Deliver truly personalized service that policyholders demand.

Empower your CSRs with data-driven guided experiences that exceed customer expectations.

Unlock the full power of the world’s #1 CRM platform for property and casualty, life and annuities, and group insurance. Get unparalleled 360-degree views of every policyholder with Financial Services Cloud. Use Vlocity’s middle- and back-office engines to enable straight-through processing of any policy transaction. Start with Marketing Cloud to deliver personalized journeys at every step of the customer lifecycle, across every channel, on any device. Use Service Cloud Digital Engagement to connect with customers through secure portals, chat, messaging, and social media. Enable unified contact center experiences, using the MuleSoft integration and API platform. And provide automated, conversational, and intelligent service with Einstein Bots.

Customer Success Story


Salesforce is going to accelerate our ability to leverage all our information and take action on it.”

Peter Moreau, Chief Information Officer

See how to deliver service that builds trusted relationships with policyholders.


Salesforce partners have carriers, agents, and brokers covered.

Give service reps instant access to core insurance operations with Guidewire ServiceRepEngage. Enable sales and servicing staff to work together efficiently with Applied Epic. Let producers plan effective cross-sell and renewal strategies with Vertafore AMS360 Connect. Empower CSRs and agents with Duck Creek’s P&C insurance workflow processes, configuration tools, data, and content.

Explore the advantages of Salesforce for Insurance.




Customer Story



White Paper

The world’s #1 CRM for insurers has you covered.

Contact us and we’ll get you started on transforming your business — and connecting to your policyholders in a whole new way.