Insurance Home

We work with insurance carriers, brokers, and managing general agents (MGAs) to leverage Salesforce to streamline policy administration, claims management, and customer service. We build automations for quote generation, underwriting workflows, claims processing, and renewal tracking to reduce manual effort and speed up response times. Common integrations include connecting Salesforce with policy administration systems, claims platforms, and rating engines to provide a unified view of customer data and policy status. These integrations enable faster decision-making, improved customer experiences, and better compliance management. Our tailored implementations lead insurance organizations to enhance efficiency, mitigate risk, and foster stronger client relationships.

Actuarial Consulting Firms

Mathematical experts analyzing statistical risk to determine accurate insurance policy pricing

Aviation Insurance Providers

Insurers covering aircraft hull damage, passenger liability, and hangar risks.

Captive & Independent Agencies

Firms representing specific or multiple carriers to sell tailored insurance policies

Claims Investigation Services

Experts assessing insurance claims for accuracy, fraud prevention, and factual validation

Crop Insurance Providers

Insurers protecting agricultural producers against weather disasters and market drops.

Cyber Insurance Providers

Carriers underwriting policies against data breaches, ransomware, and digital threats.

Dental Insurance Providers

Carriers focused on underwriting individual and group oral healthcare plans.

Health Insurance Exchanges

Digital marketplaces where individuals and businesses purchase health coverage.

Insurance Adjusters

Professionals inspecting property damage or injuries to determine appropriate claim settlements

Insurance Carriers

Financial companies underwriting policies, collecting premiums, and paying out covered claims

Insurtech Startups

Technology-driven companies disrupting traditional insurance underwriting and sales.

Life and Annuity Providers

Companies issuing life insurance policies and long-term retirement annuities.

Marine Insurance Companies

Carriers insuring cargo, commercial vessels, and oceanic transit liabilities.

MGA/BGA/Wholesale Companies

Specialized intermediaries underwriting niche risks and providing broker distribution network access

Pet Insurance Companies

Insurers providing veterinary health coverage for companion animals.

Premium Audit Services

Independent reviewers assessing policyholder records to ensure accurate insurance premium calculations

Reinsurance Companies

Firms providing financial protection and risk transfer for other insurance carriers.

Risk Retention Groups

Member-owned liability insurance companies formed by entities in the same industry.

Specialty Lines Insurers

Carriers writing unique, non-standard policies like marine, aviation, or event coverage.

Subrogation Services

Specialists recovering insurance claim costs from responsible third parties or entities

Surety Bond Agencies

Agencies providing financial guarantees that contracts or obligations will be fulfilled.

Third-Party Claims Administrators

Outsourced professionals managing insurance claims processing, settlements, and vital administrative tasks

Title Insurance Companies

Insurers protecting property buyers and lenders against defects in property titles.

Travel Insurance Providers

Companies offering coverage for trip cancellations, medical emergencies, and lost luggage.

Workers Compensation Boards

State or private entities managing workplace injury claims and employer premiums.
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Featured Customer Outcome

Strategic Risk Alternatives Engineered Captive Insurance Ops on Financial Services Cloud

Strategic Risk Alternatives (SRA) is a full-service, independent insurance agency providing custom-tailored insurance and risk management solutions. The firm specializes in serving the construction, manufacturing, and transportation industries with commercial property and casualty coverage, workers’ compensation, and surety bonds. This Meridian, Idaho, company focuses on partnering with businesses to identify, manage, and mitigate complex risks, acting as a long-term strategic advisor to protect their assets.