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Salesforce for insurance companies

Optimize your sales and improve customer relationships with Salesforce solutions for the insurance industry.
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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.

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.

Mobility

Customers and agents can access the relevant features of the system from anywhere and at any time.

Efficiency

Self-service, flexible templates, and straightforward analytics make working with or for your company much easier.

Better
relationships

Through automatic notifications, referral management, and insurable asset data you will be an important partner for every policyholder.

Improved
cooperation

By bringing the data from different departments together and integrating partners and independent agents, you will be able to sell more and better.

Talent
retention

An intuitive UI and automation of daunting tasks mean that A-class employees feel more productive and willing to stay with you for longer.

Overview of Salesforce products
for insurance companies

Salesforce provides several useful products for insurance agencies. Each of them focuses on a different business area, so they can be used separately or together. This is how you can benefit from each of them.

Financial Services Cloud
RECOMMENDED WHEN
  • 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 WHEN
  • 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 WHEN
  • 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 iTechArt 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.
1. Requirements
2. Consulting
3. Development
4. Testing
5. Release
6. Continuous enhancement

Why iTechArt

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

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