Insurance

Helping insurers move from siloed to scalable

Modernize data, harness AI, and deliver personalized experiences built for carriers and brokerages.

Your partner in trust

Policyholders expect more than coverage

They want confidence that you’ll deliver—especially when it matters most.

Accountability builds trust

Trust is earned, not assumed. We align our success with yours, sharing risk and delivering solutions that help you keep your promises.

Clients

Outcomes guaranteed

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71%

reduction in case closure times

75%

cut in infrastructure costs

2.7

day decrease in customer wait times

DRIVING REAL IMPACT FOR INSURANCE BROKERAGES

Customer Stories

Client onboarding reduced to 1 day with Salesforce FSC

Insurance

hours saved per email campaign

hours to onboard a new client

Read story

Meet rising expectations with data-first solutions

For Carriers

360° visibility

View agencies, agents, and sales performance including pipelines, submissions, and renewals by LOB.

Relationship tracking

Automate meeting cadences and commitments to strengthen agency relationships.

Marketing Cloud integration

Run targeted agency campaigns directly from Marketing Cloud.

For Brokers

Producer support

Help producers manage BOR opportunities and commissions inside Salesforce.

End-to-end workflows

Streamline onboarding, renewals, and plan management with real workflows.

Centralized data

Capture rates, fees, and billing data all on a single platform that fits how your teams work.

ACCELERATORS

Pre-built insurance solutions

Save 2-4 weeks

FSC RapidRollout

Launch Salesforce Financial Services Cloud with prebuilt modules and proven implementation frameworks

QuickStart
Low-Code Configuration
Core Integration Ready

Fast-track your FSC implementation using pre-configured use cases for sales, service, and marketing.

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+10 team efficiency

Insurance Agent

Omnichannel digital assistant for agents

Agentforce
Claims Support
Agent Assist

‍

Reduce service time and increase policyholder satisfaction with an AI assistant for claims, fraud, agent knowledge, and customer web support.

Get started

Save 4 weeks

API Utility Accelerator

Connect Salesforce to any REST API—no code required

Real-Time Integration
No-Code Automation
External Data Access

Empower admins to create real-time and on-demand API integrations with external systems using a fully declarative, configurable Salesforce-native utility.

Get started

Tech that insurers love, backed by experts who get results

Salesforce Financial Services Cloud

Manage policies, claims, and customer relationships in one place. Streamline operations and deliver personalized service at scale.

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Salesforce Data Cloud

Unify policyholder data from every source. Gain real-time insights to drive smarter decisions and create tailored experiences.

Explore

Salesforce Marketing Cloud

Engage customers with the right message at the right time with targeted, multi-channel campaigns for acquisition, retention, and renewals.

Explore

Databricks

Turn raw data into actionable insights. Leverage AI and predictive analytics to optimize underwriting, claims, and risk management.

Explore

Twilio

Send appointment reminders, status updates, and service alerts through SMS, voice, and chat—automated and compliant.

Explore

Agentforce

Give agents guided workflows, smart prioritization, and real-time insights that make every conversation count.

Explore

Insights

We’ve got you covered

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AI, Marketing, and the Human Connection: Laura Sullivan Ethridge Joins Zennify as Advisor

Carlie Welsh

Director of Marketing & Communications

Reflecting on 2024: Zennify’s Year of Growth, Innovation, and Gratitude

Chris Conant

Chief Executive Officer

Walking the Walk: Zennify’s AI Transformation

Manvir Sandhu

Founder & Chief Innovation Officer

Your partner in trust

Policyholders expect more than coverage

Accountability builds trust

Outcomes guaranteed

Client onboarding reduced to 1 day with Salesforce FSC

Meet rising expectations with data-first solutions

360° visibility

Relationship tracking

Marketing Cloud integration

Producer support

End-to-end workflows

Centralized data

Pre-built insurance solutions

Tech that insurers love, backed by experts who get results

We’ve got you covered

AI, Marketing, and the Human Connection: Laura Sullivan Ethridge Joins Zennify as Advisor

Reflecting on 2024: Zennify’s Year of Growth, Innovation, and Gratitude

Walking the Walk: Zennify’s AI Transformation

Scaling insurance operations starts here