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Pick One And We'll Show You

Work Intake, Automated

Email arrives, structured work comes out. The AI reads, files, routes and assigns it.

AgentforceData CloudAzure ADLSCustom Models

The Command Center (Salesforce)

The enterprise, distilled for leaders. It surfaces the few things that need a decision today.

AgentforceData CloudTableauPolicy, Claims, Billing SystemsMarket and News Feeds

The Command Center (Non-Salesforce)

The enterprise, distilled for leaders. It surfaces the few things that need a decision today.

AgentforceData CloudTableauPolicy, Claims, Billing SystemsMarket and News Feeds

The Broker Portal

One portal for the whole broker cycle. Brokers learn, quote, sell and track commission in one place.

Experience CloudSales CloudE-signatureCommission Data

Connected Insurance Lifecycle

Talk to an agent, get a quote. It configures, rates and quotes group benefits and financial lines.

AgentforceRevenue Cloud AdvancedProduct Catalog ManagementOmniStudio

One Product Catalogue

Define a plan once, sell it everywhere. Product teams update every channel without writing code.

Product CatalogRevenue CloudRating EngineProvisioning

The CPQ Agent

One lifecycle, one Salesforce experience. Agentforce runs onboarding, quote-to-bind, policy, claims and renewal.

AgentforceDigital InsurancePolicy AdministrationLifecycle Console
Salesforce Partner and Custom Components

Contact us to schedule a discovery session or demo.

If you want help with an existing Salesforce Industries deployment or to scale your business with Revenue Cloud ideaHelix can deliver faster and better Salesforce outcomes.

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