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CASE STUDY

Insurance Carrier: Broker Portal on Sales Cloud + Experience Cloud

A specialty insurer rebuilt broker engagement on Salesforce Sales Cloud + Experience Cloud. Broker submission volume up 41% in year one.

May 9, 2026 · 2 min read · By admin
At a glance
41% CHANGE
Industry
BFSI
Topics
Sales Cloud · Salesforce
Published
May 2026
Headline outcome
41% Broker submission volume: up 41%…

Measured outcomes

What this programme actually delivered.

41%

Broker submission volume: up 41% Y1

38%

Quote-to-bind cycle: down 38%

+34

Broker NPS: +34 points

The challenge

A specialty commercial insurer competed for broker attention against carriers with modern self-service portals. Brokers consistently chose carriers with easier submission paths.

What we built

Sales Cloud + Experience Cloud broker portal with intelligent forms, auto-quote on standard risks, real-time submission status, and embedded chat with underwriting. Submission can be paused and resumed; everything is auditable.

Outcomes

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