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Salesforce for Insurance

Bring your data together and serve your policyholders effectively

Customers expect convenience and seamless digital experiences in every aspect of their lives. To meet these rising demands and stay competitive, insurers must embrace technology to streamline operations and deliver personalized experiences that are simple and straightforward. With the growth of generative AI and other AI technologies, insurance companies need a partner who can help guide their digital transformation — now more than ever.

Atrium is your trusted advisor on this journey. With our deep expertise in CRM, data, analytics, and AI, we’ll provide Salesforce insurance solutions to help you maximize the value of the platform and achieve the key outcomes that matter most to your business.

Salesforce Insurance Solutions for Your Sector

P&C Carriers

With the growth of direct-to-consumer (D2C), it’s more important than ever to meet consumers in their channel of choice, which is increasingly digital. We’ll help you create streamlined experiences, improve policy retention, and drive proactive service for policyholders.

L&A Carriers

Support your agents and brokers and empower them to drive more business in life insurance and annuities. Improve insurance distribution, provide better customer service with increased visibility, and deepen relationships with policyholders.

Group Benefits and Retirement

Provide comprehensive employee benefits packages to organizations, with a focus on attracting new business, boosting renewals, and driving high employee engagement with their benefits.

Agencies and Brokerages

Leverage Salesforce as your agency CRM, empowering your agents to track and engage with customers and prospects. Build integrations with your AMS and other systems and gain a 360 view of the policyholder.

Improving Insurance Quote Win Rates at Acceptance

Acceptance Insurance

Headquartered in Nashville, TN, Acceptance Insurance is a leading provider of personal automobile insurance and other related products. Acceptance was focused on client acquisition, particularly for qualified leads who had recently received a quote. Learn how Atrium used data within Salesforce to implement a propensity-to-convert model, enabling Acceptance agents to focus on their highest-scoring prospects.

Our Insurance Offerings

Unified Household

Build one holistic view of your policyholders and prospects, and unify the view of the household. Bring data together from your PAS/AMS and other systems, and leverage 3rd-party data to identify key life events to engage with clients.

Policy Acquisition

Prioritize visitors and opportunities based on likelihood to convert/bind, allowing your agents to focus on the most important leads and drive more business. Surface insights in agent lists in Salesforce to increase actionability.

Policy Retention

Leverage sentiment analysis and other data points to understand the factors that separate high-retention policies from low-retention policies. Reach out to policyholders proactively and reduce churn.


Easily visualize whitespace and provide “Next Best Actions” to enable your agents to sell across insurance products and business lines effectively.

Customer Service

Route support cases to your customer service reps based on channel and skill sets. Provide reps with a full view of the policyholder and provide insights to managers to understand rep/channel performance.

Agent/Broker Onboarding

Streamline your processes for agent/broker onboarding. Increase retention and grow sales by providing training/mentorship for new agents and enabling them with actionable insights.

Agent/Broker Performance

Provide visibility into producer performance, both at the agency and individual levels. Build dashboards to understand top agents/agencies by quote volume, closure rates, etc.

Marketing Analytics

Gain full visibility into marketing performance and drive insights to improve policy acquisition. Understand cost per acquisition in marketing activities and which channels/sources drive the most conversions.

Why Select Atrium as Your Salesforce Partner?

Atrium is your consulting partner focused on delivering data-driven CRM strategies. We apply data, analytics, AI, and machine learning principles to a select set of leading cloud platforms, including Salesforce, Tableau, and Snowflake.

We combine technology expertise with deep financial services and insurance knowledge to tailor Salesforce to your specific needs. We’ll help you set up Salesforce and make sure you land the last mile, by surfacing predictive and prescriptive insights in the business context, with an action framework, so you see ROI on your Salesforce investment.

Benefits of Salesforce for Insurance

In today’s digital world, insurance customers demand personalized experiences, streamlined processes, and proactive service. To thrive, you need more than just traditional methods. Salesforce empowers insurance companies like yours to modernize operations, exceed policyholder expectations, and outpace the competition. With Salesforce’s tailored insurance solutions, you can:

Build Stronger Relationships

Deliver proactive service and personalized experiences that delight customers at every touchpoint.

Drive Operational Excellence

Streamline workflows, automate processes, and unlock valuable insights from your data.

Unlock Growth Opportunities

Identify high-value prospects, shorten sales cycles, and maximize cross-selling and upselling opportunities.

Ready To Talk?

Let's discuss your goals and how we can help you achieve them with our Salesforce insurance solutions