Grow policyholder relationships with trusted data and AI.
Salesforce Customer 360 for insurance enables insurers to unlock siloed data, drive efficient growth, and deepen policyholder trust with AI-powered, purpose-built solutions. Manage core sales, service, marketing, product development, quoting, and claims from one property and casualty insurance software platform.
Insurers around the world are driving efficient growth with Salesforce.
See how N2G, winner of Celent’s 2023 Model Insurer Digital and Emerging Technologies Award, transformed its underwriting operations through automation.
Automate insurance underwriting.
Leverage a single, comprehensive, and connected platform that lets you streamline the underwriting process, boost productivity, make enriched data-driven risk decisions, and become your brokers’ preferred partner.
How it works:
Empower brokers and agents with digital submission access via portal, mobile app, or API, all with dynamic data enrichment to minimize user input.
Drive straight-through processing of digital applications, automate referrals, and give underwriters a workstation to accelerate their work.
Consolidate the underwriter’s desktop in a single application with queues, workflow automation, quote configuration, document review and generation, and premium rates.
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 underwriting automation 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. Drive profitable growth by empowering producers with trusted data and AI.
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. Boost efficiency with intelligent territory planning and route optimization. Visualize data to fuel better decisions, streamline field operations, and optimize territories faster than ever.
- Speed broker onboarding. Make it easy for producers to sign up through an interactive portal. Use recommended actions to improve relationships, plan activities, and deliver training resources. Easily monitor status from a single dashboard.
Build your property and casualty service 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.
Automate insurance claims.
Exceed policyholder expectations by providing fast, transparent, and personalized claim management experiences. Manage the entire claims lifecycle, including First Notice of Loss intake through adjudication, reserve management, payment, and more.
How it works:
Deliver highly configurable, omni-channel claim intake available via web, smartphone, contact center, and chat.
Automate claims workflows and easily surface all claims activities in a single view. Invoke rules to advance a claim through defined states. Tie actions to state transitions, such as logging, integration, notifications, and more.
Empower adjusters with access to a 360-degree view of every policyholder that allows you to deliver seamless and personalized digital claims experiences.
Deploy an end-to-end solution or integrate digital capabilities with your existing core claims system.
Build your insurance automation 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.
Intelligence for Financial Services Cloud
Help your entire team find important answers and start making data-driven decisions.
MuleSoft Anypoint Platform
Integrate data from any services system to deliver critical, time-sensitive data – all with a single platform for APIs and integrations.
Insurance Claims Management
Manage claims lifecycles across intake, adjudication, reserves, and payment.
Scale service for property and casualty.
Scale your contact center operations and empower policyholders with omni-channel self-service options. Leverage trusted data and AI to gain insights and save agents time — freeing 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 pane of glass.” 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.
Build your 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.
Slack
Bring together the right people, information, and tools to drive business.
We’re accelerating our digital transformation with Salesforce as one of the partners that will help us implement AI across our entire business, including DevOps, support, sales, and underwriting.
Shohreh AbediEVP, Chief Operations Technology Officer and Member Experience, AAA
Ready to take the next step with the world's #1 AI CRM for insurance?
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Property and Casualty FAQ
Salesforce is the world’s #1 AI customer relationship management platform. Salesforce’s Customer 360 approach for insurance 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 property and casualty insurance software. Salesforce is 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.
Property and casualty insurance software is a specialized solution that assists insurers in managing policies, claims, underwriting, and other property and casualty insurance coverage processes. Salesforce enables insurers to increase employee productivity and deepen policyholder trust.
Property and casualty insurance software is crucial for insurers, optimizing policy management, claims processing, underwriting, and overall operational efficiency. It enhances accuracy, compliance, and customer satisfaction in the insurance industry.
Property and casualty insurance software streamlines policy administration, claims processing, and underwriting, enhancing efficiency, reducing errors, ensuring compliance, and improving overall operational effectiveness and customer satisfaction.
Select the ideal property and casualty insurance software by assessing your needs, considering scalability, integration capabilities, user-friendliness, and compliance features, and ensuring alignment with your business objectives and goals.
