Related case study
Common Challenges We Solve
- Fragmented policy, claims, billing and customer data
- Legacy core platforms disconnected from customer-facing systems
- Manual quoting, underwriting and claims processes
- Limited visibility across the policy and claims lifecycle
- AI initiatives held back by disconnected or untrusted data
How We help Insurers
Our insurance solutions connect data, modernize critical workflows and put AI to work:
Streamline quoting, underwriting, servicing and renewals on one connected platform
Modernize FNOL, claims assignment, adjudication, reserves and settlement
Connect policy, claims, billing and customer data to create a trusted foundation
Empower brokers to quote, manage policies and access customer information
Automate workflows and decisions with AI grounded in connected data
We Speak Insurance
We don’t bring a generic CRM playbook to an insurance problem. Our teams understand how insurance actually works, from underwriting, rating and renewals to FNOL, claims, billing and commissions. We also understand the core platforms insurers already depend on, including Duck Creek and Guidewire, and how Salesforce can complement them as the engagement and intelligence layer.
Case Studies: P&C California Fair Plan, Health Delta Dental
Connect Broken Data
Most insurers don’t lack systems. They struggle because their systems don’t work together. We connect policy, claims, billing and CRM data into a unified, trusted foundation that powers Salesforce, analytics and AI agents. Our capabilities span Snowflake, Databricks, MuleSoft, Salesforce Data Cloud, Azure and AWS, helping insurers move from fragmented data to a connected operational view.
Faster Salesforce Delivery
We don’t just bring Salesforce expertise. We bring insurance expertise, AI and purpose-built accelerators to deliver outcomes faster. Our 500+ Salesforce certifications span Financial Services Cloud, Digital Insurance Platform, Data Cloud, Agentforce Revenue Management, Experience Cloud and Health Cloud. Our Executive Command Center, Quoting Agent and Claims Assignment Agent accelerate high-value insurance use cases, from real-time business insights to quoting and claims automation.
What our Customers Think
As we looked to modernize the broker experience, ideaHelix listened, invested, and moved at our speed. Their industry expertise helped bring ideas to life quickly through a proof of concept, and they continue to work alongside our teams as a strategic partner on this journey.
ideaHelix helped us move business functions from Pega to Salesforce. They understood our business and brought domain expertise, technical excellence, and a disciplined delivery process that gave us confidence and positioned us for long-term success.
