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Property & Casualty Insurance

Power Smarter Policyholder Experiences

Automate operations, accelerate claims, and personalize engagement with Salesforce Financial Services Cloud—optimized for the insurance lifecycle.

Partners

We work with leading technology partners to deliver integrated content solutions that automate, scale, and streamline your operations.

Public Sector

Property & Casualty Insurance

Credit Unions

Salesforce

Hyland

Tungsten

Square 9

Public Sector

Property & Casualty Insurance

Credit Unions

Salesforce

Hyland

Tungsten

Square 9

Public Sector

Property & Casualty Insurance

Credit Unions

Salesforce

Hyland

Tungsten

Square 9

Modernize Claims and Underwriting—Without Replacing Your Core

Salesforce Financial Services Cloud + BlueIrisIQ integrates with Guidewire and your policy/billing systems to automate FNOL, streamline underwriting, and retain more policyholders.

Key Features

Customer 360 Data Model

Comprehensive policyholder insights for personalized interactions, effective cross-sell, and retention strategies.

Customer 360 Data Model

Comprehensive policyholder insights for personalized interactions, effective cross-sell, and retention strategies.

Customer 360 Data Model

Comprehensive policyholder insights for personalized interactions, effective cross-sell, and retention strategies.

Core System Integration

Enhance Salesforce CRM with seamless integration to Guidewire and legacy platforms using MuleSoft.

Core System Integration

Enhance Salesforce CRM with seamless integration to Guidewire and legacy platforms using MuleSoft.

Core System Integration

Enhance Salesforce CRM with seamless integration to Guidewire and legacy platforms using MuleSoft.

Policy & Underwriting Automation

Digitize submissions and reduce cycle times with dynamic data enrichment, automated risk scoring, and underwriting decisions.

Policy & Underwriting Automation

Digitize submissions and reduce cycle times with dynamic data enrichment, automated risk scoring, and underwriting decisions.

Policy & Underwriting Automation

Digitize submissions and reduce cycle times with dynamic data enrichment, automated risk scoring, and underwriting decisions.

Claims Lifecycle Automation

Streamline FNOL, and claims management with AI-driven fraud detection, real-time status tracking and faster settlements.

Claims Lifecycle Automation

Streamline FNOL, and claims management with AI-driven fraud detection, real-time status tracking and faster settlements.

Claims Lifecycle Automation

Streamline FNOL, and claims management with AI-driven fraud detection, real-time status tracking and faster settlements.

Broker & Agent Enablement

Deliver self-service portals and embedded tools to strengthen partnerships and increase distribution efficiency.

Broker & Agent Enablement

Deliver self-service portals and embedded tools to strengthen partnerships and increase distribution efficiency.

Broker & Agent Enablement

Deliver self-service portals and embedded tools to strengthen partnerships and increase distribution efficiency.

AI-Driven Analytics

Tableau and Einstein analytics to track operational KPIs, loss-ratio performance, and predictive trends.

AI-Driven Analytics

Tableau and Einstein analytics to track operational KPIs, loss-ratio performance, and predictive trends.

AI-Driven Analytics

Tableau and Einstein analytics to track operational KPIs, loss-ratio performance, and predictive trends.

Accelerate Claims. Empower Agents. Retain More Policyholders.

Salesforce Financial Services Cloud, paired with BlueIrisIQ's insurance expertise, equips carriers with the digital tools needed to modernize operations, deliver faster service, and engage policyholders with personalized precision. We help transform legacy systems into agile ecosystems—reducing costs, increasing transparency, and driving growth.

Streamline the Entire Claims Lifecycle

Digitize FNOL intake, automate routing, and manage investigations through a unified interface. With Einstein AI, detect fraud early and improve settlement accuracy.

Streamline the Entire Claims Lifecycle

Digitize FNOL intake, automate routing, and manage investigations through a unified interface. With Einstein AI, detect fraud early and improve settlement accuracy.

Streamline the Entire Claims Lifecycle

Digitize FNOL intake, automate routing, and manage investigations through a unified interface. With Einstein AI, detect fraud early and improve settlement accuracy.

Accelerate Underwriting and Policy Issuance

Speed quote-to-bind cycles with automated data enrichment, risk scoring, and dynamic forms. Reduce turnaround times while improving risk assessment quality.

Accelerate Underwriting and Policy Issuance

Speed quote-to-bind cycles with automated data enrichment, risk scoring, and dynamic forms. Reduce turnaround times while improving risk assessment quality.

Accelerate Underwriting and Policy Issuance

Speed quote-to-bind cycles with automated data enrichment, risk scoring, and dynamic forms. Reduce turnaround times while improving risk assessment quality.

Deliver a Seamless Customer 360° Experience

Unify policyholder data across channels and core systems like Guidewire. Equip agents and CSRs with real-time insights to engage, retain, and upsell policyholders.

Deliver a Seamless Customer 360° Experience

Unify policyholder data across channels and core systems like Guidewire. Equip agents and CSRs with real-time insights to engage, retain, and upsell policyholders.

Deliver a Seamless Customer 360° Experience

Unify policyholder data across channels and core systems like Guidewire. Equip agents and CSRs with real-time insights to engage, retain, and upsell policyholders.

Integrate Once—Operate Everywhere

Leverage MuleSoft to connect Salesforce with policy admin, billing, and document systems. Enable real-time workflows without overhauling your core.

Integrate Once—Operate Everywhere

Leverage MuleSoft to connect Salesforce with policy admin, billing, and document systems. Enable real-time workflows without overhauling your core.

Integrate Once—Operate Everywhere

Leverage MuleSoft to connect Salesforce with policy admin, billing, and document systems. Enable real-time workflows without overhauling your core.

Strengthen Agent & Broker Relationships

Empower distribution partners with self-service portals and intelligent tools. Increase collaboration, speed, and visibility across the distribution chain.

Strengthen Agent & Broker Relationships

Empower distribution partners with self-service portals and intelligent tools. Increase collaboration, speed, and visibility across the distribution chain.

Strengthen Agent & Broker Relationships

Empower distribution partners with self-service portals and intelligent tools. Increase collaboration, speed, and visibility across the distribution chain.

Accelerated claims processing and underwriting
Accelerated claims processing and underwriting
Accelerated claims processing and underwriting
Enhanced fraud detection and prevention
Enhanced fraud detection and prevention
Enhanced fraud detection and prevention
Improved customer satisfaction and retention through personalized engagement
Improved customer satisfaction and retention through personalized engagement
Improved customer satisfaction and retention through personalized engagement
Reduced operational costs and increased efficiency through automation
Reduced operational costs and increased efficiency through automation
Reduced operational costs and increased efficiency through automation
Full integration with core systems like Guidewire
Full integration with core systems like Guidewire
Full integration with core systems like Guidewire

The BlueIrisIQ Difference 

BlueIrisIQ combines insurance domain expertise with deep Salesforce knowledge to help carriers modernize fast. We implement Salesforce Financial Services Cloud with seamless integration to Guidewire, OnBase, and other policy and claims systems—so you can reduce cycle times and improve the policyholder experience.

Certified Salesforce team with insurance-specific solution frameworks
Certified Salesforce team with insurance-specific solution frameworks
Certified Salesforce team with insurance-specific solution frameworks
Integration specialists for Guidewire, policy admin, billing, and document platforms
Integration specialists for Guidewire, policy admin, billing, and document platforms
Integration specialists for Guidewire, policy admin, billing, and document platforms
Embedded AI and analytics for faster quoting, smarter underwriting, and fraud detection
Embedded AI and analytics for faster quoting, smarter underwriting, and fraud detection
Embedded AI and analytics for faster quoting, smarter underwriting, and fraud detection
Proven success digitizing FNOL, claims intake, and broker service portals
Proven success digitizing FNOL, claims intake, and broker service portals
Proven success digitizing FNOL, claims intake, and broker service portals
Managed Services to continuously optimize your Salesforce environment and integrations
Managed Services to continuously optimize your Salesforce environment and integrations
Managed Services to continuously optimize your Salesforce environment and integrations

On-Demand Webinar: The Unseen Advantage—Intelligent Automation in Insurance Operations

Michael Thomas

National Sales Director, Konica Minolta

Tom Harding

SVP of Sales, Access Global Group

See how carriers use Salesforce Financial Services Cloud with MuleSoft, Einstein, and Tableau to automate FNOL and subrogation, accelerate underwriting triage, surface fraud signals earlier, and give agents a single source of truth—even with legacy cores like Guidewire in place. Includes live demos and practical integration patterns.

On-Demand Webinar: The Unseen Advantage—Intelligent Automation in Insurance Operations

Michael Thomas

National Sales Director, Konica Minolta

Tom Harding

SVP of Sales, Access Global Group

See how carriers use Salesforce Financial Services Cloud with MuleSoft, Einstein, and Tableau to automate FNOL and subrogation, accelerate underwriting triage, surface fraud signals earlier, and give agents a single source of truth—even with legacy cores like Guidewire in place. Includes live demos and practical integration patterns.

On-Demand Webinar: The Unseen Advantage—Intelligent Automation in Insurance Operations

Michael Thomas

National Sales Director, Konica Minolta

Tom Harding

SVP of Sales, Access Global Group

See how carriers use Salesforce Financial Services Cloud with MuleSoft, Einstein, and Tableau to automate FNOL and subrogation, accelerate underwriting triage, surface fraud signals earlier, and give agents a single source of truth—even with legacy cores like Guidewire in place. Includes live demos and practical integration patterns.

Let’s Accelerate Your Insurance Operations

Whether you need faster claims throughput, underwriting automation, or a cleaner integration with Guidewire, BlueIrisIQ designs and implements Salesforce to deliver measurable outcomes—shorter cycles, lower costs, and higher retention. Tell us a bit about your environment, and we’ll map a pragmatic plan.

P&C Modernization Assessment

30 minutes to review your stack and bottlenecks, then outline a Salesforce + integration plan to speed claims and underwriting.

Schedule My Session

Request a P&C Assessment

hare your details and a BlueIrisIQ insurance specialist will follow up within one business day to schedule a brief assessment and outline a practical Salesforce plan for claims and underwriting.

Request a P&C Assessment

hare your details and a BlueIrisIQ insurance specialist will follow up within one business day to schedule a brief assessment and outline a practical Salesforce plan for claims and underwriting.

Frequently Asked Questions (FAQs)

How can Salesforce Financial Services Cloud be used in insurance claims processing?
How can Salesforce Financial Services Cloud be used in insurance claims processing?
How can Salesforce Financial Services Cloud be used in insurance claims processing?
What are the benefits of Salesforce integration with Guidewire?
What are the benefits of Salesforce integration with Guidewire?
What are the benefits of Salesforce integration with Guidewire?
Can Salesforce be used to automate policy underwriting?
Can Salesforce be used to automate policy underwriting?
Can Salesforce be used to automate policy underwriting?
What tools does Salesforce provide for agent and broker portals?
What tools does Salesforce provide for agent and broker portals?
What tools does Salesforce provide for agent and broker portals?
How does Einstein AI help with fraud detection in insurance?
How does Einstein AI help with fraud detection in insurance?
How does Einstein AI help with fraud detection in insurance?