Insurance

Zennify understands that the key to maximizing customer engagement lies in integrating disconnected data systems, tools, processes and people, and uniting them to create comprehensive technology ecosystems that unlock powerful business insights.

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Our approach leverages leading CRM technology based on Salesforce Financial Services Cloud, paired with best-in-class insurance software, and backed by years of experience and broad industry knowledge. Zennify’s transformative solutions have helped numerous insurance providers revolutionize the policyholder, agent and service representative experience and build fruitful relationships that last for lifetimes.

Zennify integrates Financial Services Cloud with other core insurance technology systems, creating a single pane of glass that enables providers to:

Revolutionize the client and agent experience
Deepen relationships and grow sales
Increase productivity and operational efficiency
Accelerate business strategy and enrich partnerships
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Revolutionize the client and agent experience

  • Give insurance professionals a complete, 360-degree view of each policyholder—including claims, coverage, life events, business milestones and more—equipping them to understand and serve customers better than ever
  • Empower policyholders to communicate effortlessly with the right representative—anytime, on any device or channel—and even submit and monitor claims straight from their phone
  • Enable agents to view customers’ assets and holdings and deliver personalized, relevant products and services to meet their needs
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Deepen relationships and grow sales

  • Capture and visualize life events that trigger changes in insurance needs—such as home purchases, job changes and college graduations—enabling agents to proactively offer advice and solutions, build trust and bolster their books of business
  • Link policies, customers and households to cases and claims, and establish alerts to update agents with critical context
  • Prioritize relationships and collaborate across lines of business with intelligent referral routing, scoring and insights
  • Map and visualize key policyholder relationships across households, business groups and centers of influence
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Increase productivity and operational efficiency

  • Intelligently automate and prioritize tasks to help agents address the most urgent cases first and manage customer engagements consistently, collaboratively and compliantly
  • Boost efficiency and speed time-to-value with predefined, step-by-step templates for common processes such as address updates, beneficiary updates, First Notice of Loss (FNOL) and more
  • Help agents and managers move speedily from data to insight and optimize their books of business with built-in, insurance-specific analytics and artificial intelligence
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Accelerate business strategy and enrich partnerships

  • Equip independent agents, brokers and distributors with pre-built templates to quickly and affordably deploy rich, branded portal experiences for policyholders
  • Rapidly integrate data across partners, departments and back-office systems with simple, reusable APIs to expedite service delivery across all channels
  • Improve customer-agent engagement with simple, streamlined appointment booking capabilities
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As a Salesforce Platinum Consulting Partner, Zennify draws on its deep understanding of industry best practices and familiarity with widely used technologies to help insurance companies create intelligent, high-touch customer engagement platforms.


At the core of Zennify’s approach lies Salesforce Financial Services Cloud, built on the world’s number one CRM platform, reimagined for insurance providers and enabling them to put policyholders at the center of every interaction. Financial Services Cloud aggregates data such as policies, coverage, claims, relationships, life events, business milestones and more into a 360-degree view of every client and household—paired with powerful analytic tools for agents and service reps.