Help & Support
Elevate Your Agents with AgentExchange Solutions
Have Questions?
Vlocity Insurance
Digital Insurance Platform
- Industries
- Financial Services
- Business Need
- Finance
- Compatible With
- Financial Services Cloud
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.
Compatibility
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Financial Services Cloud
- Salesforce Editions
- EnterpriseUnlimited
App Details
- Version
- Vlocity Insurance/Spring 2022 890.331.0
- Listed On
- 10/13/2014
- Latest Release
- 03/10/2022
- Supported 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.Salesforce ShieldSupports Salesforce orgs that use Shield.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadySalesforce ShieldManaged PackageSalesforce Mobile
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 442Custom Tabs: 81Custom Apps: 6
- Lightning Components
- Global: 675App Builder: 25Community Builder: 11
- Languages
- English
Security
Additional Details
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.
Need help?
Vlocity, A Salesforce Company
San Francisco, CA, USA
Please contact your Vlocity account executive for access to the Vlocity Support Center and to select the appropriate Service Level Agreement for your deployment.