The pandemic and the rise of digital-native challengers have driven insurers to offer what we refer to as a Secure, Ubiquitous, Personalized, Easy, and Responsive (SUPER) experience across different insurance products. Insurers are looking for ways to enhance customer experience, market personalized products, drive differentiation, and explore alternate revenue streams to boost sales. A successful digital experience strategy, driven by a product that can meet their needs, has become a strategic imperative for insurers.

In recent years, Salesforce has established itself as the preferred Digital Experience Platform (DXP) for many insurance enterprises. A meaningful expansion in capabilities via the acquisitions of Vlocity, Tableau, and Mulesoft has also increased Salesforce leverage among insurers. To respond to the evolving demand themes, IT service providers are building strong, insurance industry-specific solutions to expedite their clients’ time-to-market and making tuck-in acquisitions to plug gaps across their Salesforce service portfolios and enhance their geographic footprints.

In this research, we provide detailed profiles of 12 global insurance Salesforce service providers featured on Everest Group’s Salesforce Services in Insurance PEAK Matrix® 2022.

Scope

• Industry: insurance
• Geography: global
• The assessment is based on Everest Group’s annual RFI process for the calendar year 2021, interactions with leading platform IT services providers, client reference checks, and an ongoing analysis of the insurance platforms market

Contents

This report features:

• Salesforce Services in Insurance PEAK Matrix® Assessment 2022
• An overview of the featured providers’ Salesforce services businesses and offerings – vision, business performance, and extent of adoption in insurance across geographies
• Client success stories, including the business challenges addressed, solutions delivered, and impact generated
• An overview of the providers’ Salesforce services domain investments, key Intellectual Property (IP) / solutions, and key partnerships in the insurance industry
• Everest Group’s perspective on the providers’ strengths and limitations

Membership

Insurance Information Technology

Sourcing and Vendor Management