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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.

GUIDEWIRE + SALESFORCE

Wrap & Extend Organizational Capabilities With A Guidewire Salesforce Integration.

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.

INTEGRATION BENEFITS

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.

GUIDEWIRE ON-DEMAND WEBINAR

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

Speakers Include Salesforce & Guidewire Experts

Learn how integrating Guidewire PolicyCenter with Salesforce FSC can transform your insurance agency. In this webinar, our experts will reveal how this synergy drives growth, boosts ROI, and enhances efficiency, productivity, and customer experiences.

SALESFORCE GUIDEWIRE INTEGRATION GUIDE

Igniting Innovation: Guidewire + Salesforce Integration for Insurance

At A Glance

Integrating Guidewire InsuranceSuite with Salesforce Financial Services Cloud offers property and casualty insurers a unified platform to enhance customer engagement, streamline operations, and ensure regulatory compliance. This integration provides real-time access to policy and claims data, enabling personalized service and efficient claims processing. By leveraging this combined solution, insurers can gain deeper insights into customer behaviors, automate sales and marketing efforts, and improve overall operational efficiency, leading to higher customer satisfaction and business growth

INTEGRATION EXPERTISE

Core Insurance System Integrations With Salesforce.

Duck Creek & Salesforce Integration Services
Applied Epic & Salesforce Integration Services
Majesco & Salesforce Integration Services
EzLynx & Salesforce Integration Services
Vertafore & Salesforce Integration Services
Finys & Salesforce Integration Services

FINANCIAL SERVICES // DATA

Financial Forecast: Data Cloud Potential within The Financial Services Industry

INSURANCE // AGENTFORCE

Cutting Churn Costs with Agentforce: A New Era for Insurance Retention.

INSURANCE // SALES

Securing Success: Compliance & Security in Insurance Sales with Salesforce.

SALES // DATA

Unlocking Sales Potential: The Power of Salesforce and Data Integration

Exceed Customer Expectations & Drive Profitable Growth by Wrapping & Extending Your Guidewire Capabilities.









Implementation Services

End-to-end deployment solutions put into action.

Optimization Services

Optimize for peak performance & effectiveness.

Integration Services

Link software application functionality & data.

Managed Services

Offload comprehensive tasks to an expert team.

AI & Data Services

Improve insights, customer experience & Innovation.

Access Commissions

Commission plans to best suit organizational goals.

Access QuickBooks

Connect Salesforce & QuickBooks seamlessly.

Access Docs

Premier document generation tool for simplifying processes.

Access Payments

Complete control over processing payments in Salesforce.

Banking

Commercial banks, credit unions, retail banking.

Insurance

Broker/agency, MGA/wholesaler, insurer/carrier.

Healthcare

Equipment, supplies, technology, life science tools.

Mortgage & Lending

Streamline mortgage lending with FSC solutions.

Public Sector

Deploy quicker, innovate & Increase productivity.

Wealth Management

Firms, RIAs, broker dealers & investment management.

Blog

The latest industry news, updates & info.

Customer Stories

Learn how our clients are making big changes.

Datasheets

Comprehensive docs outlining key information.

Demos

On-demand showcasing of featuring & capabilities.

One-Pagers

In-depth single page overview of brand & services.

Webinars

Live & on-demand online educational presentations.