Best For

Financial Advisors, Retail Bankers, their teams and their clients

Product Details

Bring insurers and policyholders together with Financial Services Cloud. Insurance plays a critical role in our lives, and a great customer experience can enhance the process. Insurance CRM from Salesforce offers solutions that give reps, agents, and customers the right information, when and where they need it.

Contact Details


Founded in 1999

Located in United States

Starting Price

  • Not provided by vendor

Free Demo


  • Installed - Mac
  • Cloud, SaaS, Web
  • Installed - Windows
  • Mobile - iOS Native
  • Mobile - Android Native


  • In Person
  • Live Online
  • Webinars
  • Documentation


  • 24/7 (Live Rep)
  • Business Hours
  • Online

Financial Services Cloud Features

Claims Management
Commission Management
Contact Management
Document Management
Insurance Policy Management
Insurance Rating
Life & Health
Property & Casualty
Quote Management