Harness the power of Salesforce
to streamline your claims management process

Create a truly united experience for your policyholders when you power your claims submission processes with the world’s #1 CRM and service management platform

Don’t let siloed data hinder digital disruption

Frequently, the effort to produce a seamless, smooth claims process is stymied by siloed systems that are not connected. Deliver a transparent experience by leveraging Salesforce’s Financial Services and Field Service Lightning Consoles

All of your claims, in one place

Easily receive and manage all of your policyholders claims on Salesforce. Forget about using disparate systems that don’t talk to each other

Communicate effortlessly

Communicate back and forth with adjusters on the field, manage work order and service appointments while keeping your policyholders informed

Intelligent notifications

Get up to date notifications that are relevant to your policyholder – e.g. work order updates, delays in service appointments or service delivery


All claims in one place

By integrating Salesforce Field Service Console you can manage all of your policyholders’ claims on a single platform – you can assign an adjuster, follow-up on pending claims, manage service appointments, work orders and more.
  • Create and assign work orders
  • Dispatch an adjuster based on availability and proximity
  • View claim details and information submitted by policyholder and adjuster


A seamless mobile claims submission process

By connecting Salesforce’s to your core PAS platform, your policyholders can easily start the claims submission process directly on their mobile device – they can upload photos, type of incident and even get an estimated deductible.
  • Take and upload photos of your vehicle and the accident
  • Get real-time notifications on the adjusters location and ETA
  • Salesforce’s AI engine can identify the damaged parts that will need replacement and provide an estimated cost


Keep your policyholder informed

Create a communication sequence with your policyholders based on the stage of the claims process – from waiting for the adjuster onsite to getting real-time updates on the claim.

15 years of experience with leading national and regional carriers

We’ve helped big brand national carriers, GA’s and Independent Agencies design and build custom solutions that enable explosive growth through connected interfaces