Trusted Solutions for Insurance

Unified Policyholder View (360)

Teams jump between multiple systems to piece together policy, claims, and customer details. This slows response times, leads to inconsistent answers, and makes it hard to deliver a quality experience.

We bring policy, claims, billing, and engagement data into a single Salesforce view. Service teams get instant context, faster resolution, and consistent experiences that strengthen retention.

Accelerated Sales & Distribution

Agents struggle with slow onboarding, manual quoting steps, outdated portals, and unclear visibility into their book of business. These delays hurt sales velocity and partner experience.

We build a modern producer portal, automate quote-to-bind workflows, and an easy CRM for agents. This removes friction, cuts cycle time from days to minutes, and supports stronger, faster-selling distribution teams.

Intelligent Underwriting & Operations

Underwriters spend too much time on routine reviews, navigating multiple systems, and re-checking information instead of focusing on complex risk. This slows issuance and increases cost.

We implement underwriting rules to trigger automated actions, including straight-through processing in Salesforce, so simple policies issue instantly and underwriters focus on complex risk mitigation.

Claims Modernization

FNOL is inconsistent, coverage checks take too long, and manual documentation slows claim progress. Policyholders lack visibility, and adjusters lose time to repetitive tasks.

We deploy guided FNOL, automated adjudication, unified adjuster views, and automated document generation so claims move faster with more transparency for policyholders.

Convert Prospects to Policy Holders Accelerator

Agents and brokers need to do more with less, convert leads quickly, and see their pipeline clearly. Coastal delivers a prescriptive FSC setup that streamlines intake, routing, and follow up so teams can move prospects to opportunities and policyholders faster with less manual effort.

Salesforce Insurance Solutions Consulting Services

Strategy & Roadmaps

Using our True North Methodology, we define the steps needed to simplify your operations and modernize the insurance experience across underwriting, claims, and distribution.

Implementation

Build and configure Salesforce workflows, portals, and integrations that give teams clean data and faster processes from day one.

Managed Services

With Waves Managed Services, we support continuous improvement through enhancements, analytics, and optimization so your foundation stays efficient and ready for AI.

Data Modernization

Create a connected data layer that fuels real-time insights and powers modern insurance workflows.

If you're looking for a partner who believes in maximizing your Salesforce investment, and provides results, then Coastal is the right choice.

Josh Mers, President, CoverPoint Insurance

Demo

Tableau Next for Call Centers

In just 5 minutes, see how a call center service manager can use Tableau Next’s AI Concierge to:

Analyze performance on key metrics like first call resolution, call abandonment rate, and CSAT.
Ask plain-English questions like, “Which agents are struggling to resolve policy inquiries on the first contact?”
Increase operational efficiency that empowers the business to find answers in its own data, without waiting for IT reports.

Meet our Insurance experts.

Nicole Burke

Associate Director, Industry Advisor

Connie Weidman

Solution Architect

Casey Rio

Senior Consultant

Salesforce Insurance Solutions frequently asked questions.

See FAQ

What are Salesforce Insurance Solutions?

Salesforce Insurance Solutions are purpose-built tools and workflows designed to help insurers modernize underwriting, claims, policy servicing, and distribution. They connect data across teams, automate manual processes, and provide a unified view of each customer or member.

How does Salesforce help insurance carriers improve operations?

Salesforce enables insurers to streamline quoting, improve data accuracy, automate tasks, and give underwriting, service, and claims teams a single source of truth. This reduces manual work, creates faster cycle times, and improves both agent and customer experiences.

What types of insurance organizations benefit from Salesforce?

Salesforce supports: P&C carriers; life & annuity providers; health insurers; MGAs and MGUs; brokers and agencies; credit unions and banks offering insurance products; and any insurer seeking more efficiency, speed, and visibility benefits from Salesforce.

Can Salesforce integrate with core insurance systems?

Yes. Salesforce integrates with PAS, billing, claims, document systems, and third-party data sources. With proper architecture, insurers can synchronize customer data, policy information, pipeline activity, and claims updates in real time.

How does Salesforce improve the policyholder and agent experience?

Salesforce enables seamless digital portals, automated notifications, fast quoting, transparent communication, and personalized service. Agents gain visibility into every interaction, while policyholders receive a modern, intuitive experience.

Does Salesforce support underwriting processes?

Absolutely. Salesforce accelerates underwriting through automated data collection, risk insights, task workflows, internal collaboration tools, and integrations with core systems. This leads to faster review times and fewer manual handoffs.

How does Salesforce enhance claims handling?

Salesforce centralizes claim information, simplifies communication between adjusters and policyholders, and automates repetitive tasks. This results in faster resolutions, fewer errors, and a more transparent claims journey.

Is Salesforce compliant with insurance industry security standards?

Yes. Salesforce provides robust security controls, encryption, access governance, and compliance features aligned with industry regulations. Additional layers can be applied based on internal or regulatory requirements.

How long does it take to implement Salesforce Insurance Solutions?

Timelines depend on scope. Smaller organizations may deploy in a few months, while multi-line carriers implementing underwriting, claims, and distribution processes typically follow a phased rollout.

Can existing Salesforce customers expand into insurance-specific solutions?

Yes. Many organizations start with basic CRM functionality and later extend into underwriting, policy workflows, claims management, or agent portals. Salesforce grows as your insurance operations mature.

Salesforce Insurance Solutions

Speed to insight. Power to perform.

Unified Policyholder View (360)

Expert

5/5

55

350+