Embedded Files
Popular E-commerce shopping cart pattern applied to the Insurance domain to provide multi-line products checkout experience and help Sales Associates to complete their purchase in a single workflow using Salesforce CRM/Lightning platform
Self-Service Portal for Agents
Self-Service Portal for Agents
A portal for Insurance agents and contact center associates designed using Salesforce Communities platform which allows them to find answers to the customer or agent office related questions in multiple different ways - knowledge articles, agent community, chatbot, case creation tool, schedule call.
A major feature designed for Salesforce's Financial Services Cloud to display household information of a insurance customer so as to make the sales and service conversation effective and easy.
Google Sites
Report abuse