See how AI is revolutionizing financial services at World Tour NYC and streaming live on Salesforce+ on December 14.
Register for free. >
Register for free. >
PROPERTY AND CASUALTY
Protect what matters most: relationships.
Put policyholders at the center of every insurance interaction to stay ahead in increasingly digitized markets.
Power automation and innovation to drive cost savings for property and casualty insurers.
Develop and deploy products faster.
Respond to market demands quickly with a digital platform for rapid innovation.
Automate to accelerate.
Turn complex business processes into seamless workflows, all in one place.
Be a service superstar.
Transform contact center operations to deliver exceptional customer service, retention, and growth.
Service Innovation for Property & Casualty
Provide a rich digital experience for customer service interactions and reduce cost to serve.
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.
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
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.
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.
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.
Ascot Array accelerates submission response time 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.
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.
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
Explore resources for property and casualty.
Webinar
Learn how Salesforce and IVANS deliver automated underwriting solutions.
Report
Read about trends in financial services and what’s next.
