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Insurance Practice

Deliver personalized and data-informed experiences throughout the life cycle of an insurance carrier, distribution partner or policyholder.

NEW - Improving Underwriting with Data Cloud and AI

Areas of expertise

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Property & Casualty

The demand for speed-to-market and profitable growth, combined with increased competitive pressure to exceed customer expectations, is rapidly changing the digital landscape of Property & Casualty Insurance. To respond to these headwinds, insurers must have a plan to introduce new digital solutions while measuring end-user value and return on investment. 


Life & Annuities

For the foreseeable future, interest rates will create significant pressure on profitability for Life & Annuity carriers. Responding to these pressures requires intentional, cost-effective digital solutions that allow for differentiation in the marketplace, operational agility, and the delivery of meaningful experiences.



Use of MGAs, MGUs, and Wholesalers for quickly, effectively, and profitably delivering carrier management and underwriting products to consumers is expected to increase dramatically over the next few years. These channels can only be successful if they can bridge the gap between specialty consumer demands and carriers’ capacity to develop and distribute solutions that extend the reach of traditional carriers.


Specialty Carriers

Despite being poised to grow, the specialty carriers and product lines market is currently underserved. This lack creates an opportunity for the carriers and distribution channels to go direct to consumers — and conduct outreach via embedded and POC channels. Carriers who can design and deploy the right products for specific markets will have the opportunity to gain significant advantage and market share.


Group Benefits

The Group Benefits market is competitive; brokers who seek to differentiate, demonstrate their value proposition, and build long-lasting relationships with employers and employees generally win in the marketplace. Being able to leverage technology for enrollment, data management, and communications while ensuring data security and privacy compliance is key. Lastly, brokers must prioritize full-lifecycle engagement so as to meet employers and employees where they are.

How does Gerent help?

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The Insurance Quote-to-Bind Accelerator

Excel in an evolving market. Our Quote-to-Bind Accelerator empowers insurers to 
rapidly achieve critical operational efficiencies and actionable intelligence capabilities — while also allowing for customization and future growth.

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The Broker Desktop Accelerator

Enhance visibility and drive back-office efficiency. Gerent’s Broker Desktop Accelerator helps brokers achieve an unparalleled view into their book of business, action information, and deliver exceptional outcomes for their customers with Salesforce.

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Why Gerent?


Our leaders can quickly identify the business challenges, formulate a strategic POV, influence key stakeholders, and hold ourselves accountable for the transformation.

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Our team has the insurance depth, digital transformation expertise and organizational awareness to drive desired outcomes. In many cases, our team has stood in your shoes and experienced similar problems; this lived experience allows us to quickly build credibility, deliver on our commitments, and become your trusted partner.

Spirit of Partnership

We are the premier SI choice for many of our customers. Why? Because we’d prefer to co-create value than operate solo; we opt for transparency over politics, and choose to be scrappy rather than operationally rigid. We believe these qualities allow us to meet customers where they really need us.

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What can Gerent do for you?

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Seamless customer acquisition and selling experiences
Salesforce’s advanced low-code solution allows distribution channels to quickly enable their agents and brokers to build relationships, establish a 360-degree view of their portfolios, and deliver the most competitive quotes to significantly increase their chances of conversion.
Seamless service experience to serve customers when needed most
Ensuring that service representatives can quickly identify a policyholder/member, understand their needs, and deliver a high-quality service experience is a necessity for modern contact centers. Gerent can help your organization elevate its contact center — and leverage data, automation and integration expertise to unlock more value for the caller and CSR.
Break-through solutions to digitize legacy processes
Gerent can digitize and transform slower, legacy processes such as Underwriting or Claims Management. In the era of efficiencies, Gerent can help auto-adjudicate your claims to reach settlement quickly. Additionally, our team can also deliver an intelligent, automated Underwriting process, so your distribution channel can deliver quotes with speed and confidence.
Leverage data and AI to unlock growth
Many carriers, brokerages and MGAs/MGUs have data but are unable to utilize it — much less drive portfolio growth and productivity. At Gerent, we leverage cross-cloud capabilities (e.g., Data, Integration, Marketing, Experience Design, AI) to help our customers generate more actionable insights from their 1st and 3rd-party data.

Managed Services

Let Gerent maintain, optimize, and evolve your solutions.

The path to a remarkable customer experience is ongoing. Once your solutions are set, there are also maintenance requirements, updates, and expansions down the road. Fortunately, Gerent makes administration and management simple with cost-effective, scalable solutions. See how our team tackles hefty administrative requirements, maintaining your infrastructure, adding new features and capabilities, and accelerating your business for success now and in the future.

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Our Team

Kal Shah

Kal Shah

Insurance Leader

Kal is a professional services executive with a proven record of driving success for customers across the financial services, healthcare, telecommunications and technology industries. As a veteran sales and transformation leader, Kal is adept at helping executives and cross-functional teams mobilize for transformation, establish a POV/roadmap and deliver on the vision using the Salesforce enterprise solutions. At Gerent, he’s leading the Insurance practice after a successful tenure as a Salesforce customer, ISV and employee. Previously, he was accountable for building a successful, multi-industry global advisory business while leading transformations across various P&C, L&A and Payer organizations.

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Kishan Ramineni

Kishan Ramineni

Insurance Architecture & Technology Leader

Kishan is an accomplished, results-driven, techno-functional leader. In addition to having 15 years of diverse IT experience in insurance, finance, health industries, Kishan is a member of Salesforce Industries Industry Partners Masters Program and has achieved the Salesforce Industries Customer Endorsement Badge for the insurance industry. He possesses extensive experience with enterprise application deployment architectures and environments, as well as proficiency in architecting and designing end-to-end applications and solutions with technical, economic, and risk trade-offs. He excels in delivering Salesforce and Salesforce Industries solutions into complex insurance environments.

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Nicole McGuire

Insurance Leader, Sales & Delivery

Nicole is a multidimensional executive with over 20 years of industry and technical experience. As a trusted insurance industry advisor, she offers insightful advice on operational best practices and software architecture. Nicole excels at helping teams contain and deliver innovative, design-forward software solutions that delight customers while driving value for the company.

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Brian Motzenbecker

Brian Motzenbecker

Sales Director, Insurance

Brian is a senior sales professional who maintains a laser focus on customer success. By being clear-thinking and collaborative, Brian helps executives and key stakeholders achieve  business goals from strategic planning through execution. At Gerent, he is responsible for helping insurance companies create exceptional digital experiences for their customers, employees, and channel partners by leveraging the full power of the Salesforce platform.

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Jeff Ruetty

Jeff Ruetty

Strategic Advisor, Gerent

Jeff is veteran business leader with 20+ years of entrepreneurial and Fortune 100 executive experience. His tenure as an executive and his diverse professional background allows him to offer valuable advice to growth-minded businesses at every stage of development. Jeff has negotiated hundreds of large-scale transactions ranging from M&A, joint ventures, strategic partnerships, and marketing agreements. During Jeff’s 8.5-years at Nationwide — where he served in a variety of marketing, corporate development, and innovation roles — he developed expertise and relationships across a diverse range of insurance and financial services businesses. At Gerent, Jeff advises existing and prospective clients on how to use technology to solve business challenges and unlock growth.

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Our Point of View

Digital Claims Provide Satisfying Experiences and Deliver High ROI discusses why digitalization isn’t a turnkey solution, and how improvement potential doesn’t always translate into real-world gains. Insurers need to approach the claims elevation process strategically or risk their investment falling flat.

Episode 19: Reimagining the Claims Process - How Salesforce Can Help Insurers Retain Customers

For too long, larger insurance providers have competed solely on price, and left customer experiences on the back burner. But the times are changing, and a wave of smaller providers and insurtechs are offering faster claims and more personalized experiences–and customers are taking note. According to a 2021 J.D. Power survey, 87% of customers feel that claims experiences influence their decision to stay with an insurer, and 86% say they’d pay more for a better experience overall. The message is clear: If larger providers want to stay dominant, they need to be able to offer a best-in-class claims experience, and that means leveraging digital tools to make that a reality.

In this episode of Transformation @ Work, we’re looking at the claims process in insurance, and how Salesforce can allow larger providers to truly personalize the experience for their customers.

January 9, 2023

Upcoming Events

We are always hosting events for insurance brokers and carriers, whether an industry conference, a Salesforce conference, or other customer gatherings.

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