Salesforce.com Inc

Vlocity Insurance

Composite Score

8.1 /10

CX Score

8.6 /10

29 Reviews Write a Review

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In Partnership With SelectHub

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What is Vlocity Insurance?

Successful Insurance organizations understand their clients and their constantly changing needs. They efficiently provide them with the right products, and efficiently administer and service their policies / products at the right times. You need insurance-specific capabilities, and you need all the benefits of the cloud. Now you can have both with Vlocity.

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Vlocity Insurance Ratings

Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard to access more information on Vlocity Insurance.

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

84 Likeliness to Recommend

100 Plan to Renew

82 Satisfaction of Cost Relative to Value

100

Product Experience

Negotiation and Contract

Conflict Resolution

Strategy & Innovation

Service Experience

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Emotional Footprint Overview

Product Experience:: 100%
Negotiation and Contract:: 98%
Conflict Resolution:: 97%
Strategy & Innovation:: 94%
Service Experience:: 97%

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

+97 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love Vlocity Insurance?

0% Negative

5% Neutral

95% Positive

Pros

Helps Innovate
Continually Improving Product
Reliable
Enables Productivity

Feature Ratings

Average 82

Risk and Fraud Assessment

Policy Management

Audit Management

Communication Management

Analytics and Reporting

Fraud Management

Financial Management System

Document Management

Workflow Management

Compliance Management

Claims Management

Vendor Capability Ratings

Average 81

Business Value Created

Quality of Features

Breadth of Features

Usability and Intuitiveness

Availability and Quality of Training

Ease of Implementation

Ease of Data Integration

Product Strategy and Rate of Improvement

Ease of IT Administration

Vendor Support

Ease of Customization

Also Featured in...

Insurance Policy Management

Score 7.8

View Vlocity Insurance in this category (opens in a new tab)

Vlocity Insurance Reviews

Mohd A.

Role: Information Technology
Industry: Banking
Involvement: IT Development, Integration, and Administration

Validated Review

Verified Reviewer

Submitted Apr 2025

Good tool for insurance but need time to learn it

Likeliness to Recommend

10 /10

What differentiates Vlocity Insurance from other similar products?

Vlocity Insurance stands out because it is built on Salesforce platform, so it is easier to integrate with customer relationship management systems. Also, it is more focused on insurance industry, like it already has pre built processes for common insurance tasks. Other products are more general, but Vlocity is more advanced to what insurance companies actually need.

What is your favorite aspect of this product?

I think my favorite part of this product is how it already comes with lot of ready made features for insurance, so you do not have to waste time building everything from start. It just makes work little more easier and faster, even if you not expert in coding.

What do you dislike most about this product?

One thing I do not really like is sometimes it feels too much dependent on Salesforce stuff, like if something break there, whole thing gets down.Also, it can be bit hard to customize some parts without deep knowledge, which is kind a frustrating sometimes.

What recommendations would you give to someone considering this product?

If someone is thinking to use this product, I would say make sure your team know at least basics of Salesforce, because it helps a lot. Also take some time to explore all features it offer, do not just jump in fast. It is good for insurance but need some patience to learn in starting.

Pros

Helps Innovate
Continually Improving Product
Performance Enhancing
Unique Features

Aditya K.

Role: Information Technology
Industry: Engineering
Involvement: Business Leader or Manager

Validated Review

Verified Reviewer

Submitted Oct 2024

Transition to Vlocity Insurance

Likeliness to Recommend

7 /10

What differentiates Vlocity Insurance from other similar products?

1-Industry-Specific solution 2-seamless salesforce Integration 3-Low -code /No code platform 4-data-Driven insights 5-Configurablity and flexibility 7-Enhanced customer Experience 8-regular compliance

What is your favorite aspect of this product?

One of my favorite aspects of Vlocity Insurance is its deep integration with Salesforce. This integration allows companies to not only manage their insurance operations effectively but also leverage the full power of Salesforce's CRM and customer data management tools. This creates a seamless experience where insurers can have a 360-degree view of their customers, improve customer engagement, and automate many processes, all within one platform. The flexibility and scalability of the system make it a great fit for evolving business needs.

What do you dislike most about this product?

One of the common criticisms of Vlocity Insurance is its complexity and learning curve. While the platform offers robust features and customization options, new users may find it challenging to navigate and fully utilize its capabilities without significant training. Additionally, organizations might face difficulties in the initial implementation phase, especially if they do not have prior experience with Salesforce or similar platforms. This can lead to longer onboarding times and potential disruptions in workflow during the transition period.

What recommendations would you give to someone considering this product?

Pros

Inspires Innovation
Caring
Altruistic
Over Delivered

Gabriel P.

Role: Information Technology
Industry: Technology
Involvement: Initial Implementation

Validated Review

Verified Reviewer

Submitted Jul 2024

Likeliness to Recommend

10 /10

Pros

Helps Innovate
Continually Improving Product
Reliable
Enables Productivity

Vlocity Insurance

What is Vlocity Insurance?

Company Details

Book a Free Demo Today!

Vlocity Insurance Ratings

84 Likeliness to Recommend

100 Plan to Renew

82 Satisfaction of Cost Relative to Value

Emotional Footprint Overview

Emotional Footprint Overview

+97 Net Emotional Footprint

How much do users love Vlocity Insurance?

Chart

Pros

Feature Ratings Average rating of all product features, some of which may not be shown below

Risk and Fraud Assessment Includes the ability to document, mitigate, and respond to project risk conditions across the portfolio and detect instances of potential fraudulent claims.

Policy Management Solution centralizes policies, standards, and procedures mapped to regulations or best-practices (PCI-DSS, ISO/IEC, HIPAA, etc.) with built-in templates.

Audit Management Includes data security, audit reports, and revision control.

Communication Management Includes verbal and non-verbal information sharing, multiple languages, and a goal-oriented objective.

Analytics and Reporting Includes historical & real-time dashboard visualizations, detailed & summary reporting and easy data extraction for data analysis.

Fraud Management Includes identity theft protection, fraud alerts, payer authentication, and fraud investigations.

Financial Management System Includes planning, forecasting, invoicing, and cash flow management.

Document Management Includes features such as check-in/check-out and versioning controls on documents and artifacts.

Workflow Management Includes ability to support flexible and comprehensive workflow-based capabilities.

Compliance Management Includes compliance controls, compliance rules engine, and compliance monitoring.

Claims Management Includes claims processing, eligibility verification, paper claims mailing, claims denials management, and electronic claims submission.

Vendor Capability Ratings Average rating of all vendor capabilities, some of which may not be shown below

Business Value Created Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Quality of Features Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Breadth of Features Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Usability and Intuitiveness End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Availability and Quality of Training Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Ease of Implementation Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Ease of Data Integration Use this data to determine whether the product will cause headaches or make data integration easy.

Product Strategy and Rate of Improvement Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Ease of IT Administration This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Vendor Support The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Ease of Customization Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Also Featured in...

Insurance Policy Management

Vlocity Insurance Reviews

Mohd A.

Good tool for insurance but need time to learn it

Likeliness to Recommend

Pros

Aditya K.

Transition to Vlocity Insurance

Likeliness to Recommend

Pros

Gabriel P.

Likeliness to Recommend

Pros

Feature Ratings

Risk and Fraud Assessment

Policy Management

Audit Management

Communication Management

Analytics and Reporting

Fraud Management

Financial Management System

Document Management

Workflow Management

Compliance Management

Claims Management

Vendor Capability Ratings

Business Value Created

Quality of Features

Breadth of Features

Usability and Intuitiveness

Availability and Quality of Training

Ease of Implementation

Ease of Data Integration

Product Strategy and Rate of Improvement

Ease of IT Administration

Vendor Support

Ease of Customization