Give your producers, brokers, and agents the world’s number 1 relationship management platform to support and deliver omni-channel experiences for each and every policyholder and client.
Many insurance carriers struggle to deliver on basic digital experiences, with legacy applications posing the most common obstacle to digital transformation. With Financial Services Cloud (FSC), Salesforce provides the platform that allows insurance brokerages and agencies to overcome legacy constraints and transform their businesses.
FSC is everything you love about Salesforce CRM, now tailored for insurance agents and brokers with a full suite of tools such as:
- Special insurance data model in Salesforce to support policies, coverage, and claims management
- Over 200 out-of-the-box Workflows you can customize and build from
- Cases, Tasks, and Interaction information, all at a glance
- Ability to build Households to cross-sell and deepen policyholder relationships
- Lead and Opportunity management and tracking
- Complete transparency across the entire company with accurate Reports & Dashboards
- Future-proof and scalable infrastructure that lets you act quickly on new opportunities