Key users of the solution
Policyholder
Self-service member portal for policyholders to view policy details, request policy edits, add new policies, file & track claims and appeals, upload/download documents
Sales Team
Ability to see their sales pipeline, new policies, upcoming renewals, and opportunity management
Policy/Claim Rep
Ability to pick up and action a request, claim or appeal and automate the policy changes, claims handling, approvals & appeals
Policyholder
Self-service member portal for policyholders to view policy details, request policy edits, add new policies, file & track claims and appeals, upload/download documents
Sales Team
Ability to see their sales pipeline, new policies, upcoming renewals, and opportunity management
Policy/Claim Rep
Ability to pick up and action a request, claim or appeal and automate the policy changes, claims handling, approvals & appeals
Key Solution Components
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Policy Management
Built using Salesforce Financial Services Cloud (FSC) to handle policy creation, policy updates, policy data management, and policy-related workflows.
Claims Management
Built using Salesforce Experience Cloud to provide a user-friendly interface for policyholders to submit and track claims and/or appeals.
CRM & Customer 360
Salesforce CRM provides a Customer 360 view by consolidating data from various sources. Allows Sales and Policy/Claims Reps to have meaningful conversations.
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Integrations
Real-time API-based integration to ensure seamless data exchange and synchronization between systems and 3rd party apps like DocuSign, OKTA, and Payment Gateway.
Policy Management
Built using Salesforce Financial Services Cloud (FSC) to handle policy creation, policy updates, policy data management, and policy-related workflows.
Claims Management
Built using Salesforce Experience Cloud to provide a user-friendly interface for policyholders to submit and track claims and/or appeals.
CRM & Customer 360
Salesforce CRM provides a Customer 360 view by consolidating data from various sources. Allows Sales and Policy/Claims Reps to have meaningful conversations.
Integrations
Real-time API-based integration to ensure seamless data exchange and synchronization between systems and 3rd party apps like DocuSign, OKTA, and Payment Gateway.
Solution Benefits
Increased Sales Boost policy sales per sales rep with enhanced visibility into pipeline, a central place to track and close opportunities
Increased Policy Renewals The self-service feature to allow customers to get information and renew policies themselves has proven to be a key driver of Policy Renewals
Enhanced Customer Experience Features like a single place to add, edit & update policy details and the reduced claims disbursement times, have proven to improve the CSAT scores
Increased Customer Retention Better user experience coupled by reduced time to close claims & appeals leads to improved customer loyalty and retention
Increased GWP Ultimately, boost the Gross Written Premium with increased renewals and better sales operations
Case Study