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LIFE AND ANNUITY

Protect more lives and livelihoods.

Be there when your customers need you. No complicated software — just human connection when it matters most.
 

Power automation and innovation to drive cost savings for life and annuity insurers.

 

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.

Bring the middle and back office together.

Power new product launches with speed and transparency.
 
 

Service Innovation for Life & Annuity

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
 
 

Automated Underwriting

Streamline the underwriting process, boost productivity, and unlock insights across your entire organization, all on a single, connected platform.
 
Digitize submissions.
Empower brokers and agents with digital submission access via portal, mobile app, or API, all with dynamic data enrichment.

Unlock automated quoting.
Drive straight-through processing of digital applications, automate referrals, and give underwriters a workstation.

Drive underwriter productivity.
Consolidate the underwriter’s desktop in a single application with queues, workflow automation, and more.

Transform online collaboration.
Message brokers, approvers, and others. Monitor progress and manage ancillary submission online and in real time.

Visualize your business.
Use graphic-rich reports to see business flows by source and underwriting stage. Leverage analytics in decisions.
 
Financial Services Cloud enables you to unify customer experiences across channels, geographies, and both consumer and commercial lines of business.

Insurance Product Administration delivers real-time digital quoting for producers and underwriters, plus end-to-end policy lifecycle management and agile product and rating management.

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.
 
N2G transformed their business with automated underwriting.
 
 

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

 
 

Quote, Rate, and Apply

Get a competitive edge with rapid deployment using agile, digital quote-to-bind processes.
 
Employ agile innovation.
Assemble coverages, map to high-speed policy rating, manage schedules, and more with a platform that supports a flexible state model and transitions.

Empower underwriters with a desktop.
Enable a holistic underwriter view of the application and account to manage documents, make pricing adjustments, approve submissions, and more.

Deliver digital quoting experiences.
Develop and configure quotes in Salesforce or in off-platform web servers. Deploy preconfigured, mobile-ready digital experiences for policyholders and producers.
 
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.
 
See how French insurance broker Verspieren offers a lightning fast quote-to-bind experience.