See Beyond Rise Above

Customer Relationship Management for Insurance Providers

Persistent’s insurance solutions are configured using the world’s #1 CRM – Salesforce Financial Service Cloud (FSC) and Salesforce Industries, formerly known as Vlocity.

Business Benefits
Operational Benefits
  • 60% cost reduction in call centers
  • Easily manage increased policy issuance during peak seasons
  • Reduce dependency on multiple systems
  • Automation for low-to-no touch processing
  • Seamless integration with third-party applications
Business Benefits
  • Uncover upsell and cross sell opportunities
  • Reduce turnaround time for policy issuance and claim processing
  • Easily access leads and customer renewals
Technology Benefits
  • Accelerate implementation
  • Improve process efficiency by 6X
  • Pre-build modules allow for faster go-to-market opportunities
  • Designed for scalability and ease of maintenance

Solution

Our solutions are designed to boost marketing, sales, and customer service with modern, tailored functionality such as lead and opportunity management, guided selling, and a complete, shared view of the customer with Salesforce’s Customer360 – just to name a few.

Insurance claims

Insurance claims

First Notice Of Loss

First Notice Of Loss

First Notice Of Loss

Insurance Sales
Use Cases

Demonstrable Assets Used Across Stages & Solutions

Why Persistent?

Salesforce with Persistent

12+ YRS

Financial Services

2500+

Engineers

4100+

Certifications

1500+

Engagements

5/5

Csat

Salesforce Partnership
18+

Years Of Salesforce Partnership

Salesforce

Contact us

    You can also email us directly at info@persistent.com.

    You can also email us directly at info@persistent.com