Running a modern insurance business isn’t just about underwriting policies—it requires an efficient digital system for handling customer relationships, claims processing, document management, and agent enablement. With challenges like fragmented legacy systems, paper-intensive workflows, limited agent mobility, and complex compliance requirements, the insurer needed a technology-driven transformation.

This case study explores how a comprehensive Salesforce implementation, including Financial Services Cloud and Marketing Cloud, helped the insurance provider create an integrated platform for both internal operations and customer engagement. Key takeaways include:

• How a unified customer data platform eliminated fragmentation and enhanced personalization
• Why digital claims processing dramatically improved resolution times and customer satisfaction
• The role of mobile solutions in optimizing agent productivity and field service capabilities