About Duck Creek for Salesforce
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.
The best of both Duck Creek and Salesforce
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.
A unified, low-code SaaS solution
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.
A comprehensive and dynamic experience
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.