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Vlocity Insurance

Digital Insurance Platform

Overview

Fuel your digital transformation with Vlocity's core insurance platform for the entire policy lifecycle, from quoting to policy administration to claims management. Configure-once, deploy-anywhere processes integrate seamlessly with 3rd-party systems.

See How Vlocity Insurance Works

Built for Life & Annuities, Property & Casualty, Group, and Specialty Lines of Business
Applications for Brokers, Captive Agents, Policyholders, and Contact Centers
Drag & Drop configuration with no coding required. Seamless integration with third-party and back-office systems.

Vlocity delivers an agile insurance platform, built 100% on Salesforce. Features include: - Agile Product Quoting and Rating Administration - Dynamic Fact-Finding, Application, and other client onboarding forms - Policy Administration - Billing and Payments Management - Omnichannel FNOL and Peril-Driven Adjudication - Claims Expense Management - Intelligence for customized offers and product recommendations - Dynamic Document Generation for proposals and contracts - Guided, Digital Service Transactions for contact centers and policyholder/agent portals - Support for On-Demand, Usage-Based and other forms of next-generation insurance - Portals and Mobile Apps for agents, brokers, and policyholders - Pre-integration with Salesforce Financial Services Cloud - Seamless integration with a huge ecosystem of AI, IoT and other technology solutions - And much more! Future Salesforce enhancements, releases and upgrades are fully supported by Vlocity.