Salesforce for Insurance

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Boost Your Policy Sales With Salesforce for Insurance Companies

Insurance sector is a close-knit network of carriers, agents, MGAs, retail, and wholesale brokers. Each of them has an eminent role to play in creating an enhanced user experience for the policy holders. This does not simply mean going paperless or providing the in-house team with a platform to manage policy details online or through a mobile app will be enough. What it really entails is understanding the process of developing, marketing, and servicing policies. This is where Damco does the heavy lifting for your business, enabling you to perform different functions while maximizing ROI by implementing customized Salesforce insurance solutions.

As a renowned Salesforce Gold Partner, Damco has technical competence in providing development, consulting, and implementation services for varied Salesforce Clouds, Insurance CRM – Salesforce, Pardot, and much more. We enable users to unify their operations and gain next-level efficiencies faster.

Salesforce for Insurance Companies

Our Salesforce Insurance Solutions

We help you leverage Salesforce to boost productivity and growth through several useful offerings ranging from consultation, implementation, training, support, and managed services.

Salesforce Consulting

Tailored CRM solutions and strategies to keep pace with changing business needs.

Marketing Cloud

Automate Email Marketing/Social Media Campaigns and use Text/Push Notifications to reach customers faster and enhance their buying journey.

Sales Cloud

Automate Lead Management, Opportunity Management, Account & Contacts, Territory and Forecasting, along with Partner Relationship management.

Service Cloud

Benefit from hassle-free Case Management, Self Service, Asset Management, Integrated Contact Center, Live Chat, Shared Knowledge Base, and Help Desk.

Financial Services Cloud

Get timely and suitable financial guidance to manage insurance claims. Empower insurance agents to provide personalized advice to customers and build strong relationships.


B2B marketing automation solutions to help marketing and sales in creating and managing online marketing campaigns from one centralized platform.

Salesforce Integration

Integrations with other enterprise applications to facilitate end-to-end data flow. Strong experience in MuleSoft, CPQ, Marketing Cloud, and more.

AppExchange Solutions

Experience in collaborating, conceptualizing, designing, and developing new apps for publishing on AppExchange. Custom implementation of third-party apps.

App Development

Leverage the power of custom applications with tailored Salesforce solutions to suit your business requirements.

Empowering Insurers to Nurture Relations, Sell More Policies, and Improve CSAT Score With Customized Salesforce Solutions

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Why Salesforce for Insurance Business?

Sales Enablement

Know your prospects better and build deeper connections. Monitor the progress in real-time and manage all activities on a single platform.

Marketing Automation

Plan and execute data-first digital campaigns and ensure efficient lead management.

Customer Service

Ensure faster resolutions to user queries and provide personalized customer service and communication.

Advanced Analytics

Evaluate ongoing activities and make quick decisions. Pivot fast whenever required and make informed, data-driven decisions.

Integration Capabilities

Leverage easy flow of data by integrating your CRM with multiple systems such as Insurance Management system, Accounting, and Mobile apps.

360-degree Transparency

Get visibility on activities such as marketing, sales, agency appointment, clearance, underwriting, quoting, claims, and renewal management among others.

Insurance Insights


We provide robust tools to insurers to collaborate with policyholders in real-time. From onboarding customers to collecting payments and servicing them, Salesforce is a one-stop solution for all.

Damco provides consultation and implementation services of Salesforce CRM, Salesforce Clouds, Pardot, AppExchange solution, and much more.

As an Insurance CRM, Salesforce empowers you to stay connected with customers, improve business performance, and upsell, cross-sell to prospects which in turn helps the organization in improving the ROI significantly.

Salesforce cloud caters to different mission-critical functions in the insurance industry. The different types are Marketing, Sales, Service, Experience, and Financial cloud.

Yes, insurers can integrate Salesforce with core platforms and have a consolidated view of complete business including marketing, sales, customer service, and much more.