Guidewire for Salesforce

Delight your customers. Empower your producers and service representatives. Deliver best-in-class customer service and engagement.

Today’s insurance customer expects fast and efficient service. You can exceed customer expectations and drive profitable growth with our Guidewire™ for Salesforce applications. Delight customers with personalized service by empowering producers and service representatives with access to the policy, billing, and claims information they need.

Natively built on the Salesforce Financial Services Cloud platform, Guidewire ProducerEngage™ for Salesforce Financial Services Cloud and Guidewire ServiceRepEngage™ for Salesforce Financial Services Cloud enable seamless integration between Guidewire InsuranceSuite™ and Salesforce Financial Services Cloud. Key data objects are synchronized and other data is instantly accessible through view on demand, which means that producers and service reps can now deliver responsive, personalized service that exceeds customer expectations and improves cross-sell and upsell opportunities.

The Guidewire for Salesforce applications delivered on Salesforce Financial Services Cloud combine the rich and robust performance of Guidewire InsurancePlatform™ with the CRM expertise of Salesforce.

Guidewire for Salesforce Applications Delivered on Salesforce Financial Services Cloud

The following 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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The Guidewire for Salesforce applications provide an integrated and intuitive experience that gives your producers and service reps the most up-to-date policyholder information. As a result, they can focus their attention on the needs of prospects and policyholders.

Key Features

  • 360-degree views of policyholder information (including customer contact information) and expanded summary views of policy, billing, and claims data
  • Near real-time synchronization between InsuranceSuite and Salesforce Financial Services Cloud, including activities and tasks, sales opportunities, global search, and creation of new customers and accounts
  • Embedded quote and bind transactions and flows for multiple lines of business: Personal Auto, Homeowners, Commercial Property, Business Owners Policies, and Workers’ Compensation
  • Selected reporting dashboards
  • “Smart Link” from Salesforce Financial Services Cloud to InsuranceSuite
  • Ability to pause and resume data entry for quotes, and to work on multiple quotes in parallel