The Problem: Claims That Drag, Customers Who Leave
In insurance, claims aren’t just a process — they’re the moment of truth. Yet, most insurers still rely on disconnected systems, manual handoffs, and frustrated customers who are left in the dark.
What’s the cost? Lower retention, poor satisfaction scores, and missed opportunities for upselling.
But what if your claims process wasn’t a burden — but a competitive advantage?
That’s where Salesforce and Aekot come in.
Why Salesforce for Insurance?
Salesforce offers a modular, AI-powered platform that empowers insurers to:
- Automate routine tasks
- Personalize customer journeys
- Integrate systems across sales, service, and claims
- Analyze performance in real time
Salesforce for insurance is not a one-size-fits-all solution. At Aekot, we build a strategy that aligns tech with your claims goals.
Aekot’s Salesforce Implementation Strategy
As a CRM consulting company in India, UAE, and the US, Aekot approaches each Salesforce implementation with three core pillars: agility, relevance, and results.
Phase 1: Discovery & Workflow Mapping
- Interview stakeholders across claims, underwriting, and service
- Map existing tools, bottlenecks, and KPIs
- Define a future-state architecture
Phase 2: Implementation & Integration
We leverage Salesforce products like:
- Service Cloud for claim servicing
- AgentForce for AI-driven automation
- Financial Services Cloud for policyholder context
- MuleSoft for legacy system integration
Phase 3: Optimization & AI Enablement
We activate Einstein GPT and Flow Automation to:
- Route claims to the right agent based on priority
- Provide proactive claim updates
- Auto-verify documents using OCR + AI
- Forecast claim closures and resolution times
Key Features of Aekot’s Approach
End-to-End Process Automation
We digitize the entire claims journey — from FNOL (First Notice of Loss) to resolution.
Seamless Integration
Aekot’s Salesforce implementation strategy ensures compatibility with:
- Core insurance systems (Guidewire, Duck Creek)
- Document and e-sign platforms (DocuSign, Conga)
- Communication tools (Twilio, WhatsApp)
- Analytics (Tableau, Power BI)
AI-Powered Decision Making
AgentForce and MCP enable context-aware workflows where AI assists (but doesn’t replace) claims professionals.
Mini Case Study: Regional Insurance Aggregator
Problem:
A mid-sized aggregator in UAE was struggling with slow turnaround, customer complaints, and poor agent productivity.
Solution:
Aekot implemented Salesforce Service Cloud + AgentForce in 10 weeks, integrated with the aggregator’s policy admin tool.
Impact:
- 47% faster claims resolution time
- 33% increase in agent productivity
- 5x improvement in customer satisfaction scores
This is the power of strategic implementation — not just features, but outcomes.
Salesforce for [Industry]: Why It Works for Insurance
Salesforce’s insurance capabilities stand out because they:
- Handle complex, multi-actor journeys
- Scale from small firms to global carriers
- Enable data-driven service models
- Make compliance and audit trails easier
For insurers, brokers, and aggregators alike — the ROI is both short-term and long-lasting.
What Makes Aekot Different?
- Experience across insurance, finance, and real estate
- Offices in India, UAE, and the US with cross-border delivery models
- Emphasis on speed + security + personalization
- Not just tech implementers — strategy partners
We don’t just implement Salesforce. We help you transform your claims experience.
Conclusion: A Future-Proof Claims Strategy Starts Now
Customer expectations won’t wait. Neither will competition.
With Aekot’s Salesforce implementation strategy, you don’t just digitize — you differentiate.
Call to Action:
Want to learn more about how we can help your business streamline insurance claims with Salesforce? Set up a free 15 min meeting consultation here.