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Transform your customer data into significant interactions with policyholders.
Salesforce Transform Service Engagement insurance solution harnesses the full potential of the world’s leading CRM platform for Property and Casualty and Life & Annuities. Attain unmatched 360-degree insights into each policyholder through the integration of Guidewire InsurancePlatform and Financial Services Cloud. Empower service representatives with immediate access to core insurance functions through Guidewire ServiceRepEngage for Salesforce for Financial Services Cloud, while also enhancing efficiency by capitalizing on the guided processes, data, and analytics offered by our pre-built partner applications in AppExchange. Utilize Service Cloud Digital Engagement to connect with clients through secure portals, chat, messaging, social media, and other channels. Additionally, deliver automated, conversational, and intelligent service, thanks to the capabilities of Einstein Bots.