#insurance
13 posts
Financial Services Cloud for Insurance: Feature Breakdown vs Custom Objects
A practical breakdown of what Salesforce Financial Services Cloud includes for insurance firms, and what you'd need to build yourself if you went the custom objects route instead.
Connecting Applied Epic to Salesforce: The Real Story
Two paths, real costs, and what we've actually learned after implementing this integration for multiple agencies.
Hipten and PipeLaunch Partnership
HipTen partners with PipeLaunch to automate prospecting and data enrichment for Salesforce users.
Insurance Companies Respond to COVID-19
How major insurers like Liberty, State Farm, Geico, and Allstate stepped up with relief programs during COVID-19.
Insurance Industry Game Changer: Salesforce To Acquire Vlocity
Salesforce's 2020 acquisition of Vlocity and what it means for insurance carriers, agents, and digital transformation.
Crisis Communication And Insurance: 4 Ways To Bridge The Gap
Four practical ways insurance companies can improve communication with agents and clients during a crisis.
5 Reasons Insurance Companies Should Be Using Salesforce
Five key reasons insurance companies benefit from Salesforce, from streamlined data to automated workflows.
Dreamforce 2019 Learnings
Key takeaways from Dreamforce 2019 including Financial Services Cloud for Insurance, Einstein AI, and Service Cloud Voice.
Salesforce for Insurance Companies: Loss Control
How Salesforce supports insurance loss control with account management, field service, and business intelligence.
CRM Integration for Your Insurance Company
Why insurance companies need Salesforce CRM integration for better tracking, records management, and competitive advantage.
Benefits of a Self Service Portal for Insurance Companies
Five benefits of Salesforce self-service portals for insurance companies, from cost reduction to improved customer experience.
5 Ways to Improve Customer Support for Insurance Companies
Five practical strategies for insurance companies to improve customer support using digital tools and Salesforce CRM.
Insurance Policy Number Management Made Easy
How online policy management systems in Salesforce benefit both insurance customers and companies.