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. 

26-2

Fast

Ability to launch in weeks
 

Configuration-first approach

Prebuilt accelerators and frameworks

Out of the box integrations

Easy

Single Platform Delivers Value for Customers, Employees, & Distribution
 

Seamless 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.

Insurance Quoting

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