Client Success
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
Unassisted
First Notice Of Loss
Unassisted Chat & Self-service
Insurance Sales
Unassisted
Why Persistent?
12+ YRS
Financial Services
2500+
Engineers
4100+
Certifications
1500+
Engagements
5/5
Csat
18+
Years Of Salesforce Partnership
Client Success
A global Reinsurer achieves a 360-degree customer view
Client Success
