Turn static insurance documentation into interactive client experiences that explain complex coverage, answer questions in real-time, and capture valuable insights while ensuring compliance.
Eliminate Every Barrier Slowing Down Your Client Engagement :
Document Complexity
Static, hard-to-understand policies
Limited explanation capabilities
Poor engagement with materials
Difficult information access
Communication Gaps
Unanswered client questions
Limited interaction tracking
Missing engagement insights
Poor document accessibility
Client Understanding
Complex policy terminology
Limited self-service options
Unclear coverage details
Insufficient explanation tools
Libertify has transformed how we present our complex insurance policies. Instead of sending static PDFs, we now provide interactive experiences with video explanations that clients actually engage with. Our policy comprehension rates increased by 45%, and support calls about basic coverage questions dropped by 60%.
Salesforce is used by wealth management firms, RIAs, broker dealers, and investment managers for portfolio management, compliant onboarding, communications, service capabilities, and more. Our purpose-built CRM for financial advisors streamlines operations and improves client relationships.
Wealth management firms who use the right CRM see benefits such as increased operational efficiency, enhanced productivity, better decision-making through analytics, improved collaboration, and automated workflows.
Yes, Salesforce supports ESG initiatives by providing tools that enable firms to track, measure, and report on their ESG performance. This includes solutions for data management, reporting, and stakeholder engagement.