Insurance
Salesforce Industries Modernization
Insurance policy administration upgrade on Industries Cloud.
Insurance CloudSales CloudService Cloud
Client Challenge
A regional insurer ran policy admin on a 15-year-old custom platform. Agents lacked 360° member views and compliance reporting required manual spreadsheet consolidation.
Solution Architecture
Ranburg migrated core policy objects to Insurance Cloud with phased cutover by line of business. Integration Procedures connect claims feeds and broker portals via Experience Cloud.
Technology stack: Industries data model · OmniStudio · Marketing Cloud
Business Impact
- 28% faster claims triage
- Unified member timeline for agents
- Audit-ready compliance reports
Key Outcomes
- Decommissioned two legacy middleware layers
- Broker portal NPS improved 18 points
- Documented data migration reconciliation
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