Salesforce.com for Insurance Carriers
Insurance carriers have long found themselves at the cross roads of technology, data science, and human intellect.
Traditionally technology investment in the carrier ecosystem has been focused on underwriting and policy management systems which are the operational lifeblood of a carrier. These systems are by design very transactional which present challenges when external facing departments such as Marketing and Agency Services wish to leverage these systems for non transactional tasks such as client engagement and relationship management.
As a result, more and more carriers are looking to Salesforce.com to help bridge the gap between these internal transactional systems and the engagement needs of their external facing teams.
At PSAdvisory we specialize in helping insurance carriers implement and customise the Salesforce.com platform for their business.
Traditionally technology investment in the carrier ecosystem has been focused on underwriting and policy management systems which are the operational lifeblood of a carrier. These systems are by design very transactional which present challenges when external facing departments such as Marketing and Agency Services wish to leverage these systems for non transactional tasks such as client engagement and relationship management.
As a result, more and more carriers are looking to Salesforce.com to help bridge the gap between these internal transactional systems and the engagement needs of their external facing teams.
At PSAdvisory we specialize in helping insurance carriers implement and customise the Salesforce.com platform for their business.
Salesforce.com Technical Customization
Transforming Salesforce.com into a system of engagement styled to the needs of an insurance carrier is a task not be taken lightly.
Since its beginnings as a cloud based CRM Salesforce.com has exploded into a real development platform encompassing declarative point and click, Business Process Management and full blown Custom Code.
Knowing when and having the skills and expertise to leverage all of these tools is one of PSAdvisory's primary skills which we bring to bear on your behalf.
Since its beginnings as a cloud based CRM Salesforce.com has exploded into a real development platform encompassing declarative point and click, Business Process Management and full blown Custom Code.
Knowing when and having the skills and expertise to leverage all of these tools is one of PSAdvisory's primary skills which we bring to bear on your behalf.
Data Integration
The transactional systems that many carriers have developed internally for underwriting and policy management hold data insights that are the life blood of carrier operations. Being able to access such data and make it available within Salesforce.com org is our specialty.
Whether it be thru the implementation of ETL tools such as Informatica Cloud or by leveraging custom integration frameworks such as our proprietary "Data Ingestor" technology we always find a way to work with your resources to empower you to integrate your data from your on-premise or third party cloud based systems.
Whether it be thru the implementation of ETL tools such as Informatica Cloud or by leveraging custom integration frameworks such as our proprietary "Data Ingestor" technology we always find a way to work with your resources to empower you to integrate your data from your on-premise or third party cloud based systems.
Data Migration
Many carriers are today leveraging legacy systems containing valuable data. Successfully migrating to Salesforce requires the successful migration of the data included in these legacy systems to Salesforce.com.
At PSAdvisory.com we specialize in extracting and preparing this legacy data for migration to Salesforce.com. Through the deployment of technologies such as SQL, ETL, and Web Services we can not only ensure that you can continue to leverage this technology but in many cases we can work with you enhance its value when migrated to Salesforce.com
At PSAdvisory.com we specialize in extracting and preparing this legacy data for migration to Salesforce.com. Through the deployment of technologies such as SQL, ETL, and Web Services we can not only ensure that you can continue to leverage this technology but in many cases we can work with you enhance its value when migrated to Salesforce.com