Modernize Insurance Operations with Salesforce FSC
Comprehensive implementation roadmap for P&C agencies, life & health brokers, and insurance carriers. From Applied Epic migration to policy administration automation and renewal management.
Who This Guide Is For
Designed specifically for insurance organizations implementing Salesforce Financial Services Cloud
P&C Agencies
Property & casualty agencies seeking to automate quote-to-bind processes and carrier integrations
- Multi-carrier quoting
- Commercial lines specialization
- Policy renewal tracking
Life & Health Brokers
Employee benefits brokers and life insurance agencies focused on client retention and enrollment automation
- Benefits enrollment workflows
- Annual open enrollment
- Carrier commission tracking
Insurance Carriers
Regional and specialty carriers managing agent networks and direct-to-consumer channels
- Agent portal & commissions
- Claims management integration
- Underwriting workflow automation
Managing General Agents
MGAs and wholesalers managing complex underwriting and multi-carrier distribution
- Underwriting authority management
- Carrier relationship tracking
- Policy binding workflows
Discovery & Strategic Planning
Comprehensive assessment of insurance operations, technology stack, and growth objectives
Business Discovery
Insurance Products & Lines
- Commercial Lines: GL, WC, BOP, Professional Liability, Cyber, D&O
- Personal Lines: Auto, Homeowners, Umbrella, Life, Health
- Specialty: Bonds, Surety, E&S, Program business
- Benefits: Group health, dental, vision, life, disability, voluntary
Current Pain Points
- Manual data entry from carrier portals (Applied Epic, Guidewire)
- Missed renewal opportunities and lapse notifications
- Commission reconciliation taking 40+ hours/month
- No visibility into cross-sell opportunities across household
Success Criteria
- Reduce quote turnaround from 48 hours to <6 hours
- Achieve 95%+ renewal retention through automated workflows
- Increase cross-sell revenue per household by 35%
- Enable 360° client view across all policies and carriers
Technical Discovery
Agency Management Systems
- Applied Epic: API connectivity, IVANS downloads, batch data export
- Vertafore AMS360: Real-time integration via REST APIs
- Duck Creek: Policy admin system integration for carriers
- Guidewire: PolicyCenter, BillingCenter, ClaimCenter sync
Rating & Quoting Systems
- EZLynx: Comparative rater for personal lines
- Turborater: Multi-carrier quoting engine
- IVANS: Real-time carrier connectivity
Commission & Accounting Systems
- Ebix SmartOffice: Commission reconciliation
- QuickBooks: Financial integration
Compliance & Regulatory Requirements
- State insurance department licensing and E&O requirements
- Data privacy (GLBA, CCPA) and PII protection
- Producer appointment tracking and renewal alerts
Phase 1 Deliverable: Strategic Roadmap Document
Included Artifacts:
- Current state assessment with gap analysis
- Future state architecture diagram
- Integration architecture design
- Data migration strategy (Applied/AMS360 → Salesforce)
Timeline & Budget:
- 10-14 week implementation timeline
- Investment estimate with ROI projections
- Resource requirements and RACI matrix
- Risk mitigation and change management plan
Download Complete Insurance Implementation Checklist
Get our comprehensive 68-point checklist covering all 6 phases of Salesforce FSC implementation for insurance
Data Migration & System Integration
Seamless migration from Applied Epic/AMS360 and integration with carrier systems
Migration Scope
- Client/prospect records with household structure
- Active policies with renewal dates
- Claims history (3-5 years)
- Commission statements (current year)
- Activity notes and document attachments
Carrier Integrations
- IVANS real-time policy download
- EDI 270/271 for benefits verification
- Carrier portal auto-login (single sign-on)
- Commission statement parsing
Data Quality
- Duplicate client detection & merge
- Address standardization (USPS CASS)
- Email validation and cleanup
- Policy renewal date accuracy check
Policy Administration Setup
Configure Salesforce FSC for multi-carrier policy tracking and household management
FSC Configuration for Insurance
Core FSC Objects
- Person Accounts: Individual clients with household relationships
- Households: Family rollup for policy & revenue view
- Financial Accounts: Modified to represent policies
- Claims: Track claim submission and resolution
Custom Objects
- Policies: Carrier, premium, renewal date, coverage limits
- Quotes: Multi-carrier quoting workflow
- Commissions: Producer splits and reconciliation
- Renewals: Automated renewal pipeline management
Renewal Automation & Retention
Automated workflows to maximize retention and identify cross-sell opportunities
Renewal Workflow
- 90 Days Before: Auto-create renewal opportunity, assign to producer
- 60 Days Before: Email client for updated info, schedule renewal call
- 45 Days Before: Generate renewal quotes, proposal delivery
- 30 Days Before: Send renewal reminder, bind policy, update CRM
- 14 Days Before: Escalation alert for unbound renewals
Cross-Sell Triggers
- Life Event Detection: Marriage, new child, home purchase triggers
- Coverage Gap Analysis: Auto + home without umbrella policy
- Business Client Identification: Commercial lines opportunity flags
- Household Consolidation: Multiple carriers → single carrier savings
Success Metrics & ROI
Ready to Modernize Your Insurance Operations?
Schedule a consultation to discuss your Salesforce FSC implementation