From Policies to Endless Possibilities

From policy management to claims processing, Salesforce ensures seamless operations and exceptional client experiences.

Elevate customer experiences, drive operational excellence, and stay ahead in the dynamic insurance market with Salesforce for Insurance. We can help you leverage this tailored solution, built specifically for insurance professionals, to streamline operations and gain a 360-degree view of each customer that will help you foster trust and build lasting client relationships.

We’ll focus on your Salesforce, so you can focus on what matters most: serving your customers.

Agencies & Brokerages

We can help you implement Salesforce to gain a better understanding of customers' needs with connected data and actionable insights, leading to increased customer satisfaction, scaling, and efficiency.

Life & Annuity

Be there for you customers when and where they need you the most. Our team can help you deliver the best customer service across multiple channels, allowing for reduced handling times and better retention.

Group Benefits

Salesforce is the perfect place to manage the entire benefits lifecycle on a single connected insurance CRM platform. We’ll help you scale faster with automations that will reduce errors and increase productivity.

Property & Casualty

We can help you stay ahead in today’s digital world with seamless customer service experiences at a reduced cost. We’ll help you automate complex processes like claims and underwriting to maximize efficiency.

Customer-Focused Experiences

We can help you unleash the power of the Salesforce platform to create personalized and meaningful interactions, allowing you to understand your customers on a deeper level, anticipate their specific needs, and build lasting relationships. With comprehensive, unified data on a single connected platform, you’ll be able to seamlessly manage policies, claims, customer interactions, and more.

Custom Implementation

Our team of Salesforce experts will work closely with you to understand your unique business needs. We’ll tailor Salesforce to fit seamlessly into your insurance operations, ensuring a smooth transition and minimal disruption. Additionally, we’ll make sure your solution can easily scale to adapt for your changing needs and ensure success long-term.

Our Salesforce Certifications

When you work with us, you’ll gain full access to our team of Salesforce experts. Collectively, our team has over 30 certifications (and counting), so you know you’ll be getting the superior service and expertise that you need to take Salesforce to the next level.