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.
Do you think you need a solution for...
- B2B Growth
- Managing Timely Order Fulfilment
- Customer Experience which is just the Best!
- Bespoke, engaging yet differentiated Customer Journey and Experiences!?
For all this and much more…
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 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...
Salesforce Vlocity Insurance Solutions for Policyholder, insurers and team Members
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.
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.
Their success stories speak for our dedication, planned efforts and technological skills...
Sales Cloud Customization Integration
Salesforce Sales Cloud Customization & Integration About Client Our client has a niche business of providing insurance
Salesforce Integration with EZLynx
Salesforce Integration with EZLynx Project Description The Client wanted Agency Management System (AMS) for managing Sales, Client,
Migration from Legacy Agency Management System (AMS)
Migration from Legacy Agency Management System (AMS) Project Description Our Client wanted Agency Management System (AMS) for
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Kimberly Donald
Our company has been highly satisfied with the professionalism of SP Tech. Some of the reasons we enjoyed working with them on this project include great communication, prompt response times, creative solutions, and friendly and knowledgeable staff. SP Tech has been a great partner and made a large and difficult conversion from Salesforce Classic to Salesforce Lightning seem easy, all the while creating custom pages and solutions to meet our company specific needs. SP Tech was ready to take on each and every challenge.
Warren Lorentz
SP Tech is a great team of proficient programmers. I highly recommend using them to build custom trading tools and web applications. They were meticulous, detail-oriented, and followed up when they had questions. I enjoy working with them.
Jordan Archie
Roshan and Tushar are amazing developers and are extremely smart when it comes to Salesforce. I highly recommend working with this team in the future you’ll get great results and an excellent product.
Ricky M
After working with many salesforce consultants/development teams, I can say that it has been extremely difficult to find a partner who could communicate frequently and effectively, and one that understands our needs perfectly. It is also critical to find a partner who can offer solutions beyond just the original expectations or desired SOW. Thinking outside of the box to provide more solutions and options to the existing problems that we are trying to solve is simply how SP Tech operates and for that reason, I plan to use them on all of our future salesforce projects. They have always been quick, transparent, and have been brilliant in execution. The quality of work is top notch and I can count on them to get it done, and go even further. Great work by the SP Tech team!
Subrina S
SP Tech’s works have helped change the company’s operations and scale and create a future sustainable business model. The team holds regular meetings, keeping track of each process and addressing requests and concerns.
Ketan Doshi
Well, SP Tech is one of best mobile app development companies that I have ever came across. I must say that have an excellent ability to understand the requirements and work accordingly. They and their team are the best and I have a seamless experience with them. I can say that the team of SP Tech has played a major role in our application.
Sandip Sheth & Associates
Development teams that I have ever came across. I got the results as I was expecting and worked exactly as I requested. Their team was excellent on their on-time deliveries and were also dedicated and qualified in their work. I got two projects done from the team, and both of them surpassed the excellence.
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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.
