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

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

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


“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)

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.

Copado for CPQ

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.

Copado for Financial Services Cloud

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.


Download the 2021 State of Salesforce DevOps Report: Financial Services Edition
See Copado for Financial Service in Action
Schedule a demo