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Alternative Claims Management

The overview

Finance@2x

Industry

Finance, Insurance

Products

Community Cloud, Pardot, Sales Cloud, Service Cloud

Challenge

  • Multi-step claims process including multiple parties
  • Processes were completed primarily on paper and disconnected systems that required employees to be in the office
  • Reporting was greatly lacking

Solution

  • Implementation of Service Cloud that is customized to handle every step of the claims process
  • Integrated Billing and Accounting systems so financials could be reported on
  • Customer Community created so that claims can be initiated online through the portal

Results

When COVID-19 required non-essential remote work, the client was able to continue all business processes since everything was moved onto the Salesforce platform.

What our clients are saying about us

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