Create Revolution and Achieve Business Goals with Digital Insurance Journey

Vlocity Insurance Solutions can help you transform the digital customer experience you have been wanting to offer to your customers.

Digital Insurance

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Salesforce Vlocity Insurance

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Salesforce Vlocity Insurance Service is the right choice for you!

Vlocity and Financial services

Financial services organizations can use Vlocity insurance solutions to boost productivity, manage pipelines, drive renewals, target cross-sell possibilities, and ultimately close more business. Our experts at have considerable experience in both personal and commercial insurance domains with an emphasis on:

  • Providing with the correct tools at the right time, help qualify prospects and grow business.
  • Renewals can be automated so you don’t miss out.
  • Integrating with agency management systems, claims management tools, and other tools to improve the client, agent, and broker experience.

Learn how we serve insurance carriers in addition to our extensive understanding of Vlocity insurance solutions.

Vlocity and Financial Services
Vlocity and Healthcare Insurance

Vlocity and Healthcare Insurance

Members nowadays want a more personalized, linked experience. Vlocity provides Payers with industry-specific cloud and mobile software that integrates digital, omnichannel operations, resulting in better experiences for members and member relations team members.

A more intuitive member experience necessitates the organization of the data needed to effectively serve them in an easy-to-understand style. Payers can use Vlocity health insurance solutions to streamline engagement procedures and connect important member touchpoints.

Learn how Vlocity and related technologies help health insurers.

Our Process for Salesforce Vlocity Insurance Services makes us the right fit for you...

Discover the Business Needs
Configure & optimize for better ROI
Review of every step for improvements
Deployment of changes post testing
Creation of Easy-to-use User Guide
Active & Pro-active Support

Salesforce Vlocity Insurance Solutions for Policyholder, insurers and team Members

Add to your Efficiency and productivity; offer better engagements and transparency.
Salesforce Work Yard

Comprehensive Digital Quote-to-Bind

Customers and agents want self-service capabilities on their preferred devices. You can provide this experience with Vlocity by transferring the full quote-to-bind process to the cloud on the versatile Salesforce platform.

Vlocity enables straight-through processing with omnichannel availability, and because it’s built on Salesforce, you can take advantage of all of the platform’s features to deliver AI-powered add-ons, provide agents with whitespace insights, and send abandoned quote requests to a nurture campaign, among other things.

Seamless Digital Claim Experience

Expectations among policyholders have altered to include lightning-fast smartphone experiences and completely transparent claims handling. According to Ernst & Young, 87 percent of policyholders say their claims experience influences their decision to stay with particular insurance.

With an end-to-end claims management solution built entirely on Salesforce, Vlocity enables you to meet these objectives. Using Vlocity’s Omni script technology in a mobile, desktop, or call center environment provides your policyholders with a dynamic first notice of loss (FNOL) experience.

Digital Claim Policy
Salesforce Digital Quote

Easy Online Policy Administration

Vlocity’s native integration tools are used by many insurers to make links to their existing Policy Administration System.

Once the policy is released, however, Vlocity’s system features powerful Policy Administration capability. Vlocity can handle a variety of insurance transactions, including automated renewals and out-of-order endorsements. Vlocity also keeps account of earned premiums from the time a policy is issued until the time it is terminated, as well as providing a coverage verification service.

Support Center

By providing agents with a single engagement layer, you may cut call handling times and training time by integrating Vlocity into your contact center. Transactions may be completed with just a few clicks and without leaving the Salesforce platform by simplifying connectivity with external systems.

With a Support Center, Vlocity can significantly improve compliance. The call center agent can use Vlocity Tracking to click on an icon near the data being discussed. On the call notes, these capture customized, time-stamped content. Einstein and reporting can employ tracking data for trend analysis and audits.

Salesforce Support Center

Know everything about Vlocity Pricing in Detail.

Their success stories speak for our dedication, planned efforts and technological skills...

Salesforce Integration with EZLynx

The Client wanted Agency Management System (AMS) for managing Sales, Client, Documents, and Security along with integration with Salesforce. Additionally, the objective included PL rater integration as well as IVANS-Carrier Downloads.

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Our clients want to speak their hearts out!

Read more about how Salesforce can help your business!

Want to start with transforming Digital Insurance solutions for your customers?

Here are some of the commonly asked questions related to Salesforce Vlocity Insurance.

We provide Salesforce Industries (Vlocity) Health Services, which allows organizations to access all data from the cloud, lowering ownership costs, improving user experience, and simplifying health plan servicing and onboarding.

 How can it be of assistance to you?

 Health-Care Administration

 Network Administration

 Management of Distribution

 Engagement in Service

With 87 percent of policyholders believing that the claims experience influences their decision to stay with insurers, rapid and transparent claims processing has become a critical component of a digital insurance experience. Salesforce Industries Financial Services Cloud – Insurance, previously Vlocity, accelerates the digital transformation. With cloud-based claims management – from initial notice of loss to auto-adjudication to reserve and payment – handling of payments Native and complementary, Financial Services Cloud by Salesforce Industries – Insurance effortlessly. Easily links to a vast AI network and incorporates the customer’s claims experience into their overall relationship as well as other technological solutions.

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