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The speed and proliferation of product combined with the increase in competition for new and existing customers is rapidly changing the digital landscape of Property & Casualty Insurance.
For the foreseeable future, interest rates are going to create significant pressure on the profitability of Life & Annuity carriers. Responding to these pressures requires quickly adapting new digital methods and technologies for accelerated underwriting, product introductions and customer acquisition.
Significant growth is forecasted for the management and underwriting of carrier programs to quickly, effectively and profitably deliver products to customers. The cornerstone of this shift is the MGA, MGU and Wholesale companies. Customers require the streamlined buying and services experience that only a comprehensive digital platform can provide.
Extensive industry expertise with venerable, heavyweight insurance executive and practice leader.
Trusted, go-to implementer of the Salesforce Industries Insurance Solution.
Proven track record in delivering Salesforce & Salesforce Industries into complex insurance environments including SMBs and major Fortune 500 companies.
Agile, boutique, mid-sized firm with the expertise and capabilities of a large integrator.
The advance low-code Salesforce Industries solution enables the introduction of transaction processing (Quote/Bind) earlier in the distribution chain, significantly increasing success.
Analytics and data is incorporated into the underwriting process to ensure decisions are based on proven automated models and human interaction.
Effective coverage and strategic positioning for the continued revolution in emerging risk marketplaces, driven by the explosion of the IoT and Gig economy.
A single platform to capture and transact while servicing customers in a unified manner that allows alignment across the distribution systems and market.
“I drive revenue and clients to the business. I work with multiple parties to make sure that the right insurance solutions match the clients and agents needs. I make sure that the insurance carriers that are being chosen, provide exceptional products and coverages. I require interaction with all parties to place complex risk.”
“I am where the rubber meets the road. My decisions each day affect prospects, customers and our company. So, a lot is riding on making sure I get these decisions right. To do that, I need to be able to focus on the risks that really require my expertise and allow the advance technology to handle the low-risk decisions without intervention. When I am involved, I need to have access to all the parties involved, all the information required and the specialized exceptions that each product or carrier will have, to ensure risks are properly covered for the right rate. Any deviations I make must be able to withstand the regulatory environment we work within.”
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“The three things we can all count on in life is death, taxes and claims. I am so glad to be able to help people get back on track with their lives by resolving their claims in an efficient and effective manner. This means that I have to have access to all the customer and policy data to ensure the claim is covered. Then I have to be able to pull the various claim information together into one platform that helps me focus on the claims when there is a change in status or information. Finally, I have to be able to resolve the claim with proven historical information and advanced analytics that can help claimants understand the resolution that allows them to get back on their feet quickly.”
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Donn is a multidimensional business executive and trusted advisor to senior executives in the insurance industry, with 30 years of deep experience. Donn has always placed great importance in maintaining lasting partnerships with clients based on honesty, mutual respect and a relentless commitment to helping them overcome organizational / industry challenges. Donn has successfully led organizations through numerous transformations leveraging his ability to:
Nicole is a multidimensional executive with over 20 years of vast industry and technical experience. As a trusted advisor in the insurance industry, Nicole's offers industry professionals advice on best practices, software architecture and guides teams to contain and deliver innovative, design forward software solutions that delight their customers while driving value for their company.
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Kishan is an accomplished, results-driven, techno-functional leader. He has 15 years of diverse IT experience in insurance, finance & health industries. He is a member of Salesforce Industries Industry Partners Masters Program and has achieved the Salesforce Industries Customer Endorsement Badge for the insurance industry. Kishan has successfully delivered Salesforce and Salesforce Industries solutions into complex insurance environments with his:
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.
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
We are always hosting events for insurance brokers and carriers, whether an industry conference, a Salesforce conference, or other customer gatherings.
Check out where we’re
going to be next!
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