Private health insurers operate in a highly regulated, pricesensitive market where member experience, transparency, and trust directly influence retention. Fragmented policy systems, manual claims handling, and limited visibility into member journeys can erode both satisfaction and margins. Salesforce Financial Services Cloud and Health Cloud give insurers a unified view of members, policies, benefits, and providers, enabling more proactive and personalised servicing. Alphaleo applies these capabilities to design membercentric journeys from onboarding and preauthorisations to claims and wellness engagement, so health funds can improve service quality, drive smarter utilisation of benefits, and build longerterm member loyalty.
- Financial Services Cloud for Insurance configuration (policy, claim, coverage, assets)
- Broker, agent, and partner relationship management
- Quote, underwriting, and new business workflows
- Multichannel claims and case management
- Renewals, retention, and crosssell journeys
- Integration with policy admin, billing, and document systems
- Assess & Prioritise – Understand distribution models, product mix, and current CRM/claims processes.
- Design Data & Journeys – Configure insurance data models for policy, coverage, claims, and relationships; design endtoend customer and broker journeys.
- Integrate & Automate – Connect Salesforce with policy admin, billing, and document repositories; automate quote, referral, and claims workflows.
- Enable & Enhance – Provide rolebased workspaces for agents, brokers, underwriters, and claims handlers; embed dashboards and AI for risk and churn.
- Faster quotetobind and claims resolution cycles
- Higher broker and customer satisfaction through transparency and responsiveness
- Improved retention and crosssell via datadriven nextbest actions
- Reduced manual rework and operational leakage
- Stronger compliance and audit readiness across the policy lifecycle
- Deep Salesforce Financial Services Cloud for Insurance expertise
- Experience integrating with leading policy administration and billing systems
- AIenabled use cases for risk scoring, churn prediction, and FNOL triage
- Ability to support both direct and brokerled channel strategies
Our Industries
Government & Public Sector
Transforming public services with secure, citizen-centric digital solutions.
Telecommunications
Driving connectivity, innovation, and customer engagement.
Retail
Reimagining retail with seamless, customer-first digital experiences
Manufacturing
Accelerating production excellence through smart, data-driven operations.
Travel & Hospitality
Delivering modern, personalized experiences for travelers and guests.
Financial Services
Accelerating digital transformation with compliance-ready, scalable solutions.
Our Partners
Alphaleo collaborates with industry-leading technology providers to deliver best-in-class results. Our partnerships enable seamless integration, enhanced automation, and maximum value for clients. Key partners include Salesforce, DocuSign, HubSpot, Zoho, HCL Software, Commercetools, BigCommerce, Databricks, JFrog, MuleSoft, Celigo, SnapLogic, and Blackthorn, powering our solutions with proven expertise and reliability.
Our Strategic Partnerships
The Alphaleo Lens
Our stories, strategies, and innovation from our experts
Trusted by Industry Leaders
Real words from brands that rely on our expertise