Customer 360

Fast. Easy. Smart.

Built 100% on Salesforce Customer 360, Vlocity Insurance offers core insurance processes that span the entire policy life-cycle: from quoting and underwriting, to policy administration, claims management, omni-channel service, contact centres, and billing. 

Enhancements from Vlocity enable rapid transformation for property and casualty, life, and employee benefits lines of business. Insurers and MGAs can now deliver seamless experiences with omni-channel customer journeys, increase operational efficiency with straight-through processing, and speed digital and cloud innovation across the entire business.

Customer 360 - Fast. Easy. Smart


Ability to launch in weeks

Configuration- first approach improves efficiency and productivity 

Prebuilt accelerators and frameworks

Out of the box integrations

Collaborate in real-time


Single Platform that Delivers Value for Customers and Employees

Seamless omni-channel experience across devices and platforms

Holistic view of the customer relationship across the business

Improved customer satisfaction


Agile Platform 

The right data in the right place at the right time

Orchestration layer across disparate systems for unified process management

End-to-end measurability of customer journeys 

Instantly share insights

Data-driven guided experiences that exceed customer expectations

Unlock the full power of the world’s #1 CRM platform for property and casualty, life and annuities, and group insurance. Get unparalleled 360-degree views of every policyholder with Financial Services Cloud. Use Vlocity’s middle and back-office solutions to enable straight-through processing of policy transactions. Deliver personalised journeys at every step of the customer life-cycle, across every channel, on any device. Use Service Cloud Digital Engagement to connect with customers through secure portals, chat, messaging, and social media. Enable unified contact centre experiences, using the Mule-soft integration and API platform. Additionally, provide automated, conversational, and intelligent service with Einstein (Tableau CRM). 

The solution proves intelligent, 360-degree policyholder profiles with relevant guided flows to process service transactions across the policy life-cycle.

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Ask Us for Our Customer References

At Incapsulate, we bring a unique mix of industry expertise, innovation and Salesforce experience to our clients. With a portfolio of former industry executives and innovative vertical specific assets built on Salesforce we design and deploy flexible systems for today’s business needs and the expected future. Delivering in our Agile Methodology we help clients meet their challenges with speed while lowering risk.