Salesforce for Insurance

Enhance customer satisfaction by implementing tailored Salesforce solutions designed with the Insurance Industry in mind.
Power your business with Persistent’s domain proficiency, human-centered design, and data + AI expertise.

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Benefits

  • Tailor intelligent digital experiences that create bonds of loyalty and provide a competitive edge.
  • Revolutionize business functions by automating policy registration and examining customer demands to enhance overall service productivity.
  • Employ AI-enabled personalized experiences to create products that meet customers’ demands and drive higher retention rates and CSAT scores.
  • Leverage MuleSoft Offerings to address organizational changes with innovative opportunities through integration between all processes.
  • Improve process management, communication, and information flow along the insurance value chain.

Offerings and Solutions

Experience Cloud for Insurance
Experience Cloud for Insurance: Enhancing customer engagement in the insurance industry

Salesforce Experience Cloud is a game-changer, offering personalized digital experiences for policyholders, agents and partners. It elevates customer engagement through seamless communication, clear processes, and convenient self-service features. This innovative platform is key in building stronger, loyal relationships and standing out in a highly competitive market, marking a new era in customer satisfaction and business efficiency in Insurance.

Financial Services Cloud for Insurance: Transforming Operations for Optimal Efficiency
Financial Services Cloud for Insurance: Transforming Operations for Optimal Efficiency

Financial Services Cloud (FSC) is revolutionizing insurance operations by offering an all-in-one solution designed explicitly for insurers’ requirements. FSC for Insurance allows carriers to connect with customers, automate policy processing, and gain invaluable details on policyholders’ tastes. This solution increases operational productivity, minimizes administration hassles, and enables insurance specialists to provide better services to their policyholders.

Personalized CX for Insurance: Tailoring Solutions to Individual Policyholders
Personalized CX for Insurance: Tailoring Solutions to Individual Policyholders

Personalized customer experience (CX) for insurance is revolutionary in this age of personalization. It allows insurers to tailor products and services to particular policyholder’s demands and choices. By embracing data and artificial intelligence, insurers can customize their provision of coverages, prices, and services. A marketing strategy is critical to any Insurance company’s success because it improves policyholder retention and customer satisfaction, resulting in higher loyalty.

Data Harmonization
Data Harmonization (Data Cloud) for Insurance: Making an Informed Decision

Insurance companies harnessing Data Harmonization on Data Cloud can transform varied data sets into cohesive insights. This empowers informed decision-making across customer interactions and claims. Advanced AI integrates data, enhancing risk management and operational efficiency. It is a game-changer in the insurance field, offering a unified view for strategic decisions and significantly boosting company performance in a competitive market.

API Framework or Integration of Mulesoft
API Framework / Integration of MuleSoft: Building Connected Ecosystems in Insurance

MuleSoft’s API Framework and integration capacities are essential in creating interconnected insurance ecosystems. MuleSoft has enabled insurer operations to connect different systems, applications, and information databases. The API framework facilitates the creation of a flexible and vibrant insurance structure.

Front-Middle-Back Office or Integration Services
Front-Middle-Back Office/Integration Services: Streamlining Operations

Integration services, bridges front, middle, and back offices, and are vital in the intricate insurance industry. They facilitate smooth data flow across the insurance value chain, ensuring seamless customer interactions, efficient policy administration, and streamlined claims processing. This integration is key to operational optimization. It also enhances the insurer’s flexibility and makes the entire insurance function a cohesive entity.

Agent Desktop or Distribution Management
Agent Desktop / Distribution Management: Empowering Agents to gear for Success

The rapidly evolving insurance market demands that companies provide their agents with advanced desktop and distribution management solutions. These tools are essential for effective policy management, commission tracking, and customer engagement. By improving agents’ productivity and effectiveness, these solutions also streamline onboarding processes and optimize product placement strategies, thereby significantly boosting agents’ performance in a competitive landscape.

Managed Services MuleSoft, FSC, CPQ: Driving Operational Excellence in Insurance
Managed Services MuleSoft, FSC, CPQ: Driving Operational Excellence in Insurance

Managed Services, MuleSoft, FSC, and CPQ are driving operational excellence in insurance. Managed Services allow businesses to focus on core activities with added technical support and efficiency. CPQ simplifies product and service quoting, while MuleSoft offers agile responses to business changes, leading to innovative opportunities. FSC tailor’s solutions for commercial banking, improving customer relationship management and credit assessment.

Related Accelerators and Offerings

Enabling a leading healthcare provider with process automation and better collaboration

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Enabling a leading Indian life insurance provider to reach broader target market

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 Persistent Services and Industries Listing

Enabling a leading healthcare provider with process automation and better collaboration

Read the Story

 Persistent Services and Industries Listing

Enabling a leading Indian life insurance provider to reach broader target market

Read the Story

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Why Persistent?

Extensive Expertise with Salesforce

Through our 19+ year partnership with Salesforce we’ve delivered 1,500+ Salesforce engagements while growing our global practice with 2,800+ Salesforce Engineers, 150+ GenAI and 7180+ Salesforce certifications.

Industry Solutions and Accelerators

With our deep industry expertise, we have developed industry solutions and accelerators for Healthcare and Life Sciences, Banking and Financial Services, CPG, Retail, and Manufacturing.

Consistent Client Satisfaction

We have a 5 out of 5 CSAT Score and a global delivery model that delivers cost benefits for our customers.

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    You can also email us directly at info@persistent.com

    You can also email us directly at info@persistent.com