Salesforce
Salesforce implementation and modernization for insurers and payers
Agents, brokers, and members judge you by the experience you give them. We implement and optimize Salesforce — Financial Services Cloud, Health Cloud, and custom builds — and wire it into the policy admin, claims, and core systems your business actually runs on.
Outcomes
What changes for your team
Faster servicing cycles
Policy and member servicing tasks move out of email and spreadsheets into governed, auditable workflows.
One view of the customer
Policyholder, member, broker, and claim context in one place instead of five disconnected screens.
Self-service that sticks
Portals for agents, brokers, and members that reduce inbound call volume rather than adding another login.
Integration without brittleness
Guidewire, Duck Creek, legacy policy admin, EHR and claims systems connected through patterns your team can maintain.
Audit-ready by design
Field-level security, access models, and change history that survive regulator and auditor questions.
Adoption, not shelfware
Configuration shaped around how underwriters, adjusters, and care teams actually work.
Capabilities
What we deliver
- Financial Services Cloud implementation
- Health Cloud implementation
- Claims and policy servicing workflows
- Agent, broker and member portals (Experience Cloud)
- Guidewire / Duck Creek integration
- Legacy policy admin and EHR integration
- Org assessment, cleanup and technical debt reduction
- Data migration and de-duplication
- Reporting, dashboards and CRM analytics
- Managed enhancement and release support
How we work
A delivery path built for regulated environments
- 01
Assess
Review the current org, integrations, and process pain before proposing a single change.
- 02
Design
Target data model, security model, and integration architecture agreed with your architects.
- 03
Build
Incremental delivery in short cycles, with automated deployment and test coverage.
- 04
Adopt
Enablement, documentation, and a hand-over your internal team can genuinely own.