Every Insurance Operation All In Salesforce
From quoting and underwriting to claims and renewals, Titan provides a Do-It-All Platform to automatically manage all insurance processes. Fast, compliant, and fully connected to your Salesforce instance.
Insurance
See Insurance Operations in Action
Claims Automation
Settle claims faster with secure, branded forms that validate data as it’s entered. Trigger next steps instantly, such as approvals, notifications, and payouts, directly in Salesforce.
Agent & Broker
Give new agents and brokers a self-service portal for uploading credentials, completing training, and accessing policy tools - live in Salesforce from day one.
Renewal Management
Stay ahead of expirations with automated reminders, pre-filled renewal forms, and one-click processing - freeing your team to focus on critical Salesforce insurance solutions, like retention and upsells.
“We are thrilled with the efficiency of Titan in helping us take our process to the next level.”
Explore Titan for Insurance
Take a deeper dive into Titan Insurance, including best practices and real-world use cases
Automate Every Contract
Connect End-to-End Contract Lifecycles to Salesforce
with Titan
AI in Insurance
See our Overview of Salesforce Agentforce
Deloitte Extends Doc Gen
Find out how Deloitte uses Titan to provide a dynamic, multi-language label generation product to meet any regulation.
“The platform knows to take all the data from different sources and create the logic we want. We received a very simple and cost-effective solution to a complex challenge.”
Utilize #1 AI CRM for the Insurance Industry
Make sure your policyholders are well taken care of with streamlined insurance claims management in Salesforce, faster onboarding, more efficient policy issuance, and competitive quotes using Titan’s no-code tools. Watch your insurance business grow exponentially by providing the most personalized customer service on the market at scale!
Titan extends Salesforce CRM’s capabilities for insurance and makes your customer the focus of an enhanced digital insurance experience. You can easily digitize your services, upgrade Salesforce insurance claims management, allow self-service for your customers, quote on products, update existing policies, and more.
Dynamic Salesforce Portals for Insurance
Create Salesforce-integrated portals where your customers can log claims fast, make payments with no hassle, chat to agents, consult personalized FAQs, and securely view important policy information in a few simple clicks
Generate Insurance Quotes Effortlessly
Generate accurate quotes in minutes by pulling dynamic data directly from Salesforce so you can respond to customer queries immediately. This typically saves at least 10 hours of manual work a month! Choose our software for the insurance industry today to start generating quotes!
Optimized Lead Management
Capture lead information via intuitive forms and have all data sent back to Salesforce for automatic qualification and routing to the right agent. This means your agents get to skip admin and spend more valuable time with customers. Use our ready-to-use insurance form templates that can be customized and personalized as required.
Titan Insurance FAQs
Why should insurance companies use Titan?
Because your entire customer journey – from quoting to claims – can be faster, more accurate, and fully inside Salesforce. Titan removes the manual rework, speeds up response times, and delivers a better policyholder experience without adding complexity.
Can Titan handle compliance and regulatory requirements?
Yes. Every step is built with compliance in mind. Titan enforces permission-based access, encrypts sensitive data, and automatically logs every step for audit readiness.
Do I need developers to set this up?
No code required. Your team can visually build and adapt claims, onboarding, and policy workflows. Plus, Titan’s support team ensures you’re live and running quickly.
Can external agents and brokers use Titan?
Absolutely. Create secure portals where brokers and agents can submit applications, update policies, and track progress – without giving them full Salesforce access.
How quickly can we be up and running?
Many insurance teams launch their first workflows in just weeks, starting with high-impact processes like claims intake or policy renewals.
Power Every Policy, Claim, and Renewal – Right Inside Salesforce.
