Finance & Insurance
Digitally transforming insurance and financial services with AI-powered automation, compliance, and customer experience.
At Unboxx, we recognize the intricate challenges faced by the financial and insurance industries—from navigating strict compliance frameworks to managing legacy infrastructure and delivering secure, personalized client experiences.
Our industry-specific Salesforce solutions are designed to streamline operations, improve data visibility, and enable seamless client engagement. By integrating advanced technologies, we help firms modernize their systems, stay ahead of regulatory demands, and uncover new opportunities for scalable growth.
Core Values
Policyholder 360 Solutions
Break down silos and build a unified view of your clients. Our 360° policyholder solutions integrate customer data across platforms—CRM, claims, policy, and billing—empowering your teams to deliver hyper-personalized services and increase lifetime value.
Quote-to-Bind Process Automation
Accelerate policy issuance with workflow-driven automation. From quoting to underwriting and approvals, we help insurers reduce time-to-quote, eliminate manual bottlenecks, and improve accuracy using Salesforce and AI-based decision rules.
Claims Management Optimization
Deliver a smoother claims experience while cutting operational costs. Our solutions enable automated claim intake, fraud detection, and real-time tracking—boosting customer satisfaction while ensuring adjusters focus on critical tasks.
Strategic Value We Deliver
Our agile delivery model ensures rapid deployment without compromising quality—so you start seeing ROI sooner, whether it’s improved quote turnaround or smarter claims handling.
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Faster Time-to-Value
With unified data pipelines and real-time analytics dashboards, we empower your leadership teams to make faster, smarter business decisions that reduce risk and optimize customer engagement.
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Data-Driven Decision Making
From policy inquiry to claim resolution, we design digital experiences that build trust, reduce churn, and increase satisfaction across every client touchpoint.
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Modernized Customer Journeys
Built with scalability and integration in mind, our solutions are ready for tomorrow’s innovations—AI agents, predictive analytics, or next-gen mobile apps.
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Future-Proof Architecture
Whether you’re onboarding new agents or entering new markets, our frameworks allow you to grow without complexity—keeping performance, compliance, and customer experience in sync.
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Operational Excellence at Scale