Salesforce for insurance companies
Optimize your sales and improve customer relationships with Salesforce solutions for the insurance industry.
Number one CRM for the insurance industry
Optimized sales
Thanks to customer self-service options, automated quoting and detailed analytics, Salesforce makes it easier for insurance agents to improve their quote-to-bind ratios. After that, the system allows the entire policy cycle to be monitored, which increases the opportunity for repeat business.
Strengthened customer relations
Salesforce makes even the notoriously underinsured millennials happy to work with you. It provides an entirely digital, mobile-first issuing and claims processing experience. It analyzes customer data to help insurance agencies offer relevant policies and personalize discussions with prospects. Finally, the Salesforce platform automates many repetitive tasks, dramatically reducing claim handling time and increasing customer satisfaction.
Key points
All insurance processes are managed in one place
The product works out of the box and can be customized
Detailed customer analytics is provided
Automated reporting saves time on administrative tasks
Self-service features let customers buy policies online
Insurance solutions that agencies love
There are numerous reasons for Salesforce continuously earning the top spots in the insurance CRM ratings. Thanks to its advanced features and flexibility, it brings many benefits to the table.
Maximum automation
- Salesforce takes over routine tasks, leaving employees time to work on more important ones.
- It covers all the insurance processes, from estimation to reporting.
- Setting up and tweaking automation doesn’t require coding knowledge.
Low maintenance
- Salesforce requires a low initial investment compared to a custom CRM.
- No special hardware is needed, and it is accessible via browsers and mobile apps.
- The IT department workload is low.
Comprehensive solution
- Salesforce provides a 360-degree view of policyholders, from an opportunity stage and throughout the entire contract duration.
- It provides a single knowledge base so your customers can learn about your products in one place and at their own pace.
- It can be easily integrated with other systems to access all the information from a single point.
Great analytics
- Salesforce provides detailed data on customers so you can offer relevant products.
- It enables forecasting mechanisms to help you predict trends.
- It offers visualized, easy-to-understand reports.
A solid response to insurance industry challenges
Salesforce contains solutions to the challenges that the insurance industry faces daily. At times when the speed and quality of customer service are more important than ever, it offers tools to meet the demands of the modern policyholder.
Overview of Salesforce products for insurance companies
Recommended for
Guaranteed outcomes
Financial Services Cloud
Recommended for
- Damage claims management takes disproportionately long
- The underwriting process needs to be optimized and streamlined
- Processing referrals is hard and messy
Guaranteed outcomes
Effortless claims management and FNOL processing, automated referral processing and scoring, and streamlined work with independent agents.
Sales Cloud
Recommended for
- Estimation and quote generation take too much time
- You don’t have a system to accurately forecast your sales and monitor your pipeline
- You want to regularly remind customers to renew their policies
Guaranteed outcomes
Increased sales and a better understanding of your customers.
Marketing Cloud
Recommended for
- All your promotional activities are managed with different software
- You want to map the customer journey and understand how it can be improved
- You want to personalize your messages to every prospective customer
Guaranteed outcomes
More leads, a deeper knowledge of customer journeys, and higher engagement across all marketing channels.
How Salesforce implementation works
Salesforce implementation with Vention takes just 6 simple steps.
Requirements
We learn as much as possible about the way you do business in order to suggest the best ways to achieve your specific goals.
Consulting
We create a detailed Salesforce implementation plan and set measurable KPIs to ensure we are moving in the right direction and on schedule.
Development
This is the point at which our technical specialists tune Salesforce products to perfectly fit your company’s business processes. The changes can be as simple as renaming fields in forms, or as complex as creating entirely new features.
Testing
We make sure your system performs as well as it should and eliminate any errors and inconsistencies.
Release
We make your Salesforce solution available to your employees, train them, and help your business adopt the new system without hassle.
Continuous enhancement
With a tool as powerful as the Salesforce platform, the sky is the limit. We can keep working with you, adding new capabilities to your system and keeping it running at peak performance.
Our Salesforce services for insurance companies
Salesforce end-user training
Salesforce support
Why choose Vention?
Expertise
- Salesforce projects delivered for Fortune 500 companies and SMEs
- Salesforce Consulting Partner status
- Profound knowledge of general and insurance-specific Salesforce offerings
Care
- Focus on business value first and technical details second
- Willing to offer different cooperation models to best fit your project specifics
- Team selection based on your preferences and the peculiarities of your business
Solid team
- 60+ experienced Salesforce pros on board
- Product mindset and motivation to do our best for end users
- Available for trips to your office if needed
Project showcase
Case studies
Unlimint
Sungage Financial
