Lead to Bind: Optimizes lead management, quoting, and policy issuance with Salesforce and Guidewire integration
Exavalu combines deep industry expertise, MuleSoft integration capabilities, PDO excellence, Tableau and
Data Practice proficiency, and proprietary ISV solutions to deliver measurable business impact:
- 35% improvement in lead conversion for a leading national auto insurer.
- 40% boost in operational efficiency for a self-insured longshore benefits provider.
- 50% increase in productivity and standardization for a global non-profit.
Discover how Exavalu’s Salesforce expertise can transform your operations.
Agentic AI for
Insurance Operations
Powered by Salesforce Agentforce and Data Cloud, Exaforce is Exavalu’s AI-driven solution that redefines insurance processes with digital autonomous agents.
Agentforce Readiness Scoring: :
Assess your readiness with our tailored form.
Capabilities:
-
Policyholder validation
-
Incident reporting and intake
-
Claim registration and acknowledgment
-
Damage assessment scheduling
-
Appointment confirmation
Comprehensive Salesforce, MuleSoft, Tableau, and Data Practice Capabilities
Digital Advisory
- Business process consulting and transformation roadmaps.
- Industry-focused advisory (Insurance, FinTech, Healthcare, Manufacturing, Life Sciences).
- AI maturity and Agentforce readiness assessments.
- Data Cloud strategy and governance with Informatica integration.
Implementation
- Cross-cloud Salesforce deployments.
- MuleSoft-powered integrations for seamless connectivity, including Guidewire.
- Salesforce test automation and data migration.
- Tableau-driven analytics and deployment strategies
Value Maximization
- Managed services with flexible CoE models.
- ROI-driven intelligent automation.
- Tech refactoring for M&A scenarios.
- Data-driven insights with compliance management using Data Cloud and Informatica
Enablement
- Organizational change management.
- Salesforce user adoption programs.
- AI change management support.
Product Development and Operations (PDO)
- Custom product development tailored for industry workflows
- End-to-end PDO lifecycle management, from ideation to deployment
- Agile development with Salesforce, MuleSoft, and Informatica integration
- Continuous product optimization and support.
Services
- Application Development: Custom Salesforce applications for industry use cases.
- Managed IT Services: Ongoing support, monitoring, and optimization.
- Cloud Migration Services: Seamless transition to Salesforce clouds.
- Consulting Services: Strategic guidance for digital transformation.
Tableau and Data Practice
- Tableau Expertise: Advanced data visualization and business intelligence solutions.
- Data Cloud Proficiency: Unified data management for real-time insights.
- Informatica Integration: Robust data integration, ETL processes, and data quality management.
- Data pipeline optimization for scalability and performance.
Lead to Bind and Bind to Cash Expertise
Bind to Cash: Enhances premium collection, billing, and reconciliation processes
Guidewire Integration: Leverages MuleSoft for seamless connectivity with Guidewire PolicyCenter, BillingCenter, and ClaimCenter for real-time data exchange
The Exavalu Advantage
- 4.9 CSAT: Proven customer satisfaction.
- 90%+ Salesforce-certified talent.
- 10+ industry accelerators for rapid deployment
- Salesforce Partner Badge, MuleSoft expertise, PDO excellence, and Tableau/Data Practice proficiency.
Multi-Industry and
Multi-Cloud Expertise
Industry Focus
- Insurance: Tailored solutions for carriers, brokers, and MGAs
- FinTech: Streamlined payment processing, compliance, and customer engagement
- Healthcare: Patient-centric solutions for care coordination and data management
- Manufacturing: Supply chain optimization and CRM enhancements
- Life Sciences: R&D process automation and regulatory compliance
- Nonprofit: Donor management and program efficiency
Multi-Cloud Expertise
- Sales Cloud, Service Cloud, Marketing Cloud
- Financial Services Cloud, Health Cloud, Nonprofit Cloud
- Data Cloud, Tableau, Einstein, MuleSoft
Solutions & Accelerators
Exavalu’s ISV offerings and accelerators streamline operations across industries:
- 01 Exaforce
- 02 Exasure
- 03 ExaReach
- 04 Policy Admin Connectors
- 05 InsurTech Solutions
AI-powered autonomous agents for insurance claims and policy management
Prebuilt, modular platform for insurers, MGAs & Brokers
- Guided processes with Salesforce OmniStudio
- Front and mid-office optimization
Multi-channel communication suite
- SMS, WhatsApp, and survey integrations
No-code integration for 360° policyholder views
- Access to core systems via REST APIs
- Reusable Salesforce Lightning Web Components
- Lead-to-bind automation for faster policy issuance
- Bind-to-cash workflows for efficient billing and reconciliation
- Guidewire integration for end-to-end insurance processes
Resources
Case Study
Making In-Kind Gift Management Process A Breeze With Salesforce
December 4, 2025
Learn More 
Case Study
How Exavalu Helped a Large US Enterprise with Smooth Salesforce Migration and Maximization
December 4, 2025
Learn More
Case Study
Reimagining Policy Administration and CRM for Seamless DBA & Longshore Benefits
December 4, 2025
Learn More
Case Study
Delivering a Breakthrough in ModernizingDisaster and Military Relief Operations
December 4, 2025
Learn More
Case Study
A Personal Lines Insurance Company Achieves 300+% ROI by Modernizing Its Marketing Operations
December 4, 2025
Learn More
Case Study
Leveraging Data Cloud for Customer Unification and Segmentation
December 4, 2025
Learn More
Ready to Transform Your Operations?
Leverage Exavalu’s Salesforce expertise, MuleSoft integrations, PDO capabilities, Tableau and Data Practice proficiency, and ISV accelerators to unlock unparalleled efficiency and growth across industries.
Talk to Our Expert
