Discover how CodM Software modernized an insurance platform with Salesforce Lightning, Apex, LWC, integrations and governed org consolidation.
The client managed policies, renewals, contracts, carrier appointments, agent operations, commissions and high-volume insurance data across multiple Salesforce environments.
Migrated users and workflows toward a Lightning-first Salesforce experience.
Modernized interfaces with Lightning Web Components and dynamic pages.
Refactored Apex into reusable service patterns and async processing.
Supported org consolidation governance and data model alignment.
Improved REST integrations and monitoring for insurance workflows.
Optimized SOQL, batch operations and high-volume data handling.
Insurance Cloud visual mockup for stakeholder review and solution storytelling.
Insurance Cloud visual mockup for stakeholder review and solution storytelling.
Insurance Cloud visual mockup for stakeholder review and solution storytelling.
Insurance Cloud visual mockup for stakeholder review and solution storytelling.
“CodM Software helped create a cleaner Salesforce platform that improved usability, governance and long-term scalability.”
Client StakeholderLarge Insurance OrganizationSalesforce Financial Services Cloud is a Salesforce CRM solution designed for financial-service teams that need secure client views, advisor productivity tools, relationship tracking and compliant workflows.
Permission set groups combine related permission sets so Salesforce admins can assign access faster while keeping profiles lean and scalable.
Sales Cadence guides sales users through structured outreach steps such as emails, calls and follow-ups, helping teams reduce manual effort and improve consistency.
Customer 360 helps teams see customer data, interactions and service history in one place so they can make faster decisions and deliver better experiences.
Salesforce improves productivity by centralizing data, automating repetitive tasks, improving reporting and connecting sales, service, marketing and operations workflows.
Asset ManagementA secure Salesforce Financial Services Cloud implementation with role-based access, scalable permission architecture and Sales Cadence automation.
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Customer ServiceAn AI automation program improving customer response speed, task routing and Salesforce service productivity.
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