Research Outline

Salesforce Solutions - Insurance

Goals

To identify services that provide soultions, apps and add-ons for the insurance industry that integrate with Salesforce. Information to provide on each solution include company name, HQ location, and a brief description of the service.

Early Findings

There are several apps, plug-ins, and add-ons available for the insurance industry that also integrate with Salesforce. Below are some of our findings:

Eligibility Checker


Virtual Insurance Office (VIO)

  • The VIO app is an insurance broker automation system on Salesforce Cloud. Within the app, insurance firms can manage a policy’s lifecycle from application to renewal and throughout ongoing customer relations. The solution was developed by VIONOW.
  • It was designed to help mid-to-large commercial insurance firms with broker management, policy lifecycle management, customer relationship management, invoicing, reporting, accounting, and human resource management.

BenefitsGuide

  • The tool is a Salesforce plug-in designed to help document tasks associated with the typical insurance broker processes. The tool can also be optimized to increase workflow via customizable jargon and business rules.