Give your brokers a branded, self-service interface to manage submissions, quotes and policies. Combine with Data enrichment and Automated underwriting to shorten the quote cycle, remove admin burden from your team, and provide a better service to your brokers.

Cut down on the time you spend creating and managing files. Automatically generate key policy documents and other materials, no matter how complex. Keep them stored securely and easy to access.

Skip the spreadsheet and turn your Excel rater into an integrated pricing tool. Configure the rules, then let Rater automatically generate quotes for even the most complex products. All you have to do is review and make tweaks, then send it with the click of a button.

Focus your team on the most complex quotes, and let the algorithm take care of the rest. You can create unique rules to automatically accept, decline, or refer new submissions for underwriter consideration.

Build a new billing system, or use the API to connect to your existing financial management system. In either case you’ll be able to raise invoices and set billing due dates, plus track premiums, written revenue, brokerage commissions, taxes, and MGA fees.

Whether you handle claims in-house or via a third-party, capture claim data with FNOL tools, track reserves, and build out loss runs, all in the same place. Integrate data from external claims systems to monitor performance of your book of business.

Grow your distribution network without hiring a marketing team. Take advantage of Salesforce’s built-in marketing automation tools to find new customers (and stay connected with current ones).

When you’re ready to add AI, Salesforce’s Einstein AI is here to help. From data ingestion to pricing decision making, you’ll be ready to jump on the latest technological advances as they roll out.