Salesforce Implementation Partner

Number 1 choice for optimising insurance operations
and systems with Salesforce

Salesforce Implementation Partner

Number 1 choice for optimising insurance operations
and systems with Salesforce

Insurance know-how combined with broad Salesforce expertise

Unlike traditional Salesforce partners, we focus exclusively on Insurance and Financial Services – covering all use cases across relevant Salesforce products. Our projects span from targeted innovations and optimisations to complex multi-year transformations, ensuring quality and scalability. Our guarantee is ensuring low-TCO by optimal usage of technology and existing assets, challenging of requirements and agile delivery of value.

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Our Salesforce services

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Customer 360

Using market leading insurance CRM, Financial Services Cloud (FSC), and customer data platform Data Cloud and other, you can make all customer data available to your employees and AI agents alike. Enable unparalleled customer satisfaction, reduce churn, skyrocket upsell and cross-sell. 

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Customer service automation

With the use of FSC, Service Cloud, and engagement tools such as Experience Cloud or Agentforce , your operations can be efficient, transparent to the customer, rich in self-service capabilities and measurable. Reduce costs and churn, increase customer and employee satisfaction. 

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Claim automation

Powered by FSC, Digital Insurance Platform and Field Service your claims will be paid quickly, accurately and safely. Your adjusters and partners will provide right service at the right time, according to their skills and with all necessary data. Reduce response times, decrease costs and leakage. 

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Digital Insurance Platform

With full blown product, policy and claim administration capabilities you can set up any portion of insurance value chain on Salesforce. We bring experience from the most comprehensive end-to-end insurance transformations on Salesforce, including solutions to complex issues such as billing or high-volume pricing.

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Intermediary management

Market-leading capabilities of FSC and Sales Cloud and Experience Cloud turbo-charge any sales force – call centre, tied agents, multiagents, brokers or affinity partners. Provide them with data-rich portals, leads and targets, quoting and commissions. Increase your sales, expand channels and reduce cost of acquisition. 

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Marketing tailored for insurers

Get the customer with top-of-the-line marketing automation of Marketing Cloud, powered by rich, unified customer data from Data Cloud. Deliver hyper-personalised communication, tailored offers and true omnichannel. Increase your new business acquisition and direct channels. 

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We focus on expanding Salesforce expertise every day, with a growing collection of certifications that reflects our eagerness to continuous development and specialization.

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Contact Us

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Hubert Młodzianowski
Head of Salesforce Competence
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Mariusz Halaczek
Salesforce Architect

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Frequently ask questions about Salesforce for insurance
What are Digital Insurance Platform advantages?
Can Salesforce be integrated with other insurance systems?
How can AI (Agentforce) empower employees in daily tasks?
What insurance-related challenges can be solved with specific Salesforce products?