Salesforce DevOps for Insurance

Modernize your development playbooks to accelerate your digital transformation.

Unlock strategic growth with agile DevOps for Salesforce

Self-service quoting, automated claims processes, predictive risk analysis—insurance is ripe with opportunities for leveraging AI to eliminate human error. While insurers are looking to automation to transform the policyholder journey, they’re leaning on out-dated delivery playbooks to deploy these technologies. That’s where purpose-built Salesforce DevOps comes in. Copado transforms the way you work to support new technologies and unlock strategic innovation—and revenue growth.

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Deliver more innovation

Eliminate wasted time on packaging, deployments and rework, so your team can innovate more and delivery value faster.

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Scale Agile Adoption

Native Salesforce UI, 3rd-party ALM integration and value-driven planning tools helps teams go beyond automation, fully adopting agile practices.

Performance Metrics Agile Insurance
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Deliver Biz Value Faster

When you increase speed and reduce errors, you don’t just increase the work delivered, you increase the value delivered.

Performance Metrics Biz-Value Insurance

“Bringing in Copado was one of our best decisions… They have given us professional support. They have given us innovative solutions. And they have worked with us closely to make it a success story.”
– Wasimuddin Sadar, Delivery Lead at MassMutual

Copado for SFI (Vlocity)

ERD - Data Deploy

SFI (Vlocity) accelerates insurers’ Salesforce adoption and ROI with configurable modules for intelligent fact-finding, quoting, application management, claim management and more. Copado automates SFI (Vlocity) configuration and enables earlier testing, so financial institutions can realize the ROI of Vlocity 46% faster. Discover how teams are operating Salesforce at scale with SFI (Vlocity) + Copado.

Data Deploy ERD velocity

Copado for CPQ

ERD - Data Deploy

Salesforce CPQ provides a unified quote-to-cash solution that helps banks deliver faster — and smarter—pricing. But with configurable quotes comes complex relational data. Copado Data Deploy visualizes data relationships and allows teams to automate data deployments upstream and downstream. See how Copado accelerates CPQ implementation.

ERD - Data Deploy

Copado for Financial Services Cloud

Salesforce Financial Services Cloud Logo

Salesforce Financial Services Cloud helps insurers transform quoting and claims management capabilities. And Copado gives you the tools you need to get these capabilities into the hands of business users — and customers — faster. Learn how Copado accelerates your transformation vision.

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2021 State of Salesforce DevOps Report - Book Cover
Agile DevOps is the key to winning the digital transformation race. See how your firm stacks up to insurers in the 2021 State of Salesforce DevOps Report.

Download the 2021 State of Salesforce DevOps Report: Financial Services Edition


How CaixaBank transforms customer experience with Salesforce
State of Salesforce DevOps - Financial Services: From Regulatory to Resilient
Copado for Insurance Datasheet
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