FSC Insurance Starter Pack

Three Tiers to Accelerate Your Insurance Agency Transformation

Enable • Elevate • Transform

Get Started • Scale Up • Go All In

LIMITED TIME

Limited Time Offer

Salesforce Q1 & Q2 offer:

FREE Data Readiness Assessment

$2,500 value FREE!

Is your Knowledge ready • Data completeness • Data Quality • Data Duplication • Actionable next steps

Choose Your Tier

Select the package that best fits your current needs and future growth

ENABLE

Get Started

$40,000

Core Features Included:

FSC Insurance Data Model
Policyholder Management
Policy Types & Products
Basic Policy Coverages
Core Automation & Workflows
Standard Reports & Dashboards
Basic Security Configuration
Train the Trainer
Data Migration

Timeline: 10-12 weeks

Everything in Enable, plus:

Full Claims Management
Producer & Commission Management
Policy Transactions & Endorsements
Insured Assets (Vehicles, Property)
Policy Participants (Drivers, Beneficiaries)
Advanced Workflow & Approvals
Email & Communications
Full Reporting & Analytics

Timeline: 14-17 weeks

TRANSFORM

Go All In

$95,000

Everything in Elevate, plus:

Renewals & Retention Management
Document Management & E-Signature
Full Mobile Access & Offline
Push Notifications
Complex Approval Matrices
Advanced Security & Encryption
Full Training & Change Management

Timeline: 18-22 weeks

Add-On Packages

Extend any tier with these specialized capabilities

Agentforce for Insurance

$35,000

AI-powered autonomous agents for insurance operations

Requires: Agentforce License

• Policy inquiry agent
• Claims intake agent
• Renewal assistance agent
• Quote generation agent
• Custom agent development

Agentforce for Slack

$25,000

AI-powered autonomous agents directly in Slack

Requires: Agentforce + Slack licenses

• Conversational AI in Slack
• Policy & claims queries
• Intelligent recommendations
• Natural language actions
• Context-aware responses

Advanced Analytics & AI

$20,000

Data-driven insights with Einstein Discovery

Requires: CRM Analytics License

• Insurance Analytics App
• Loss ratio predictions
• Retention risk scoring
• Producer performance AI
• Executive reporting

Customer Portal

$30,000

Enable policyholder self-service

Requires: Experience Cloud License

• Experience Cloud site
• Policy viewing & ID cards
• Claims status tracking
• Document upload
• Payment portal

Document Generation

$15,000

Automated document creation & e-signature

Requires: Conga or DocuSign License

• Declaration pages
• Certificates of Insurance
• Proposals & quotes
• E-signature integration
• Template library

Integration Services

Contact Us

Carrier, AMS & rating engine integration

Scoped based on requirements

• Carrier API integration
• Rating engine connection
• AMS sync (Applied, Vertafore)
• Payment gateway
• Real-time data sync

Data Migration

Included

Standard data migration included with any package

• Up to 10,000 Accounts
• Up to 10,000 Contacts
• Up to 10,000 Policies
• Standard format provided by Realfast
• No data cleansing or deduplication

Contact Realfast for additional data migration needs

Mobile Enhancement

$8,000

Advanced mobile for field producers & adjusters

No additional license required

• Optimized mobile navigation
• Custom quick actions
• Offline briefcase config
• Push notifications
• Photo capture for claims

Slack Integration

$5,000

Connect FSC Insurance to Slack for collaboration

Requires: Slack workspace

• Policy issuance notifications
• Claims alerts & updates
• Approval workflows in Slack
• Renewal reminders
• Team collaboration channels

Which Tier is Right for You?

Choose ENABLE if...

For 15 users or less

→New to Salesforce FSC
→Need core policy management
→Small agency or startup
→Limited budget to start
→Want quick time-to-value
→Plan to add features later

Choose ELEVATE if...

For 40 users or less

→Need full claims management
→Managing producer commissions
→Growing agency operations
→Require advanced automation
→Multiple lines of business
→Want comprehensive reporting

Choose TRANSFORM if...

For 75 users or less

→Enterprise agency needs
→Field producers & adjusters
→Full offline access required
→Migrating from legacy system
→Advanced security needs
→Complete digital transformation

What's Included in Every Tier

Discovery & Design

•Business process review
•Requirements gathering
•Solution architecture
•Data mapping

Configuration

•Object & field setup
•Page layouts & record types
•Automation & workflows
•Security configuration

Training & Support

•Admin training
•Train the Trainer
•User documentation
•2-week UAT support
•2-week post-go-live support

Managed Services

Ongoing support and continuous improvement for your FSC Insurance platform

FSC Insurance Managed Services

starting from

$2,500/month

Continuous support and enhancement services to maximize your FSC Insurance investment

What's Included:

24/7 AI Agent Support - Instant answers and guidance
Monthly Enhancements (3 small, 2 medium, or 1 large)
Proactive System Monitoring - System health and performance
Release Management - Salesforce update readiness
User Support & Help Desk - Issue resolution
Continuous Improvement - Ongoing optimization

Ready to Transform Your Insurance Agency?

Contact us to discuss your FSC Insurance implementation and find the right tier for your agency.

FSC Insurance Starter Pack | Tiered Offering

All tiers require Financial Services Cloud with Insurance license.

New Salesforce implementations must be paired with core FSC implementation.

Add-ons marked in red require additional Salesforce licenses. Contact Salesforce for license pricing.

Implementation timeline depends on customer readiness and data quality.