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.

Sample of few other solutions that we offer:

Insurance claims

Insurance claims

Unassisted

First Notice Of Loss

First Notice Of Loss

Unassisted Chat & Self-service

First Notice Of Loss

Insurance Sales

Unassisted

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
Client Success

An Independent Insurance Claims Management company optimizes Claims and Administration processes

22% cost reduction in claims & administration over 3 years; 100% SLA adherence & end-to-end ownership of application

Client Success

A global Reinsurer achieves a 360-degree customer view

Migrated 150 users to Lightning Experience; Global rollout of a central CRM solution; Boosted x/up-sell opportunities

Client Success

Leading Indian Insurance company implements Salesforce to manage sales and leads processes

Streamlined CRM & lead management; Provided transparent control over Sales process

Client Success
 Persistent Services and Industries Listing

An Independent Insurance Claims Management company optimizes Claims and Administration processes

Client Success
 Persistent Services and Industries Listing

A global Reinsurer achieves a 360-degree customer view

Client Success
 Persistent Services and Industries Listing

Leading Indian Insurance company implements Salesforce to manage sales and leads processes

Contact us

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

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