Help & Support
Elevate Your Agents with AgentExchange Solutions
Have Questions?
OpenEnterprise.AI- Industry AI Data Apps for Financial Services & Insurance
Use the power of Industry AI to get more from your Salesforce Investments
Overview
OpenEnterprise AI Data applications provides industry pre trained foundation AI models and Apps for users built for smart intake, end to end underwriting and broker submission processes.
See How OpenEnterprise.AI- Industry AI Data Apps for Financial Services & Insurance Works
Delivering intelligent insurance applications that streamline the quote-bind process for complex insurance products by reviewing, summarizing and surfacing key information for Brokers, Underwriters and Agents
Enables Insurance carriers and MGA’s to leverage the next generation of smart intake apps for augmented submissions, eliminate outsourced manual processing and improve data accuracy , freeing up underwriters to write more business
Aggregation of data through ingestion of data from any format like Images, Emails, PDF's etc via Document Digitization apps directly into Data Cloud and salesforce
AI summaries, coaching and guidance apps for underwriters with smart suggestions via helpful nudges to lighten their admin workload, with the human always in control driving 20% + productivity
Trusted secure Infrastructure , Industry Model Training and Utilization with Synthetic Data provided with AI models and Apps running within the Einstein trust layer and Data Cloud to control access to data by users .
Industry Foundation AI Model Library for Insurance , smaller company specific AI models are 10X cheaper to run than self built, trained and secured LLM's.
Deliver even more business value from your existing Salesforce Industry solutions by harnessing the power of an Industry AI platform. Accelerate employee productivity 20% +, reduce operating costs, increase revenue, and deliver the ideal customer experience by utilzing pre-built, pre-trained industry AI models and Apps for users , that provide greater decisions and intelligence, processing both structured and unstructured data, and integrating results and actions seamlessly into the Salesforce application. OpenEnterprise.AI , with Data Cloud and Einstein One, allowing you to scale your most knowledgeable employees.
Categories
- Business Needs
- SalesProductivityCustomer Service
- Industries
- Financial Services
- Personas
- AdministratorArchitectBusiness User
- 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.Salesforce ShieldSupports Salesforce orgs that use Shield.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 AccountsSalesforce ShieldManaged PackageLightning App Builder