NEW YORK, NY and SAN FRANCISCO, CA — (Marketwired) — 12/15/16 — , a leading industry cloud company, today announced that New York Life, the largest mutual life insurance company in the United States and an investor in Vlocity, has selected Vlocity Insurance to improve its client management processes, agent-customer relationships and agent enablement. New York Life agents will be able to leverage industry cloud apps and mobile software from Vlocity and Salesforce.
: @NewYorkLife Selects @vlocity & @salesforce to Enrich Client Relationships and Improve Insurance Agent Effectiveness:
Vlocity Insurance apps digitally enable the experience of buying and selling insurance. The Vlocity Insurance solution, built on Salesforce, the world–s #1 customer success platform, provides policy acquisition and lifecycle management tools that agents can share with consumers in a collaborative manner, offering a powerful, unique experience that helps build strong agent-customer relationships.
“Leveraging technology to improve how our agents serve their clients is a key priority at New York Life,” said John Kim, President and Chief Investment Officer for New York Life. “We expect that Vlocity–s tools and capabilities will help us grow our sales while enhancing the level of service we provide.”
Vlocity–s industry cloud platform shortens the selling cycle and gives agents access to:
Best-of-breed cloud and mobile technology, including Vlocity Insurance on agent desktops;
Vlocity–s Mobile Insurance advisor software that allows agents to review customer relationships, prepare for meetings and log comments from iOS and Android mobile devices; and,
Guided and industry-specific sales and service processes that enable agents to deliver value and advice to clients in real-time, via more collaboration, focused on client needs.
Vlocity industry cloud apps are modern cloud and mobile software that embed industry-specific functionality, best practices and business processes. Built in partnership with Salesforce, the world–s #1 CRM company, Vlocity industry cloud apps leverage the capabilities of the Salesforce Customer Success Platform to enable companies to achieve faster business agility and time-to-value from the cloud.
“We are proud that New York Life selected Vlocity to deliver solutions that better serve agents and customers,” said Vlocity CEO and Founder David Schmaier. “We look forward to the positive strategic impacts and business benefits that the partnership promises to deliver to the organization.”
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Vlocity Insurance apps are a modern, enterprise-scale suite of insurance acquisition, customer care, and distribution management industry cloud and mobile solutions. Designed and built for Property and Casualty, Life and Annuities, and Employee Benefits, Vlocity Insurance takes advantage of the omni-channel capabilities of the Salesforce Customer Success Platform to enable carriers, agents and brokers to manage client relationships, policy and annuity portfolios, renewals and claims across their clients and producer networks. Vlocity Insurance delivers omni-channel solutions that optimize insurance carrier, benefit provider, and distribution channel operations for consumer, business, and group lines of business. Vlocity is a member of ACORD. For more information on Vlocity Insurance, visit .
Vlocity, a leading industry cloud software company, empowers companies to deliver unified, industry-specific customer experiences. Vlocity industry cloud apps are modern cloud and mobile software that embed industry-specific functionality, best practices, and business processes for customer-centric industries. Built in partnership with Salesforce, the world–s #1 CRM company, Vlocity industry cloud apps leverage the omni-channel capabilities of the Salesforce Customer Success Platform to enable companies to achieve faster business agility and time-to-value from the cloud. Learn more at and follow us at .
BOCA Communications for Vlocity
Kathryn Bonesteel
+1 682-217-5828
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