Group Insurance

Support the complex needs of Group Insurance, from quoting and enrollment to guided, omnichannel service transactions

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Overview

The Vlocity Insurance platform supports the complex needs of Group Insurance, from quoting and enrollment to guided, omnichannel service transactions with little to no code required.

  • Dynamic Quoting and Shopping Experiences
  • Member and Dependent Enrollment
  • Simplified Group Onboarding
  • Guided Service Transactions
  • Full Lifecycle Broker Management

Key Features

  • Census Intake and Tiering
  • Product Catalog
  • Product Comparison
  • Member Quoting
  • Group Plan Design
  • Group On-Boarding and Installation
  • Member and Dependent Enrollment
  • Self-Shop Community
  • Document Management
  • Business Intelligence
  • Full Lifecycle Broker Management
  • Guided Service Transactions
  • Seamless CRM and 3rd-Party Integration

Vlocity Group Insurance Customers

Unleashing Digital Transformation

with Vlocity and Salesforce

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