Elevate the customer experience with seamless claim and appeal creation and tracking, along with convenient policy and document management. Experience a revolutionary approach that not only reduces the cost of sales operations but also empowers your sales team to excel in policy renewals and net new sales. With a user-friendly CRM at their fingertips, your team will achieve new heights of productivity, efficiency, and customer engagement, closing deals faster than ever before.
Key users of the solution
- Policyholder: Self-service member portal for policyholders to view policy details, request policy edits, add new policies, file & track claims and appeals, upload/download documents.
- Sales Team: Ability to see their sales pipeline, new policies, upcoming renewals, and opportunity management.
- Policy/Claim Rep: Ability to pick up and action a request, claim or appeal and automate the policy changes, claims handling, approvals & appeals.
Key Solution Components
- Policy Management: Built using Salesforce Financial Services Cloud (FSC) to handle policy creation, policy updates, policy data management, and policy-related workflows.
- Claims Management: Built using Salesforce Experience Cloud to provide a user-friendly interface for policyholders to submit and track claims and/or appeals.
- CRM & Customer 360: Salesforce CRM provides a Customer 360 view by consolidating data from various sources. Allows Sales and Policy/Claims Reps to have meaningful conversations.
- Integrations: Real-time API-based integration to ensure seamless data exchange and synchronization between systems and 3rd party apps like DocuSign, OKTA, and Payment Gateway.
Solution Benefits
- Increased Sales: Boost policy sales per sales rep with enhanced visibility into pipeline, a central place to track and close opportunities.
- Increased Policy Renewals: The self-service feature to allow customers to get information and renew policies themselves has proven to be a key driver of Policy Renewals.
- Enhanced Customer Experience: Features like a single place to add, edit & update policy details and the reduced claims disbursement times, have proven to improve the CSAT scores.
- Increased Customer Retention: Better user experience coupled by reduced time to close claims & appeals leads to improved customer loyalty and retention.
- Increased GWP: Ultimately, boost the Gross Written Premium with increased renewals and better sales operations.
