Salesforce for Insurance Industry Powered by Achieva
                     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.
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 Disjointed 
Inconsistencies Experience
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 & 
MDainsatgrei bsaulets ipoipnelines, policies, and distribution channels uniformly 
across all product lines and agent networks
Underwriting & 
AQuutoomtaiten ugnderwriting workflows, generate instant quotes, and streamline 
policy renewals with intelligent automation
Claims & 
HSaenrdvle icclaeims intake and customer service through sophisticated case 
management and workflow automation
Customer 
EConngneactg weithm peolincytholders through omnichannel portals, personalized 
marketing campaigns, and self-service experiences
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 Product & Policy 
CEonmapbleletem 36e0n° tview of clients and policy history enables agents to MFleaxnibaleg permodeucnt tconfiguration supports individual life, 
work faster and smarter. Accelerate quote-to-bind cycles with real-time commercial, specialty insurance, and more. Streamline quoting 
data access, improve lead tracking and conversion rates, and empower processes, automate renewals and endorsements, and manage 
your sales teams with comprehensive customer insights at their complex product hierarchies with configurable workflows that adapt to 
fingertips. your unique business requirements.
Omnichannel Claims & Customer Experience & Self-
USneifirvedic celaims intake across email, phone, chat, mobile apps, and SBrearnvdeicde digital portals empower policyholders and agents to 
web portals. AI-powered case routing ensures claims reach the right access quotes, submit claims, manage renewals, and retrieve 
adjuster immediately, accelerating FNOL processing and resolution documentation 24/7. Reduce call center volume while increasing 
times while improving customer satisfaction throughout the claims customer satisfaction through intuitive, mobile-responsive self-service 
journey. experiences.
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.
Benefits for Insurers & 
Brokers
Operational Improved Customer 
EIntffielligceniet anutocmyation eliminates repetitive manual tasks in quoting, EA uxnpified,r 3i6e0-ndecgeree view of client history combined with dramatically 
renewals, and claims processing. Free your staff from administrative faster response times results in higher satisfaction scores and increased 
burden to focus on high-value activities like complex underwriting, customer loyalty. Deliver consistent, personalized experiences across 
strategic customer relationships, and business development initiatives. every channel and touchpoint throughout the policy lifecycle.
Faster Time-to- Compliance & 
MScaalarblke,e hitghly configurable solutions enable rapid deployment of new SCeentcraulizredi tdyata management with enterprise-grade security controls 
products and services. Whether you're a P&C carrier, life insurer, health and comprehensive audit trails helps you meet stringent regulatory 
plan, or commercial lines specialist, the platform adapts to your needs— requirements. Maintain compliance with data privacy regulations, state 
perfect for carriers, agencies, MGAs, and TPAs alike. insurance mandates, and industry standards with confidence.
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 
• Flexible for All launching a new product line or expanding into new markets.
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 Flexible for All 
Deployment Models
Next Steps & 
Contact
Ready to transform your insurance 
business?
Partner with 
Experience a Tailored AReccheiiveev eand-to-end support from strategy 
Assess Your Current DSeeem Saolesforce in action with a customized 
State through deployment: data migration, system We'll evaluate your existing systems, identify demonstration focused on your specific integration, customization, training, and ongoing 
pain points, and uncover opportunities for insurance operations, product lines, and optimization to ensure long-term success.
transformation across your sales, service, and business priorities.
claims operations.
Get Started 
Today Email: [email protected]
Contact our insurance technology experts to discuss your digital transformation 
Phone: +1 609 632 0350
journey and discover how Salesforce can revolutionize your operations.