CHALLENGE
- Policyholders couldn’t access policy data independently.
- Manual claim processes caused delays and frustration.
- No automation to support timely claim initiation or status tracking.
SOLUTION
- AgentForce allowed self-service for policy lookup and claim initiation.
- Automated premium reminders and document uploads.
- Created seamless interaction for insurance processes.
TECHNOLOGY USED
- AgentForce
- Salesforce Financial Services Cloud
- Apex
- Flows
- Prompt Templates
RESULTS
- 40% reduction in claim initiation time.
- 30% decrease in support workload.