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Tableau CRM for Insurance

The insurance industry is experiencing a revolution. Leading insurers are beginning to explore innovations in digital, data and cloud technologies to drive profitable growth, distinctive customer engagement, agent productivity and innovative new business models. However, many of these companies are still challenged by legacy processes and systems, fragmentation between siloed businesses and functions, a lack of an end-to-end digital strategy and the talent to execute. In order to be successful, insurance companies must improve policyholder trust and transparency, create added value and provide more personalized experiences. Salesforce 's insurance customers are looking to AI for the following reasons:

  • To digitize manual operational and customer facing processes
  • To turn their CRM from a data input system into a value-added decision guidance system
  • To deepen relationships with customers and increase retention
  • To understand book of business and engage with purpose
  • To view and predict renewals, cancellations and growth opportunities
  • To identify cross-sell/upsell opportunity

Combine Salesforce's customer 360 solutions with AI and out of the box analytics built for insurance and your organization will have a competitive advantage towards maximizing performance and providing a truly differentiating customer experience. Register and attend any of the sessions in The Vault to learn from our data experts, customers, and trusted partners as they share valuable perspectives, guided lessons, and resources on how to use your data to respond to the most important elements of the business.

Nästan klart!

Det tar bara 15 sekunder att fylla i. Om du redan är registrerad kan du logga in.

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