Financial Services Cloud is Salesforce's product for banking, wealth and insurance. Its insurance data model covers policies, claims and producers.
Salesforce Select Partner · 30+ Salesforce certifications · US and Australia
Salesforce for insurance for policy service, claims and distribution on one platform.
We set up Salesforce for carriers, brokers and agencies: Financial Services Cloud for policy servicing, claims intake and status, distribution, quoting and customer service, connected to the core systems you already run.
See the insurance workflows
- 20+Enterprise implementations
- 15+Years of team experience
- 30+Salesforce certifications
- 5.0/5Client satisfaction (CSAT)
Proven Success With
30+ Salesforce certifications · 5.0/5 CSAT
New to Salesforce for insurance?
What is Salesforce for insurance?
Financial Services Cloud for Insurance Brokerages adds brokerage features such as commissions, agency billing and policy servicing.
Your policy administration, claims and billing systems usually stay in place. Salesforce connects to them and runs service, sales and distribution.
When to start
When do insurers bring in Salesforce?
Most insurance programs start with one of these.
Renewals slip
Policies renew or lapse without anyone talking to the customer.
Service by inbox
Endorsements and requests tracked in email and shared drives.
A new core system
A new policy or claims system needs a front office that works with it.
Agencies acquired
Brokerages bought, each with its own agency management system.
Claims calls pile up
Policyholders call to ask where their claim is.
What we build
What does Salesforce do for insurance carriers and brokers?
Eight services. Most insurers start with servicing or distribution and add the rest.
- INS-100
Financial Services Cloud for insurance
Households, policies, claims and producers on one data model.
- INS-200
Policy servicing
Endorsements, renewals and cancellations handled as tracked requests.
- INS-300
Claims intake and status
First notice of loss captured and claim status visible to service.
- INS-400
Distribution and producers
Agents and brokers onboarded, appointed and supported.
- INS-500
Quoting and new business
Submissions, quotes and proposals tracked through to bind.
- INS-600
Customer service console
Policies, claims and history on one screen.
- INS-700
Core system integration
Policy administration, claims, billing and rating connected.
- INS-800
AI agents for insurance
Agentforce for service requests, claim intake and documents.
One view of the policyholder
How does Salesforce work with our policy and claims systems?
Your core systems keep the transactions. Salesforce brings their data together so service, sales and distribution work from one view.
- Policy administration
- Claims system
- Billing
- Agency management system
- Rating engine
Financial Services Cloud
- Policyholders and households
- Policies and coverages
- Claims and status
- Producers and commissions
- Service requests and tasks
Cores stay the record
Policy, claims and billing systems keep the transactions. Salesforce shows them and acts on them.
Connected through APIs
MuleSoft or your integration platform keeps the data current in both directions where needed.
One screen for service
Agents and service staff answer from one place instead of five.
Typical workflows
Which insurance workflows run in Salesforce?
Four end-to-end workflows, with the Salesforce features that usually serve each one.
Quote and bind
- Submission
- Quote
- Proposal
- Bind
Opportunities and quotesRating engine through APIsDocument generation
Policy servicing
- Request
- Endorsement
- Renewal
- Cancellation
Insurance Service ConsoleInsurance policy recordsAction plans
Claims
- First notice of loss
- Triage
- Status updates
- Settlement
Service Cloud casesClaims ManagementExperience Cloud claim portal
Distribution
- Recruit
- Appoint
- Support
- Pay commissions
Producer recordsFSC for Insurance BrokeragesPartner portal on Experience Cloud
AI agents
Can an AI agent take a first notice of loss?
Yes, the intake part. An Agentforce agent collects the details and gives the claim number. Coverage decisions and settlement stay with your claims handlers.
- Policyholder
- Agentforce agent
- Salesforce
- Claims system
- Claims handler
- Policyholder to Agentforce agent: Reports a burst pipe
- Agentforce agent to Salesforce: Finds the policy
- Agentforce agent to Policyholder: Asks for the date of loss and photos
- Policyholder to Agentforce agent: Sends the photos
- Agentforce agent to Claims system: Lodges the first notice of loss
- Claims system to Agentforce agent: Returns the claim number
- Agentforce agent to Policyholder: Confirms the claim number and next steps
- Salesforce to Claims handler: Assigns the claim for review
- Claims handler to Policyholder: Calls to assess the claim
Data and compliance
How does Salesforce support insurance regulation?
Insurers answer to state insurance regulators in the United States and to APRA and ASIC in Australia. We build controls that support your compliance team; they decide what applies.
- Preventive
License and appointment check before a producer is assigned
Business written by someone not licensed or appointed for that line or region.
- Preventive
Consent and contact preferences per channel
Marketing sent to people who did not agree to it.
- Preventive
Restricted fields for health and financial details
Sensitive policyholder information seen by staff who do not need it.
- Detective
Complaint flag and response timer on cases
Complaints not handled within the time regulators expect.
- Detective
Disclosure records on quotes and renewals
No proof the customer received required documents.
- Detective
Audit trail on policy and claim changes
Untracked changes to customer records.
How it runs
How does a Salesforce rollout run for an insurer?
Four phases. The written proposal states the scope and milestones before anything starts.
- Phase 1
Discover
Agree where Salesforce starts.
- Lines of business and channels mapped
- Core systems and data owners listed
- First workflow chosen
- Phase 2
Foundation
One view of the policyholder.
- Financial Services Cloud data model
- Policy and claims data connected
- Service console live
- Phase 3
Extend
More workflows on the same platform.
- Distribution and producer management
- Quoting and renewals
- Policyholder and broker portals
- Phase 4
Automate
Routine work handled for staff.
- Agentforce for service requests
- First notice of loss intake
- Monthly improvement plan
Cost and timing
What it costs and how long it takes
The review is free
A 60-minute architecture review of your insurance Salesforce setup, with a written plan you keep.
A fixed-scope proposal first
Before any work starts you get a written proposal: a fixed-scope project with milestones, or a monthly plan. You approve it, or you do not.
Timing follows scope
How long it takes depends on what is in scope. The proposal states the milestones, so you see the timeline before you commit.
Client stories
Client work we have delivered
Real engagements, described by industry. Each story covers the starting position, what we built and how we delivered it, end to end.
Financial ServicesLead-to-Funded Automation Across Eight Lending BrandsSales Cloud for a US alternative lender: lead-to-funded automation, an eight-brand, 15-step email sequence engine design controlled by Salesforce status, Instantly API integration and Gmail sync.Sales Cloud · Salesforce Platform · Flow · ApexRead the story 
Financial ServicesAI Deal Matching That Screens Companies Against Every Investor MandateSales Cloud, Agentforce, Data 360 and Prompt Builder for a US private equity advisory firm: mandates, AI first-pass ranking, deep scoring with rationale, and deals created from approved matches.Sales Cloud · Agentforce · Data 360 · Prompt BuilderRead the story 
Commercial & Business ServicesPhase 2 of an Enterprise Program Across Sales, Service and CPQA multi-cloud Phase 2 of about 960 hours for an enterprise B2B business: Sales Cloud, Service Cloud and Salesforce CPQ joined into one process, from architecture to release and change management.Sales Cloud · Service Cloud · Salesforce CPQ · Salesforce PlatformRead the story Client reviews
What clients say about working with our architects
See how teams describe working with SynconAI, from first scope to production delivery.
Salesforce Select Partner30+ Salesforce certificationsDelivery from Delaware & Sydney, worldwide
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Jack BennettConsumer Goods & Retail · United States
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Salesforce Managed ServicesAustraliaSalesforce Verified
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Financial ServicesUnited StatesSalesforce Verified
“Working with SynconAI was a seamless and highly professional experience from start to finish. They took the time to deeply understand our business processes before designing and implementing a Salesforce solution tailored specifically to our operational needs. The team demonstrated strong technical expertise across Salesforce configuration, automation, integrations, reporting, and user experience design.”
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Frequently asked questions
Salesforce for insurance, answered.
Straight answers about Financial Services Cloud, policy and claims systems, regulation and AI agents.
Salesforce set up for carriers, brokers and agencies, mainly on Financial Services Cloud: policy servicing, claims intake and status, distribution, quoting and customer service, connected to your core insurance systems.
Yes. It includes an insurance data model for policies, claims and producers. Financial Services Cloud for Insurance Brokerages adds brokerage features such as commissions and policy servicing.
Usually not. Most insurers keep their policy, claims and billing cores and run service, sales and distribution in Salesforce. Salesforce also sells policy and claims products, and we help you compare.
Yes, at the level you need: intake and status for service teams, a claims portal for policyholders, or Salesforce Claims Management for more of the process. Your current claims system shapes the choice.
We build controls such as license checks, consent records, complaint timers, restricted fields and audit trails. Your compliance team decides what each regulator requires. Nothing here is legal advice.
The intake part, yes. An Agentforce agent collects the details, lodges the claim and gives the claim number. Coverage decisions and settlement stay with your claims handlers.
Yes. Brokers and agencies need client servicing, renewals and commissions; carriers need distribution, servicing and claims. We shape Financial Services Cloud to whichever you are.
No. SynconAI is a consulting partner. Salesforce owns contracts and pricing; we help you work out which products you need before you talk to them.
Salesforce, Financial Services Cloud, Service Cloud, Experience Cloud, MuleSoft and Agentforce are trademarks of Salesforce, Inc. SynconAI is an independent consulting firm and is not affiliated with or endorsed by Salesforce, Inc. Nothing on this page is legal advice.
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