Unify Insurance Experiences with Financial Services Cloud The world’s #1 CRM, reimagined for insurance Insurance Console App Always-on panoramic view of performance metrics, relevant insights and actions across each policyholder’s family, life events, and claims Lightning Flows Integrate data, apps, and devices to empower agents with step-by- step guidance for managing customer service requests Life Events Visualize ten customer life events such as birth of a child, graduation, marriage to engage empathetically and deepen relationships with customers. Insurance Analytics Focus on what it is important to reduce attrition, grow the business and develop your sales teams. CONFIDENTIAL
