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Wolters Kluwer UK Selects Vlocity Insurance to Deliver Managed Cloud Portal

Staff Writer | May 19, 2015

Vlocity Inc., an industry cloud software company has been selected by the United Kingdom division of global information services company Wolters Kluwer to modernize the online experience for its tax insurance customers.

Vlocity Insurance will be deployed as a managed cloud portal for Wolters Kluwer UK to integrate its front-office customer data with its back-office policy and claims management systems for a unified customer experience for both its accounting firms and policyholders. Built on Vlocity Insurance and the Salesforce Sales Cloud and Communities Cloud, which are part of the Salesforce Customer Success Platform, the cloud portal will save time and money for claims submissions and policy acquisition while reducing instances of fraud.

“Wolters Kluwer UK required a robust solution tailored to the unique demands of their industry that can be deployed quickly and cost effectively,” says Dominic Dinardo, Vlocity managing director Europe. “Building on the Salesforce Community Cloud and Sales Cloud, we’re meeting those needs for Wolters Kluwer UK while delivering a modern and satisfying experience for policyholders that fulfills compliance and accounting requirements.”

Wolters Kluwer required a real-time cloud portal for managing tax-related insurance policies to avoid a lag caused by off-line policy purchasing, claim reporting, and payment. The portal will create a connection between end user policyholders, the accountants selling the policy schemes, and the Wolters Kluwer back-office environment for faster, more accurate and easier claims submission and renewals. The new portal will manage policy sales, policy service, claims, renewals, and pricing between Wolters Kluwer, its base of more than 400 accounting firms, and thousands of policyholders.

“Vlocity Insurance allows us to compete more effectively and at a faster time to value than custom designed or non-industry specific solutions,” says Wolters Kluwer UK CTO Kenneth Davis. “With Vlocity Insurance and Salesforce, we can deploy in a quarter of the time we expected, and deliver a deeper set of features and capabilities using a scalable architecture that is simple to upgrade and maintain over time.”

Vlocity provides a complete insurance cloud-based solution built entirely on the Salesforce Customer Success Platform. At Wolters Kluwer, the Vlocity Insurance solution provides:

  • Real-time confirmation of policyholder coverage and claims history;
  • Streamlined claims submission and management across all policy stakeholders;
  • Real-time notification of new policyholder coverage and enhanced policy information. 

“We are thrilled to continue our work with Vlocity to meet the growing demand for industry-specific customer experiences in the cloud,” says Miguel Milano, president, EMEA Salesforce. “The combination of Vlocity Industry Cloud Apps with the Salesforce Customer Success Platform enables world-class customer sales and service across any channel and any device.”


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