Financial Services Cloud Insurance: Product Value Proposition Policyholder 360 Reimagine the Agent as an Advisor. A holistic view of customers, their needs and relationships as well as policies and interactions set the stage for delivering insurance in a whole new way Connected Sales and Service Integrated, end to end processes to quote new business, maintain Carrier Agent existing policies and report claims eliminating swivel chair and process inefficiencies Intelligent Policyholder Interactions Insights drive prioritization of leads and proactive reach-outs creating policyholder journeys that are most likely to drive new business and increase customer loyalty Insurance Analytics CSR Policyholder Carriers gain insights into agents most likely to sell their products helping to focus marketing and agent support spend. Agents discover insights to help them deepen relationships with policyholders and identify new opportunities.
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