Unleashing Digital Transformation
with Vlocity and Salesforce
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Accelerate policyholder acquisition with intelligent fact-finding, quotations, applications and underwriting processes. Deepen customer relationships with active calls lists and rules-based profiling. Deliver guided service transactions with simplicity - in the contact center, on the web, on the agents desktop and on mobile devices.
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The Vlocity Insurance platform allows business and IT teams alike to create guided, omnichannel experiences across the Life and Annuity customer journey with little to no code.
Captive or independent agents can manage and grow their book business easily from the office or the field. View customer history and intelligent profiles, launch campaigns, recommend products and riders, bind new policies, and provide customer service from a single platform on a desktop, tablet or smartphone.
Eliminate friction with brokers by providing a seamless platform for conducting business with you. View consolidated client data in one place and easily manage outstanding quotes, in-process applications, and upcoming renewal opportunities. Generate a quote and bind a new policy in minutes from any device, and provide ongoing service to clients.
Give your customers the ability to self-serve from any device, any time of day. Access a 360-degree account view and easily launch transactions like getting a quote, adding a beneficiary, requesting a loan, or changing an address.
Optimize channel manager and wholesaler productivity with the right tools and data. Monitor producer productivity, build marketing and call lists, deliver quotes and sales support, and provide producer servicing, all from a desktop, tablet or phone.
Reduce call handle times and train new agents quickly with guided, digital service transactions. Integrate disparate systems into seamless workflows, and tailor data and actions by caller type. Algorithm-driven offers and content can turn service calls into sales opportunities.
Provide your underwriters with a holistic account view and the ability to review medical data, make adjustments, approve exceptions, and add exclusions as part of a seamless workflow.
