Guidewire Digital for Salesforce Financial Services Cloud

Empowering insurance workers with self-service digital tools to deliver best-in-class customer service and engagement

An increasingly common requirement for Guidewire customers is integrating the capabilities of InsuranceSuite with Salesforce. Guidewire’s partnership with Salesforce now meets this demand and brings together the leaders in the P&C insurance and CRM spaces—creating a best-in-class digital solution for insurers.

Guidewire Digital™ for Salesforce Financial Services Cloud combines the rich functionality of InsuranceSuite and our Digital platform with the CRM expertise of Salesforce.

Digital Applications Delivered on Salesforce Financial Services Cloud

The following Guidewire Digital applications are delivered natively on top of Salesforce Financial Services Cloud.

Guidewire ProducerEngage™ for Salesforce Financial Services Cloud
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Guidewire ServiceRepEngage™ for Salesforce Financial Services Cloud
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These applications enable P&C insurers to configure unique digital and CRM strategies without concerns around technology or integration of the platforms. Each application has these key features:

  • 360-degree, holistic views of policyholder information, including customer contact information, and expanded summary views of policy, billing, and claims data
  • Real-time, bi-directional synchronization between Salesforce Financial Services Cloud and Guidewire PolicyCenter™ — changes made on the Salesforce platform are instantly reflected in Guidewire InsuranceSuite
  • Synchronization of activities / tasks between Salesforce Financial Services Cloud and Guidewire InsuranceSuite
  • Embedded Quote and Bind transactions and flows for multiple lines of business: Personal Auto, Commercial Property, and Business Owners Policies
  • Synchronization of opportunities between Salesforce Financial Services Cloud and Guidewire InsuranceSuite
  • Customer Search in Salesforce, and creation of new customers/accounts in Salesforce and Guidewire InsuranceSuite
  • Selected reporting dashboards
  • “Smart link” from Salesforce Financial Services Cloud to Guidewire InsuranceSuite
  • Ability to pause and resume data entry for quotes and work on multiple quotes in parallel
  • Applications have been tested and optimized for different interfaces and form factors (for example, Salesforce Native Web Interface, Salesforce Mobile App for tablet)

Bring the Power of Guidewire to Your Agents, CSRs, and Customers with Salesforce Financial Services Cloud

Keeping all channels operating from one source of information—a single source of truth—is the best way to ensure a consistent customer experience across all digital and traditional communication channels.

A single source of truth is at the heart of the Guidewire Digital approach and maintains consistency across channels while still enabling customizability when needed. By integrating natively with Salesforce Financial Services Cloud, the power of the underlying CRM platform enhances engagement and empowers users to deliver superior customer service.

Lower the Total Cost of Ownership

Digital engagement solutions often require duplication of core system rules, flows, and features. By re-using existing Guidewire InsuranceSuite configurations, the Guidewire Digital applications on Salesforce Financial Services Cloud avoid costly duplication and result in improved maintenance. Leveraging InsuranceSuite logic also improves speed-to-market by reducing implementation time as well as more efficiently enabling changes.

Access to future Guidewire applications for Salesforce will enable insurers to tap into a stream of innovations and provide compatibility with future releases of the Guidewire core systems. When added to the power of Salesforce CRM through the Financial Services Cloud, the Guidewire Digital applications will ensure that P&C insurers receive a best-in-class customer engagement solution.