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Research Outline
Prepared for Jonathan K. | Delivered March 15, 2020
Salesforce Solutions - Insurance
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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.
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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
The digital app was developed by
CloudMaven
. Its primary function is to help check patient
medical insurance eligibility
and benefits by providing instant secure access to
over 780
health payers operating on the Salesforce platform.
The Eligibility Checker automates the review of a patient's
demographic data
, the
validity of the patient's
coverage, and identifies any
prior authorization
requirements.
CloudMaven is
headquartered
in New York, United States.
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.
VIONOW is
headquartered
in Edmonton, Canada.
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.
The firm is
headquartered
in New York, United States.
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