Live policy answers
The agent has the Salesforce Financial Services Cloud record open during the call. Coverage, billing and claim questions get a real answer.
Salesforce Financial Services Cloud
Orvera + Salesforce Financial Services Cloud Integration
Orvera AI connects to Salesforce Financial Services Cloud, so its agents can serve policyholders straight from the live record. The agent logs the call outcome and next step on the policyholder record. If a call needs an adjuster or a licensed person, it goes to your team with the whole story attached.
Salesforce Financial Services Cloud
Orvera AIHow it fits
Does Orvera integrate with Salesforce Financial Services Cloud?
Yes. Orvera AI works with Salesforce Financial Services Cloud and with the CRM and contact center tools you already run beside it. Carriers and agencies on Salesforce Financial Services Cloud keep the policyholder's history in one place. The agent logs each call outcome and next step on that record. The agent sticks to the steps your team approved, and we build and deploy the connection.
Built in
- role-based access controls
- encrypted data transmission
- SOC 2 Type II certified
What you get
What does the Orvera and Salesforce Financial Services Cloud integration do?
Questions in your order
Every intake follows the script and checks your claims and service teams signed off on.
Context on every turn
Policy details and earlier contacts stay in view, so the caller only explains the situation once.
Records written back
After each call, the summary, outcome and next step land in your systems.
End to end
How is the Orvera and Salesforce Financial Services Cloud integration set up?
- Step 01
Interaction initiated
A policyholder calls, chats or emails, and the agent picks it up right away.
- Step 02
Workflow execution
First it checks who they are. Then it follows the steps your team approved for that request.
- Step 03
Context applied
It reads the policy and claim details from Salesforce Financial Services Cloud and answers from what's there.
- Step 04
System updated
After the conversation, the summary, outcome and any requested change are recorded.
- Step 05
Action triggered
If a call needs an adjuster or a licensed person, it goes to the queue you chose, summary and all.
In practice
Built for policy and claims service
Policy and claim questions
The agent logs the call outcome and next step on the policyholder record.
Handoff and escalation
A policyholder who needs a person goes to the team you picked for that case, and the summary goes with them.
After-hours and overflow coverage
Losses and questions arrive at all hours, and the agent takes every call right away.
Post-conversation follow-up
Once the conversation ends, the agent can kick off whatever follow-up your team set for that outcome.
Capabilities
What your team gets with Orvera and Salesforce Financial Services Cloud
Voice, chat and email
The same workflows run on every channel your customers use.
Agent Assist on live calls
When a person takes the call, Orvera AI Agent Assist puts the Salesforce Financial Services Cloud details and the next step on their screen.
Conversation summaries
Each conversation gets a short summary your team can read in a few seconds.
AI Quality Management
Every conversation gets scored against your quality checklist, whether the AI or a person handled it.
Reporting on every interaction
Contact reasons, outcomes and handoffs sit in one report, so you can see what's behind your volume.
Salesforce Financial Services Cloud
What outcomes does the Salesforce Financial Services Cloud integration deliver?
- Policy questions answered from the live record
- Less manual lookup work for your team
- Handoffs carry the whole conversation
- Coverage after hours and at peak times
- A clear record of every outcome
Related
Related Integrations
How do you get started with Orvera and Salesforce Financial Services Cloud?
We start with your Salesforce Financial Services Cloud setup and the policyholder calls you get most. Then we design the workflows, build them and deploy them. Full deployment lands in 3 to 6 weeks, and we keep running the agents after they go live.