Fragmented policyholder records make it hard to deliver the personalized service customers expect. Unify that data in Salesforce so service reps and advisors can act on one clean, trusted record.
Policyholders want a trusted advisor for protecting assets, managing risk, and reaching retirement goals. But 75% of policyholders would switch insurers for a more personalized experience elsewhere.
Giving customer-facing teams a unified, trusted view in Salesforce is what keeps a policyholder from switching in the first place.
Reps waste time piecing together records scattered across siloed systems in Salesforce. A unified, trusted policyholder view puts everything they need in one place, so they can focus on the customer instead of the search.
Life events and other signals, once fragmented across business lines, become one record customer-facing teams can act on immediately, so advisors reach out before a policyholder has to ask.
Improving data quality doesn't have to raise your security risk rating, add overhead, or complicate compliance. Plauti runs natively inside Salesforce, so personal data never has to leave the org, and it works with Shield Encryption.
Get clean, reliable policyholder data across Salesforce, so every team works from the same trusted record.