Salesforce for Insurance Industry Powered by Achieva

1. Salesforce for Insurance Industry Unlock a unified, end-to-end CRM solution specifically engineered for insurers, brokers, and carriers. Transform your operations with the power of Salesforce's comprehensive platform, expertly implemented and optimized for the unique demands of the insurance industry.

2. The Industry Challenge Insurance firms face mounting pressure from all directions: customers demand faster claims processing, regulators require tighter compliance, and competitive markets push for lower operating costs—all while delivering exceptional customer engagement at every touchpoint. Yet many insurers still operate with legacy systems that create data silos, slow down critical workflows, and fragment the customer experience. These disconnected platforms lead to inconsistent data, missed opportunities, and frustrated customers who expect seamless digital interactions. • Slow Workflows: Manual processes delay quotes, claims, and renewals • Data Inconsistencies: Siloed systems create conflicting information • Disjointed Experience: Customers face fragmented touchpoints Slow Workflows Data Inconsistencies Disjointed Experience Manual processes delay quotes, claims, and renewals Siloed systems create conflicting information Customers face fragmented touchpoints

3. One Platform for the Full Insurance Lifecycle Salesforce provides a comprehensive suite of cloud solutions—Sales Cloud, Service Cloud, Marketing Cloud, Experience Cloud, and more—designed to unify every aspect of your insurance operations on a single, powerful platform. Sales & Distribution Manage sales pipelines, policies, and distribution channels uniformly across all product lines and agent networks Underwriting & Quoting Automate underwriting workflows, generate instant quotes, and streamline policy renewals with intelligent automation Claims & Service Handle claims intake and customer service through sophisticated case management and workflow automation Customer Engagement Connect with policyholders through omnichannel portals, personalized marketing campaigns, and self-service experiences

4. Key Solutions Offered by Achieva + Salesforce Our insurance-focused Salesforce implementations deliver measurable results across every critical business function, from initial prospect engagement through claims resolution and policy renewal. Insurance Sales Enablement Product & Policy Management Complete 360° view of clients and policy history enables agents to work faster and smarter. Accelerate quote-to-bind cycles with real-time data access, improve lead tracking and conversion rates, and empower your sales teams with comprehensive customer insights at their fingertips. Flexible product configuration supports individual life, commercial, specialty insurance, and more. Streamline quoting processes, automate renewals and endorsements, and manage complex product hierarchies with configurable workflows that adapt to your unique business requirements. Omnichannel Claims & Service Customer Experience & Self-Service Unified claims intake across email, phone, chat, mobile apps, and web portals. AI-powered case routing ensures claims reach the right adjuster immediately, accelerating FNOL processing and resolution times while improving customer satisfaction throughout the claims journey. Branded digital portals empower policyholders and agents to access quotes, submit claims, manage renewals, and retrieve documentation 24/7. Reduce call center volume while increasing customer satisfaction through intuitive, mobile-responsive self-service experiences.

5. Advanced Capabilities: Data & Intelligence Integrated Data Flows Salesforce seamlessly connects with your core insurance platforms—policy administration systems (PAS), billing, claims, and finance—through robust integration tools like MuleSoft. This ensures consistent, real-time data flows across all systems, eliminating data silos and providing a single source of truth for your entire organization. Predictive Automation Leverage Salesforce Einstein AI for intelligent lead scoring, churn prediction, fraud detection, and claims prioritization. Machine learning models continuously improve, driving smarter, data-driven decisions that reduce risk and increase profitability across your insurance operations. Analytics & Insights Real-time dashboards powered by Tableau and Salesforce Analytics provide instant visibility into policy performance, claims trends, agent productivity, and customer behavior. Make informed decisions with comprehensive reporting that turns data into actionable intelligence. Real-time dashboards powered by Tableau and Salesforce Analytics provide instant visibility into policy performance, claims trends, agent productivity, and customer behavior. Make informed decisions with comprehensive reporting that turns data into actionable intelligence. Leverage Salesforce Einstein AI for intelligent lead scoring, churn prediction, fraud detection, and claims prioritization. Machine learning models continuously improve, driving smarter, data-driven decisions that reduce risk and increase profitability across your insurance operations.

6. Benefits for Insurers & Brokers Operational Efficiency Improved Customer Experience Intelligent automation eliminates repetitive manual tasks in quoting, renewals, and claims processing. Free your staff from administrative burden to focus on high-value activities like complex underwriting, strategic customer relationships, and business development initiatives. A unified, 360-degree view of client history combined with dramatically faster response times results in higher satisfaction scores and increased customer loyalty. Deliver consistent, personalized experiences across every channel and touchpoint throughout the policy lifecycle. Faster Time-to-Market Compliance & Security Scalable, highly configurable solutions enable rapid deployment of new products and services. Whether you're a P&C carrier, life insurer, health plan, or commercial lines specialist, the platform adapts to your needs—perfect for carriers, agencies, MGAs, and TPAs alike. Centralized data management with enterprise-grade security controls and comprehensive audit trails helps you meet stringent regulatory requirements. Maintain compliance with data privacy regulations, state insurance mandates, and industry standards with confidence.

7. Why Achieva? Achieva brings together deep insurance domain expertise with certified Salesforce implementation capabilities, creating a powerful combination that delivers tailored solutions for your unique business challenges. • Insurance Domain Expertise Our team combines certified Salesforce specialists with insurance industry veterans who understand your business inside and out. We speak your language and know the unique challenges facing carriers, brokers, MGAs, and TPAs. • Multi-Cloud Capabilities We leverage the full Salesforce ecosystem—Sales Cloud, Service Cloud, Marketing Cloud, Experience Cloud—plus advanced analytics and integration support. Our comprehensive approach ensures every piece of your technology stack works together seamlessly. • Rapid Deployment Industry-specific accelerators and proven implementation methodologies minimize time-to-value. Our scalable architecture grows with your business, whether you're launching a new product line or expanding into new markets. • Flexible for All Models Our solutions work for any insurance business model—carriers, independent brokers, MGAs, TPAs—regardless of product lines, distribution channels, or geographic footprint. We adapt to your needs, not the other way around. Rapid Deployment Flexible for All Models Industry-specific accelerators and proven implementation methodologies minimize time-to-value. Our scalable architecture grows with your business, whether you're launching a new product line or expanding into new markets. Our solutions work for any insurance business model—carriers, independent brokers, MGAs, TPAs—regardless of product lines, distribution channels, or geographic footprint. We adapt to your needs, not the other way around.

8. Next Steps & Contact Ready to transform your insurance business? Partner with Achieva Experience a Tailored Demo Receive end-to-end support from strategy through deployment: data migration, system integration, customization, training, and ongoing optimization to ensure long-term success. Assess Your Current State See Salesforce in action with a customized demonstration focused on your specific insurance operations, product lines, and business priorities. We'll evaluate your existing systems, identify pain points, and uncover opportunities for transformation across your sales, service, and claims operations. Get Started Today Email:info@achieva.ai Contact our insurance technology experts to discuss your digital transformation journey and discover how Salesforce can revolutionize your operations. Phone: +1 609 632 0350