Salesforce Insurance Claims Management supports the complete post-loss claims lifecycle, including reserve management, payment processing, and automated adjudication. These processes operate after a covered loss has occurred and are central to evaluating, funding, and settling a claim.
Reserve Management enables adjusters to establish and modify reserves representing expected future claim exposure. The claim workspace consolidates coverages, reserves, loss items, expense items, and other claim financial information so adjusters can assess current and projected financial exposure.
Payment is another core Claims Management process. Adjusters can create payment details and issue payments while Salesforce validates applicable policy limits and updates the corresponding claim-financial records.
Auto Adjudication applies configured rules and policy information to automate claim-processing decisions where appropriate. This reduces manual handling for qualifying claims and supports straight-through processing.
Quoting belongs to the pre-policy acquisition process, while underwriting evaluates risk before coverage is issued. Those functions are part of other insurance lifecycle capabilities rather than Claims Management. Claims Management therefore centers on Reserve Management, Payment, and Auto Adjudication.
