360 degree cloud technologies pvt. ltd.


  • Flag_of_the_United_States


    +1 309 316 7929
  • Flag_of_the_United_Kingdom


    +44 789 703 1106
  • Flag_of_Australia_converted


    +61 4800 94870
  • Flag_of_India


    +91 852 756 6393
  • Flag_of_India


    +91 806 902 7856
360 degree cloud technologies pvt. ltd.

Empower your Insurance Business with Salesforce

Insurance Business
Listen to this article

These are the times of digital transformation and the insurance industry is surely in catch-up mode. New competition from insurers can be a wake-up call that your insurance business needs to focus on serving customers virtually too.

Even if you aren’t updated with the technology yet, there are still many options to consider that could serve you with the benefits of autonomous finance, which allows you to use artificial intelligence (AI) and automation so you can deliver optimized experiences to your customers.

Key Areas in your Insurance Business You Need to Transform 

If you want to stay stable and longer in the insurance business, implementing digital technologies is no longer a choice. 

You need to consider the following key areas that you need to digitally transform to keep growing in the insurance industry.

1. Focus on policyholders and producers

Customer needs should be the center of your focus when you’re considering digital transformation. It is difficult for insurers to reach customer-centricity when they are using complex distribution methods of their legacy systems. 

Thus, it is essential that insurance companies should be agile and keep up with the expectations shift of customers.

Consider going with a digital customer-centric core platform to achieve the agility your business needs. The platform will allow insurers to create new products, automate operations, and deliver omnichannel experiences to serve policyholders better.

2. Work on building customer trust

As the insurance sector is a people-driven industry, it is important to focus on improving relationships. You need to understand that simply adding technology will not going to replace the importance of relationships.

You need to work on merging the human aspects with digital capabilities so you can achieve better outcomes for your business. There’s a lot you can do here, from self-service opportunities to utilizing insights in a better way to recommend personalized offers for clients.

Salesforce allows insurance agents to access a full view of customers so they can better understand the specific needs of each client. Having access to customer data helps insurers to anticipate questions and reach customers proactively to quickly address their concerns, which ultimately leads to building improved, deeper relationships.

3. Automate operations

As customer expectations and needs keep increasing and changing, tasks on the plate of insurance agents keep on increasing. All this burden would make them more bogged down with administrative tasks that are extremely time-consuming.

That’s where leveraging Salesforce for insurance will help you automate your processes to free agents to focus on more important tasks and relationship building. 

For example, an agent can easily use an online or customized calculator to create a quote and issue the policy without having to do it all manually.

Implement Salesforce to Boost Your Insurance Business

The insurance industry is all about understanding customers and satisfying them in the best possible way. That’s where you need to focus more on maintaining effective relationships with clients. Implementing Salesforce can help you with it, evaluating customer information and gaining insights about their preferences. 

There’s a lot more you can achieve and Salesforce for insurance can help you with that. Talk to our Salesforce Certified consultants to uncover features that will work well for your business.

Salesforce implementation