Insurance
Integrated Customer, Agent and Broker Management
Leaders in the insurance industry, from the largest carriers and brokers to local independent agents, are choosing salesforce.com to grow their books of business. With Salesforce CRM, insurance firms can manage relationships with customers, brokers, and agents across all product lines using a single, user-friendly application.
Salesforce.com’s Force.com platform meets and exceeds the performance, availability, and security requirements of world-class insurance firms. And with our multitenant architecture, salesforce.com can deliver rich features and functionality to every customer, regardless of size or technical sophistication.
CRM for Insurance
- Award-winning ease-of-use and point-and-click customization that drive end-user adoption
- Industry-leading CRM features to manage customer and partner relationships across product lines
- The Force.com platform to meet even the most extensive customization and integration requirements
- Pre-integrated, add-on insurance applications available via AppExchange
High User Adoption
Busy sales reps, brokers, and agents need tools that are simple to use and easy to customize. Salesforce CRM has an intuitive user interface that provides quick access to data—offline, online, or from mobile devices. Salesforce CRM's ease of use rivals that of leading consumer Web sites, resulting in high levels of adoption and customer satisfaction. Want to see for yourself? Sign up for a free trial.
Streamlined Sales-Underwriting Collaboration
Insurance firms want to streamline and standardize the process of taking a customer from submission to quote to policy. Salesforce CRM automates many of these tasks to help sales reps, brokers, and agents work more efficiently with underwriting. Salesforce CRM also provides a 360-degree customer view that crosses product lines, so reps can identify and execute on cross-sell opportunities.
Integrated Agent and Broker Management
Carriers need to optimize distribution by leveraging agents and brokers. Salesforce CRM streamlines the process of recruiting, managing, and communicating with these partners. Salesforce CRM’s agency portal simplifies carrier-agent interaction and helps you provide higher levels of service, leading partners to give you more business. Salesforce CRM’s reporting capabilities cover both direct and indirect sales, giving executives an integrated view of the business.
A Platform to Manage Your Book of Business
Salesforce CRM offers a variety of pre-integrated applications from AppExchange to help manage your book of business more effectively, without requiring you to manage additional hardware and software. The Force.com platform simplifies integration with your underwriting and billing systems. You can also add functionality instantly with insurance-focused applications from AppExchange.
