Salesforce: Enabling Customer-Centric Insurance

Salesforce: Enabling Customer-Centric Insurance

Written by Roger Peverelli and Reggy de Feniks - Founders The DIA Community on 25 Mar, 2021


As an increasing number of people become used to Amazon-like shopping experiences, their expectations are shaping what it takes to compete in just about every industry. Insurance is no exception. Customers and channel partners now expect instant fulfilment and high-quality service.

Standing in the way of many insurers however are systems that make it difficult to meet these expectations. Policy-centric processes, fragmented customer data and manual tasks continue to frustrate efforts to engage customers effectively.

Salesforce helps insurers respond to today’s digital imperative and become customer-centric digital businesses. Its Digital Insurance Platform and underlying Customer 360 capabilities help insurers and MGAs:

  • Rapidly innovate and iterate products without code to meet increasing customer demand for more tailored cover
  • Quickly provide customers and those serving them with omnichannel digital access to products, and seamlessly integrate transactions into end-to-end customer journeys managed on the Salesforce Customer 360 platform 
  • Automate customer and agent journeys for fast fulfilment of new business leads and quotes, instant underwriting, real-time claims, rapid policy updates and frictionless service
  • Empower brokers, agents and service representatives with the customer insights and digital tools they need to offer customers proactive trusted advice and more personaliz">

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