List of Salesforce Vlocity Insurance Quoting Customers
Salesforce
Salesforce Tower 415 Mission Street, 3rd Floor,
San Francisco, 94105, CA,
United States
San Francisco, 94105, CA,
United States
1 415-901-7000
Professional Services
83334
$41.5B
Since 2010, our global team of researchers has been studying Salesforce Vlocity Insurance Quoting customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Salesforce Vlocity Insurance Quoting for Insurance Pricing and Rating Engine from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Salesforce Vlocity Insurance Quoting for Insurance Pricing and Rating Engine include: Independence Pet Group, a United States based Insurance organisation with 710 employees and revenues of $1.06 billion, Caterpillar Insurance, a United States based Insurance organisation with 3100 employees and revenues of $947.0 million, Idaho State Insurance Fund (SIF), a United States based Insurance organisation with 500 employees and revenues of $283.0 million and many others.
Contact us if you need a completed and verified list of companies using Salesforce Vlocity Insurance Quoting, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Salesforce Vlocity Insurance Quoting customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
Apply Filters For Customers
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
|---|---|---|---|---|---|---|---|---|---|---|---|
 |
Caterpillar Insurance | Insurance | 3100 | $947M | United States | Salesforce | Salesforce Vlocity Insurance Quoting | Insurance Pricing and Rating Engine | 2023 | n/a |
In 2023, Caterpillar Insurance implemented Salesforce Vlocity Insurance Quoting to introduce centralized quoting and rating capabilities. The deployment targeted Insurance Pricing and Rating Engine functionality to standardize pricing, rating and quote orchestration across financial and parts channels for the insurer.
Salesforce Vlocity Insurance Quoting was configured to support pricing logic and rating rules, automated quote generation, and tiered customer reward eligibility tied to customer spend and machine sales. Configuration work emphasized quote workflows and policy-oriented data models that interface with customer financial records in Salesforce MyCat Financial, and the implementation included orchestration for rewards qualification as part of the quoting process.
The architecture integrated Salesforce MyCat Financial with Parts.cat.com PCC via an API to surface parts orders and to drive rewards tiers, and it unified dealer invoice and parts order data from Microsoft Dynamics 365 sourced from Dealer ERP into Salesforce MyCat Financial to capture customer spend. Azure DevOps was used to accelerate development, system integration testing and user acceptance testing, and the program proceeded to production deployment with a defined daily Hypercare period tracked in an Excel issue tracker.
Program governance combined Agile delivery methods within a structured Waterfall framework, with a dedicated project plan, weekly status and risk reviews, and stakeholder alignment across business and IT. The program manager led delivery activities and testing coordination, and the Cat Rewards 2 workstream successfully launched a tiered customer rewards solution at the ConExpo trade show in March 2026 as part of the broader quoting and pricing initiative.
|
 |
Idaho State Insurance Fund (SIF) | Insurance | 500 | $283M | United States | Salesforce | Salesforce Vlocity Insurance Quoting | Insurance Pricing and Rating Engine | 2020 | n/a |
In 2020 Idaho State Insurance Fund implemented Salesforce Vlocity Insurance Quoting within the Insurance Pricing and Rating Engine category to address an outdated, manual quote request workflow where agency staff submitted paper or PDF applications via mail, upload, or email and had limited visibility after submission. The implementation targeted faster turnaround for small risks and improved visibility into quote timelines while enabling underwriters to focus on higher value, complex business.
The solution centers on a broker-facing portal branded SIFQuote and a Salesforce Partner Community that serves as the hub for agents to create and manage applications. Configuration used OmniStudio components to build a navigational module called the Touch Tree that breaks the application into discrete steps, guides users back to incomplete work, and supports document generation for agency staff and underwriters. No code was written for rate calculation, Salesforce Industries quoting services were invoked via integration procedures to perform product rating and create quotes, and automated underwriting logic was applied to enable instant quotes for a subset of small business submissions.
SIF partnered with Silverline through joint design sessions to capture detailed workers’ compensation business rules and Idaho market practices, ensuring the implementation fit operational realities. The deployment emphasized data capture to reduce abandoned submissions, and the Partner Community and SIFQuote portal instrumented tracking of abandoned applications to surface root causes. Operational coverage focused on agency partners and the underwriting function, with process automation shifting routine small-account decisions into self-service quoting and reserving underwriter attention for complex risks.
Governance included collaborative design and iterative configuration with SIF subject matter experts driving rule definition, and the Touch Tree was implemented to standardize workflow navigation and data completeness checks. Outcomes stated by the project include a reduction in average quoting time from six days to under an hour, availability of instant quotes for a growing subset of submissions, and improved visibility across the quote lifecycle for agents and underwriters.
|
 |
Independence Pet Group | Insurance | 710 | $1.1B | United States | Salesforce | Salesforce Vlocity Insurance Quoting | Insurance Pricing and Rating Engine | 2023 | n/a |
In 2023, Independence Pet Group implemented Salesforce Vlocity Insurance Quoting as part of its Insurance Pricing and Rating Engine deployment. The work was executed to centralize quoting and rating capabilities across product lines and distribution channels, aligning pricing logic with the companys unified customer platform.
Salesforce Vlocity Insurance Quoting was configured to deliver rule driven pricing and real time rating, including product configuration, parameterized rate tables, and automated quote generation workflows. The implementation emphasized centralization of pricing logic and integration points for underwriting decision support and downstream policy creation, leveraging standard quoting workflows, rating algorithms, and configurable business rules.
Integrations accompanied the quoting deployment, notably a migration to Salesforce Financial Services Cloud to unify customer service and case management, and a strategic consolidation of payment systems to support seamless transactions, enhanced fraud detection, and consolidated financial reporting. A common data model was created to enable data exchange between quoting, billing, and analytics systems, with the Chief Data Officer orchestrating data governance, security, and quality standards across departments.
Operational governance was led by the Sr Director of Integrations and Chief Data Officer who established a data center of excellence, defined governance practices, and coordinated rollout across business functions including customer service, finance, and product management. The program explicitly produced reduced training time, optimized resource allocation, and improved customer service, while preparing the data foundation for future AI and machine learning initiatives.
|
Showing 1 to 3 of 3 entries
Buyer Intent: Companies Evaluating Salesforce Vlocity Insurance Quoting
ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating Salesforce Vlocity Insurance Quoting. Gain ongoing access to real-time prospects and uncover hidden opportunities.
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
|---|---|---|---|---|---|---|---|---|
| No data found | ||||||||
FAQ - APPS RUN THE WORLD Salesforce Vlocity Insurance Quoting Coverage
Salesforce Vlocity Insurance Quoting is a Insurance Pricing and Rating Engine solution from Salesforce.
Companies worldwide use Salesforce Vlocity Insurance Quoting, from small firms to large enterprises across 21+ industries.
Organizations such as Independence Pet Group, Caterpillar Insurance and Idaho State Insurance Fund (SIF) are recorded users of
Salesforce Vlocity Insurance Quoting for Insurance Pricing and Rating Engine.
Companies using Salesforce Vlocity Insurance Quoting are most concentrated in Insurance, with adoption spanning over 21 industries.
Companies using Salesforce Vlocity Insurance Quoting are most concentrated in United States, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Salesforce Vlocity Insurance Quoting across Americas, EMEA, and APAC.
Companies using Salesforce Vlocity Insurance Quoting range from small businesses with 0-100 employees - 0%, to mid-sized firms with 101-1,000 employees - 66.67%, large organizations with 1,001-10,000 employees - 33.33%, and global enterprises with 10,000+ employees - 0%.
Customers of Salesforce Vlocity Insurance Quoting include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified Salesforce Vlocity Insurance Quoting customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Insurance Pricing and Rating Engine.