Salesforce Marketing Cloud QuickStart for Insurance
<p>A fixed-price, 5-week delivery program to get Salesforce Marketing Cloud live for insurers. </p><p>This quickstart includes two insurance journeys, a branded preference center, and CRM data synced.</p><p>It is best suited for insurers new to Marketing Cloud or teams migrating from a legacy Email Service Provider (ESP) who operate in regulated environments that require governance.</p>
The PS Advisory Salesforce Marketing Cloud QuickStart for Insurance is a 5-week, fixed-price engagement for $49,500. The outcome by Day 35 is a production-ready Marketing Cloud that is live with two insurance journeys, a branded preference center, CRM data synced, and complete documentation and training.
The engagement covers:
Core setup: Business units, security, Email Studio & Journey Builder, brand settings, and tracking.
Journeys x2: Users can choose from Policyholder Onboarding, Renewal & Debit-order Rescue, Claim Status Updates, FNOL follow-ups, or Reinstatement or Lapse Save, with triggers via API Events.
Data and integration: Marketing Cloud Connect or CRM integration, mapped contacts, and subscription & consent management.
Preference Center: This will be branded, consent aware, and include categories for product lines, service vs. marketing, and broker communications, with a full audit trail.
The 5-week implementation timeline is broken down into:
Week 1: Setup.
Week 2: Integration.
Week 3: Journeys.
Week 4: Preference Center.
Week 5: QA + Go-live.
Enablement includes a 1.5-2 hour live walkthrough, governance & folder structure, and a handover pack. Optional advisory retainer post-go-live is also available.
Timeline: 5 weeks
Price: $49,500