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Insurance Sales and Distribution practice
Serving insurance producer and carrier organizations
Our Insurance Sales and Distribution practice helps insurance producer and carrier organizations navigate the macroeconomic trends and signature issues they face in today’s marketplace.
Well-positioned to help you address key needs
Featured insights
Deloitte 2024 global insurance outlook: Life and annuity (L&A) insurers
Consistent with Deloitte’s Industry Advantage program, the Commercial P&C industry’s focus on profitable growth and increasing expectations for Field Sales and Underwriters are driving carriers to make significant digital investments in an integrated Distribution and Underwriting experience. FSConnect for Commercial Insurance is a cutting-edge solution built using Salesforce’s Financial Service Cloud and GenAI capabilities to integrate distribution and underwriting, streamline the underwriting process, and facilitate informed decision-making with below key features.
- Field Sales and Underwriter Dashboard: provides insights on priority submissions and tasks along with key KPIs
- Submission 360 View: holistic view of submissions to empower underwriter to efficiently perform underwriting processes
- GenAI Enabled Capabilities: provides submission summaries and chat bot assistance for informed decision-making
- Document Management: ability to view, upload, and preview documents required during underwriting
- Submission and Task List View: structured view of submissions and tasks with an ability to filter and sort based on priority or status
