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.
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
Unassisted
First Notice Of Loss
Unassisted Chat & Self-service
Insurance Sales
Unassisted
Use Cases
Demonstrable Assets Used Across Stages & Solutions
Persistent will update your request, which will take no longer than 3 business days
Jiani Zhang
Jiani Zhang is President of the Alliance and Industrial Solution Unit at Persistent Systems. Prior to this role, Jiani was the General Manager of Industrial Sector for Persistent Systems. Jiani has extensive experience in management consulting, marketing, product development and technology management. She also holds expertise in building and growing a business with P&L responsibility and leading teams in business strategy, offering & product development, go-to-market, and sales execution. Prior to Persistent, Jiani has also served as Director of Offering Management for IBM Watson IoT Platform and Head of Offering Strategy for IBM Industrial IoT where she pioneered the creation of the Industrial Analytics/AI IoT solutions.
Jeffrey Hammond
Vice President, Principal Analyst Serving CIO Professionals
Jeffrey helps CIOs and digital leaders succeed by working with them to improve their software delivery capability and by helping them assess the relevance of emerging software technologies. As a 25-plus-year software industry veteran, he’s helped clients improve their development shop culture, apply Agile and continuous delivery best practices, and build successful developer ecosystems. Jeffrey’s been a developer; managed development teams; built award-winning commercial development tools; and, over the past decade, has helped Forrester clients navigate mobile, cloud, IoT, DevOps, and low-code technologies and tools.
Previous Work Experience
Jeffrey has been with Forrester since 2006. Prior to joining Forrester, Jeffrey worked at IBM, Rational Software, and was part of Accenture’s Advanced Systems Group.
Education
Jeffrey holds a B.S. in economics from the Wharton School at the University of Pennsylvania.