Alternative Claims Management

The overview



Finance, Insurance


Community Cloud, Pardot, Sales Cloud, Service Cloud


  • 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


  • 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


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.

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