Salesforce for Insurance
Happy Customers Retain & Expand Policies
Insurance is already complex—disconnected systems and clunky workflows shouldn’t make it worse. Fortimize streamlines group benefits onboarding, unifies service channels, and speeds up renewals with Salesforce.
Salesforce for Insurance
Using Financial Services Cloud and Service Cloud, Fortimize helps simplify customer, agent, and claim management with tailored solutions that make insurance operations smoother. We build portals for clients and advisors, making it easier to collaborate, track policies, and keep everything connected with clean, reliable data.
Key Partnership
Fortimize has partnered with FiveM Consulting to strengthen its ability to deliver tailored Salesforce solutions for the insurance industry.
Speak to an Account Executive
Fortimize is a top Financial Services Partner for Salesforce. Our people-first methodology means we’re here to talk through and discuss any questions you may have, regardless of where you are in your CRM journey.
BUSINESS SOLUTIONS
Distribution Management
For distribution, Salesforce helps sell and distribute products through agents, brokers, and online sales.
- Streamline Agent Onboarding
- NIPR Integration
- Territory Performance Dashboards
- Compensation Tracking
Claims & Underwriting
Salesforce enhances claim and underwriting by automating, workforce, workflow, and agent collaboration.
- First Notice of Loss
- Case & Partner Management
- Core Systems Integration
- Risk Management Dashaboards
Omni-Channel Service Center
For service centers, Salesforce helps integrate channels and adapt to customer expectations for personalized service.
- CIO & Benificiary Requests
- Chatbot & Integrated Voice Response
- Support & Inquiry Dashboards
- Staffing & Availability Analytics
Group Benefits Onboarding
Salesforce enhances employer insurance plans by managing, sensitive data, communications, and integrating third-party systems.
- Employer & Individual Portals
- Chatter Enablement
- Link to HR & Enrollment Tools
- Recordkeeping
Insurance Services
Real Estate firms and owner-operators have options at every stage of their Salesforce journey.
