Insurance Quoting.
Fast. Easy. Smart.
Life Insurance & Annuities
Accelerate policyholder acquisition with intelligent fact-finding, quotations, applications, and underwriting processes. Deliver guided service transactions with simplicity - in the contact center, on the web, on the agents’ desktop, and on mobile devices.
Property & Casualty Insurance
Run an insurance business in the cloud with portals, policy administration, and claims management on Salesforce. Orchestrate seamless customer journeys with customer-centric experiences for both personal and commercial lines - from quote through issue, service, and renewal.
Group Insurance
Support the complex needs of group insurance, from quoting and enrolment to guided, omni-channel service transactions.
Fast
Ability to launch in weeksConfiguration-first approach
Prebuilt accelerators and frameworks
Out of the box integrations
Easy
Single Platform Delivers Value for Customers, Employees, & DistributionSeamless omni-channel experience across devices and platforms
Holistic view of the distribution relationship
Improved producer satisfaction and retention
Smart
Agile Platform
Check and validate forms & data
Analytics and AI-informed Risk assessment
What-if analyses
Quote, Rate, and Apply
Quote, Rate, and Apply lets carriers modernize and accelerate their new business processes with dynamic digital experiences and straight-through processing. Product leaders and user experience designers can create elegant quoting interactions for customers, brokers, and agents. With easy administration of product definitions, rating algorithms and document templates, Incapsulate built on Salesforce Industries enables a new quote-to-bind experience to go live in no time. Call out the external data sources and allow for instant approvals, or configure rules to trigger underwriting. You’ll have the agility to compete with the latest Insurtech start-ups, without all the custom development.
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