries, and knowledge articles – all through a single view. Personalize customer support by integrating chat bots to find and answer specific information.
- Enable client swarming. Accelerate case resolution by collaborating with experts to resolve issues and ensure satisfaction.
- Generate better insights. Access dashboards and generated narratives that show the impact of carrier and agency interactions, rate activity, claims, and underwriting impacts with life insurance management software.
Build your scalable service solution with these Salesforce products:
Financial Services Cloud
Unify customer experiences across channels, geographies, and both consumer and commercial lines of business.
Service Cloud
Automate financial transactions and processes, and streamline workflows that drive customer satisfaction.
MuleSoft Anypoint Platform
Integrate data from any services system to deliver critical, time-sensitive data – all with a single platform for APIs and integrations.
Keep up with the latest insurance trends, insights, and conversations.
Ready to take the next step with the world's #1 AI CRM for insurance?
Start your trial.
Try Financial Services Cloud free for 30 days. No credit card. No installations.
Talk to an expert.
Tell us a bit more so the right person can reach out faster.
Stay up to date.
Learn how Salesforce for financial services empowers customers' financial success.
Life and Annuity FAQ
Salesforce is the world’s #1 AI customer relationship management platform. Salesforce’s insurance workflow software empowers insurers and their distribution partners to manage all core operations — front, middle and back office — from one system.
Salesforce has an open API architecture that integrates with other insurance workflow software systems. The platform is also enabled with purpose-built solutions for processes from product modeling to policy and claims management. Harmonize data from multiple systems and gain insights for growth.
Contact centers face challenges with siloed systems, making CSRs navigate multiple platforms. Salesforce, an open platform, integrates with core policy and claims systems. AI capabilities like Einstein enable CSRs to anticipate customer needs, keep policyholders informed, and reduce call volumes.
Life insurance workflow management software is a specialized tool that automates and organizes the processes involved in life insurance, including policy issuance, underwriting, claims processing, and client interactions.
Life insurance workflow management software is essential for optimizing efficiency, reducing errors, and enhancing customer experience in the life insurance industry. It automates and streamlines processes, improving overall operational effectiveness.
Life insurance workflow management software streamlines processes, enhances efficiency, reduces errors, improves customer service, ensures compliance, and accelerates policy issuance, ultimately boosting operational effectiveness and business growth.
Choose the right life insurance workflow management software by assessing your specific needs, considering scalability, automation features, ease of integration, user-friendliness, and ensuring alignment with business objectives.