Insurance & Benefits

Gain visibility into your sales and service operations

Transform your insurance and benefits operations, putting the customer at the center of every interaction. Drive innovation across the front, middle, and back office to build trust and enhance employee productivity with Salesforce.

Salesforce for Insurance & Benefits

Avideon provides solutions to reduce operational costs and innovate faster with purpose-built insurance solutions.

Life and Annuity
Connect with customers and give them the support they need without complicated software or distractions.

Agencies & Brokerages
Deliver success now by empowering your agency or brokerage with digital-first technology, unified insights, and automated workflows.

Property and Casualty
Put policyholders first and deploy faster with interactions designed to help stay ahead in increasingly digitized markets.

Group Benefits
Manage the entire benefits lifecycle by connecting your teams, reducing unnecessary steps, and scaling fast.

Unlock the Full Potential of Salesforce

Lead Management

Streamline lead generation and conversion processes, ensuring that potential clients are efficiently nurtured into policyholders. 

Policy Management 

Simplify policy administration, from creation to renewal, ensuring accuracy and compliance with regulatory requirements.


 Claims Processing  

Provide customers with a fast, personalized, and hassle-free claims experience with customer-centric claims management.

Service Innovation 

 Offer a rich digital experience for customer service interactions and reduce the cost to serve, improving efficiency and customer satisfaction.


Self Service Portal 

Empower policyholders to access their accounts, view policy details, and initiate common transactions independently, reducing the workload on customer support teams.


Document Generation 

Generate policies, contracts, and other essential documents quickly and accurately, ensuring compliance and reducing manual document creation efforts.


Develop and Deploy Products Faster 

 Respond to market demands quickly with a digital platform for rapid innovation in product development.

Automate to Accelerate

Turn complex business processes into seamless workflows, all in one place, to accelerate decision-making and operations.

Automated Underwriting 

Automated Underwriting: Streamline the underwriting process, boost productivity, and unlock insights across your entire organization, all on a single, connected platform.


Accelerate your Organization Today!

It Is Time to Maximize Your Coverage

  • Lead Management: Efficiently capture, track, and nurture potential leads.
  • Marketing Automation: Create and automate marketing campaigns for lead generation.
  • Campaign Analytics: Measure and analyze the performance of marketing campaigns.
  • Customer Segmentation: Divide customers into groups for targeted marketing efforts.
  • Social Media Integration: Monitor and engage with customers on social media platforms.
  • Content Management: Organize and distribute marketing collateral and content.
  • Opportunity Management: Track and manage sales opportunities and forecasts.
  • Sales Automation: Streamline sales processes, including quoting and order processing.
  • Contact Management: Maintain a centralized database of customer information.
  • Sales Analytics: Generate real-time sales reports and dashboards.
  • Sales Collaboration: Facilitate teamwork and communication among sales teams.
  • Case Management: Efficiently handle customer inquiries, complaints, and support requests.
  • Service Automation: Automate service processes, including ticket routing and escalation.
  • Knowledge Base: Create and manage a repository of information for self-service and support.
  • Omnichannel Support: Provide support across various channels, including email, chat, and phone.
  • Service Analytics: Measure and improve customer service performance with analytics.
  • Automated Underwriting: Streamline underwriting processes, including risk assessment.
  • Policy Management: Manage policy data, endorsements, and renewals with ease.
  • Document Generation: Generate policy documents and contracts accurately.
  • Claims Integration: Connect underwriting with claims processing for a unified experience.
  • Compliance Tracking: Monitor and ensure compliance with industry regulations.
  • Renewal Management: Automate the renewal process, including notifications.
  • Cross-Sell/Upsell Recommendations: Identify opportunities for additional coverage.
  • Billing Integration: Integrate billing and invoicing for a seamless renewal experience.
  • Customer Retention Analysis: Analyze customer data to enhance retention strategies.
  • Custom Dashboards: Create personalized dashboards with key metrics for different departments.
  • Advanced Analytics: Utilize predictive analytics and machine learning for data-driven decisions.
  • Report Scheduling: Automate report generation and distribution to stakeholders.
  • Data Visualization: Visualize data through charts and graphs for better insights.
  • AppExchange Integration: Easily integrate third-party apps and extensions.
  • Customization: Tailor the CRM to meet specific business needs with custom fields and workflows.
  • APIs: Leverage APIs for seamless integration with other systems and data sources.
  • Mobile Accessibility: Access and manage CRM data on mobile devices for on-the-go productivity.