In the insurance industry, After Sales services, Agency Management, and Sales must be performed with a focus on efficiency. Over the past few years, there has been an increase in competition in the insurance sector. It is important to collect information about customers from the Agency network and the headquarters of the insurance company. Besides, it is necessary to ensure that the customers have access to all kinds of information regarding policy as well as retirement contracts. After considering the suggestions, demands, and complaints, solutions should be recorded with precision.

Salesforce provides solutions to insurance customers and agencies. Also, it offers the diversity of channel management in Service Cloud, Sales Cloud, and other online services. Live Agent, Knowledge Base, and Salesforce Inbox solutions can provide more efficient services to customers through different channels.