Guidewire Salesforce Integration to Enable a Unified & Holistic Customer View

Don’t settle for ordinary customer service – take your policyholder experience to new heights with our integrated solution for success: Guidewire Salesforce integration. By leveraging the superior capabilities of these industry-leading platforms, you’ll empower your agents and service representatives, exceed customer expectations, and stay prepared for whatever the future of insurance holds.

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A Guidewire Salesforce integration enables your insurance organization to streamline operations, enhance customer interactions, and drive overall business success through improved data accuracy, automated workflows, and personalized engagement. It’s a strategic move that positions your company for growth in the competitive insurance industry.

Supercharge Success: Guidewire PolicyCenter & Salesforce FSC Integration for Accelerated ROI

ON-DEMAND WEBINAR

Discover the power of integrating Guidewire PolicyCenter and Salesforce FSC in this webinar designed exclusively for insurance agencies seeking accelerated success. Join our team of experts as we explore the synergistic benefits of these cutting-edge platforms and uncover how their integration can supercharge your agency’s growth and boost your ROI. From streamlined operations to enhanced customer experiences, we’ll show you how this integration can unlock new levels of efficiency, productivity, and profitability.

Benefits of Integrating Salesforce & Guidewire

Maximize Customer Centricity & Agility

Break free from the limitations of fragmented systems and disconnected data in the insurance industry. By seamlessly connecting Guidewire Salesforce integration, we provide instant access to integrated data, enabling a comprehensive understanding of your policyholders and empowering you to deliver experiences that truly delight at every touchpoint.

Superior Data Integration

Unlock the power of seamless integration between Guidewire and Salesforce with bi-directional data transfer. Key header-level attributes of policy and claims data seamlessly flow into Salesforce Financial Services Cloud, enabling enhanced features and functionalities. Experience the benefits of global search, effortlessly identifying callers based on associated policies and claims. Enjoy an omnichannel customer experience as quotes and claims initiated in Guidewire appear in Salesforce in near real-time. Streamline workflows with synchronized activities and notes, gaining a single-pane view of cross-system processes across Salesforce and Guidewire.

On-Demand InsuranceSuite Views

Gain instant access to detailed information using native Salesforce Lightning Web Components, retrieving secure data from Guidewire PolicyCenter, ClaimCenter, and BillingCenter. Experience the power of native Salesforce UI components, viewing InsuranceSuite data directly within Salesforce, regardless of storage in Salesforce Financial Services Cloud. Enjoy configurable 360° visibility by combining UI and custom components for comprehensive views of policy transactions, billing summaries, and claims exposure.

Efficiency, Redefined

Embedded digital flows enable users to initiate cross-system transactions directly within Salesforce, streamlining user processes. The embeddable digital UI provides real-time quoting and servicing capabilities integrated with InsuranceSuite, ensuring a seamless and efficient experience. With secured access to PolicyCenter, ClaimCenter, and BillingCenter transactions, digital security is applied at each entry point.