Duck Creek for Salesforce

For carriers looking to leverage world-class CRM and take advantage of Duck Creek solutions

Available on the Salesforce AppExchange, the Duck Creek for Salesforce app extends the Duck Creek Platform’s capabilities into Salesforce Financial Services Cloud to provide an empowered user experience for CSRs, agents, and other Salesforce insurance CRM users.

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.

Karlyn Carnahan

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.