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Times are tough, and yet some insurance companies are managing not only to adapt and innovate, but to reduce risk at the same time. To see how, look no further than companies like Allianz Insurance, Aon, and Standard Life. ese and many other insurance leaders choose salesforce.com to help transform their businesses and reduce the complexity of their IT footprints. And they’re not alone: Insurance companies of all sizes—from the largest global carriers and brokers to local, independent agents—use salesforce.com’s cloud-computing solutions. Today more than 72,000 companies around the globe use salesforce.com’s multitenant cloud platform to run their businesses. Insurance carriers find success in the cloud Some of the world’s leading insurance carriers trust salesforce.com’s solutions to grow their businesses and better manage relationships with customers, carriers, brokers, and agents across business lines. Salesforce.com’s pioneering applications and platform can help you: Manage your most important customer and intermediary relationships Provide a stellar service experience and nurture stronger, deeper customer relationships Find new ways to work more productively and operate more profitably Salesforce.com’s solutions for insurance carriers make it easy to run your business, build powerful custom applications, and collaborate with partners—all without software, hardware, or huge up-front costs. So you can focus your valuable resources on your core business. Make the most of your distribution channel To grow the business, carriers must optimize distribution and improve relationships with their agents and brokers. Salesforce CRM streamlines the process of recruiting, managing, and communicating with these key partners. e agent portal makes it easy to interact and share information with your agents in real time. Easy-to-use collaboration tools break down communication barriers and bring you closer to your channel partners so you can work together to win more business. And because channel sales may be just one part of your sales picture, Salesforce CRM’s reporting capabilities cover both direct and indirect sales, so you have an integrated view of the business. Provide seamless service across all channels In these difficult times, you need to retain every customer and close every renewal. Salesforce CRM provides a 360-degree view of your customers so that you can provide coordinated service across business lines, better identify and execute on cross-sell opportunities, and deepen those all-important customer relationships. Salesforce.com’s Service Cloud brings the power of Web 2.0 and social communities to your customer service, so you can join conversations in the cloud and build a more engaged and loyal customer community. Build and deploy custom applications in no time Salesforce.com’s Force.com cloud platform helps you create a custom-tailored solution to manage your book of business more effectively. With Force.com, you can build custom applications to run alongside Salesforce CRM five times faster and at half the cost of traditional software development. In addition to your very own custom applications, the Force.com platform simplifies integration with your back-office systems such as underwriting, policy administration, and billing as well as desktop apps like email and spreadsheets. So everything is at your fingertips when you interact with customers. Using Salesforce, we get the prices and the level of profit we want from the right type of partners. Phill Spalding Broker Development Manager Allianz Insurance The Real-Time Cloud for Insurance Companies

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Page 1: The real time cloud for insurance companies (insurance carriers datasheet)

Times are tough, and yet some insurance companies are managing not only to adapt and innovate, but to reduce risk at the same time. To see how, look no further than companies like Allianz Insurance, Aon, and Standard Life. These and many other insurance leaders choose salesforce.com to help transform their businesses and reduce the complexity of their IT footprints. And they’re not alone: Insurance companies of all sizes—from the largest global carriers and brokers to local, independent agents—use salesforce.com’s cloud-computing solutions.

Today more than 72,000 companies around the globe use salesforce.com’s multitenant cloud platform to run their businesses.

Insurance carriers find success in the cloudSome of the world’s leading insurance carriers trust salesforce.com’s solutions to grow their businesses and better manage relationships with customers, carriers, brokers, and agents across business lines. Salesforce.com’s pioneering applications and platform can help you:

▪ Manage your most important customer and intermediary relationships

▪ Provide a stellar service experience and nurture stronger, deeper customer relationships

▪ Find new ways to work more productively and operate more profitably

Salesforce.com’s solutions for insurance carriers make it easy to run your business, build powerful custom applications, and collaborate with partners—all without software, hardware, or huge up-front costs. So you can focus your valuable resources on your core business.

Make the most of your distribution channelTo grow the business, carriers must optimize distribution and improve relationships with their agents and brokers. Salesforce CRM streamlines the process of recruiting, managing, and communicating with these key partners.

The agent portal makes it easy to interact and share information with your agents in real time. Easy-to-use collaboration tools break down communication barriers and bring you closer to your channel partners so you can work together to win more business. And because channel sales may be just one part of your sales picture, Salesforce CRM’s reporting capabilities cover both direct and indirect sales, so you have an integrated view of the business.

Provide seamless service across all channels In these difficult times, you need to retain every customer and close every renewal. Salesforce CRM provides a 360-degree view of your customers so that you can provide coordinated service across business lines, better identify and execute on cross-sell opportunities, and deepen those all-important customer relationships.

Salesforce.com’s Service Cloud brings the power of Web 2.0 and social communities to your customer service, so you can join conversations in the cloud and build a more engaged and loyal customer community.

Build and deploy custom applications in no time Salesforce.com’s Force.com cloud platform helps you create a custom-tailored solution to manage your book of business more effectively. With Force.com, you can build custom applications to run alongside Salesforce CRM five times faster and at half the cost of traditional software development.

In addition to your very own custom applications, the Force.com platform simplifies integration with your back-office systems such as underwriting, policy administration, and billing as well as desktop apps like email and spreadsheets. So everything is at your fingertips when you interact with customers.

“Using Salesforce, we get the prices and the level of profit we want from the right type of partners.”Phill Spalding

Broker Development Manager Allianz Insurance

The Real-Time Cloud for Insurance Companies

Page 2: The real time cloud for insurance companies (insurance carriers datasheet)

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Hungry for more? The AppExchange and salesforce.com’s ecosystem of partners offer hundreds of ways to complement and extend your salesforce.com solution to meet your evolving needs at a fraction of the cost of homegrown and on-premises solutions.

The solution of choice for agents and brokersIntermediaries and advisors of all sizes—including Aon, Cottingham & Butler, and Keenan & Associates—rely on Salesforce CRM and the Force.com platform to grow their businesses and better serve customers. Like other companies worldwide, they’ve discovered the proven advantages of salesforce.com’s cloud-computing solutions:

▪ Applications that are as easy to use as consumer Web sites like Amazon.com

▪ A subscription model that means salesforce.com’s success is tied to yours

▪ Point-and-click customization for faster deployment and time to value

▪ A multitenant platform that scales with your needs and gives you the latest innovations automatically—free

With salesforce.com’s cloud-computing model, you’re up and running quickly without the long and costly implementations that plagued traditional, on-premises solutions. Pricey upgrades and maintenance headaches disappear, too, because there’s no hardware or software to manage. All you have to worry about is what really matters: your core business.

Build a more productive sales organizationWith salesforce.com’s insurance solutions, you can simplify and standardize the process of taking a customer from inquiry to quote to policy. Salesforce CRM automates many tasks to help agents work more effectively and better serve your customers. Easy-to-use marketing and relationship-management tools help producers make the most of their time with customers in the field. That translates into improved efficiency, a bigger book of business, and closer client relationships.

Deliver world-class service that delights your customersNow more than ever, client satisfaction is critical: You can’t afford to lose sight of the customer. And today, many of your customers are turning to Web sites and communities first when they need information or service. Salesforce.com’s Service Cloud takes you there, so you can build customer loyalty and join the conversation in the cloud.

Just as important as engaging with your customers in Web communities is getting a 360-degree view of your clients across business lines. It’s the best way to provide coordinated service and effectively identify and execute on cross-sell opportunities. All so that you can deepen your relationships with customers over the long term.

Easily integrate and innovate with the Force.com platform The Force.com platform provides plenty of flexibility to make your salesforce.com solution truly yours. It’s easy to customize Salesforce CRM for your specific needs as well as build and deploy custom applications. Pre-integrated connectors for desktop apps like email and spreadsheets synchronize your desktop work with Salesforce CRM. And Salesforce.com’s AppExchange offers hundreds of cloud-computing applications to complement or extend Salesforce CRM exactly as you need it.

No other solution has the flexibility and scalability of salesforce.com’s solutions. Take a test drive today and experience the solution of choice for insurance companies of all sizes and specialties.

For More InformationContact your account executive to learn how we can help you accelerate your CRM success.

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“No other solution offers the speed and flexibility an organization of our scope and size requires.”Phil Clement

Global Chief Marketing & Communications Officer Aon