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Guidewire for Salesforce Financial Service Cloud - PolicyCenter Cloud
Customer 360 view and data sync of key insurance data for cross-sell/upsell
Overview
Integrates PolicyCenter Cloud with Salesforce FSC, giving CSRs a 360-degree view of accounts, quotes, and key insurance data to improve visibility and enable cross-sell and upsell. Managed package simplifies installation and configuration.
- CSRs use Salesforce as their system of engagement - 360 customer view within Salesforce for cross-sell and servicing. - Summary data is synced for the 360 view - Enables collaboration with InsuranceSuite users. - Visual data mapping.
Guidewire for Salesforce is a managed package that integrates Guidewire's insurance solutions with Salesforce, enabling Customer Service Representatives (CSRs) and agents to use Salesforce as their primary system of engagement. This integration provides a comprehensive 360 customer view and synchronizes key data elements enabling cross-selling and servicing for P&C insurance business.
Categories
- Business Needs
- FinanceCollaborationAgent Productivity
- Industries
- Financial Services
- Personas
- Sales Representative / ManagerService Agent / Supervisor
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.
- No LimitsLightning ReadyMultiple CurrenciesPerson AccountsManaged PackageLightning App Builder