Customers expect insurers to deliver the same personalized experience they get in other industries. Fragmented customer data and bad data quality in Salesforce is impeding this.
Policyholders are looking for a trusted advisor in protecting assets, managing risk, and reaching retirement goals. However, 75% of policyholders would switch insurers to get more personalized services elsewhere. Empowering customer-facing teams with a unified and trusted view in Salesforce is key in driving policyholder loyalty.
Stitching together insights from siloed data or fragmented records within Salesforce takes away precious time. Customer service reps lose productivity and morale, which negatively impacts the experience for the policyholder. Empower customer-facing teams with a unified and trusted policyholder view in Salesforce.
Allow customer-facing teams to use data such as life events to advise and service policyholders proactively. Unify fragmented policyholder data from multiple business lines and enable customer-facing teams to exceed customer expectations—all within Salesforce.
Improving data quality without increasing security risk ratings, overhead costs, and points of compliance? It's possible. Learn how our solutions allow for data quality practices without the need for personal data having to leave the Salesforce org. Oh, and we're compatible with Shield Encryption.