Duck Creek for Salesforce offers the best of both Duck Creek and Salesforce for carriers looking to leverage world-class insurance CRM while taking advantage of Duck Creek’s P&C insurance workflow processes, configuration tools, data, content, and insurtech ecosystem.
Effectively managing customer relationships while building and maintaining P&C insurance content and workflows are both difficult challenges. Carriers shouldn’t sacrifice business agility or suffer from increased IT spend and complexity because no single-vendor insurance CRM solution exists to solve both problems.
CRM systems are emerging in importance in the insurance industry - both as a tool for captive agents, and also as a front end for call center representatives. But CRMs are most useful when integrated with underlying core systems, permitting access to policy information, billing information, and claims information. And real-time integration delivers the most effective experience. This new partnership with Salesforce allows Duck Creek customers to easily utilize the broad capabilities of Salesforce as a tool to drive superior customer and agent experiences.
The Duck Creek for Salesforce app couples the Duck Creek Platform with Salesforce Financial Services Cloud, pairing the leading SaaS CRM platform and SaaS P&C insurance platform for efficient and seamless agent, CSR, and policyholder experiences.
Delivered through the low-code Duck Creek Platform, changes made in Duck Creek applications are reflected automatically and seamlessly in the Salesforce Lightning user experience.
Carriers looking to the future know that hosting legacy systems on-premises is no longer a viable path to success. Finding the right solution for your business can be challenging, and you need to know what will truly be the best fit for your business model.
Duck Creek’s OnDemand cloud service removes the burdens of hardware, maintenance, security, upgrades, and other distractions, letting carriers focus on what’s really important – building new, creative products and strategies, and getting them to market fast.