Can Salesforce Work for Underwriting? Not Without a Lot of Glue.
Salesforce is one of the most flexible CRMs on the market. So naturally, some MGAs and carriers wonder: “Can we just build our submission intake and underwriting workflows on Salesforce?”
Short answer: You can try. But it’s going to cost you time, money, and a whole lot of duct tape.
Why Salesforce Falls Short for Underwriting
| Area | Salesforce CRM | Selectsys Platform (RQB + EI + AI) |
| Submission Intake | Requires custom email + doc parsing | Built-in AI reads broker emails + PDFs |
| Quoting & Rating | Needs custom logic or external API | RQB rates instantly via carrier APIs |
| Policy Issuance | No built-in PAS | EI handles issuance, renewals, endorsements |
| Underwriter UX | Built for salespeople | Built for underwriters |
| Implementation Time | 6-12 months w/ devs | 2-4 weeks out of the box |
You’ll End Up Hiring Developers and Buying Add-ons
To get close to what Selectsys does out of the box, you’d need:
- An OCR add-on to extract insurance application forms data
- A rules engine to quote across carriers
- A third-party PAS or custom object build
- Workflow developers to tie it together
- Ongoing admins to maintain it
That’s not automation. That’s project creep.
What Selectsys Delivers Instead
- AI Submission Automation: Reads emails + PDFs and extracts submission data
- RQB: Quotes via carrier APIs, rules logic, appetite filters
- EI: Issues policies, handles renewals, endorsements, billing
All in one. Zero development team required.
Final Thoughts
Salesforce is a great CRM. But underwriting is not CRM.
You can either spend 12 months and 6 figures trying to make Salesforce behave like an insurance platform-or you can start issuing policies from a single dashboard in 4 weeks.
Start a pilot with Selectsys instead
- Discover what underwriting automation means for insurers.
- Learn more about our real-time quoting platform RQB
