Insurance .
Free your data and move faster
Modern insurers and brokers need a technology stack that enables and accelerates innovation. We work with leading insurance and reinsurance businesses in London and beyond — from brokers and MGAs to underwriters, employee benefits providers and carriers — to build incredible experiences for broking, underwriting, compliance, and claims teams by setting new expectations for what is possible.
Industry Challenges & Solutions
Niche systems with no flex
When your legacy platforms are struggling to move as fast as your business, you know it's time for a change. You need to be digital, integrated, and AI-powered – let us show you how.
Empowering you to offer the very best service to clients, we'll help you answer questions like:
How can I streamline placement and underwriting workflows across specialty and standard lines?
How fast can I launch new products and schemes to market — for specialty risks, group benefits or standard lines?
Featured Story
Lockton Reinsurance: Bridging the Atlantic with Salesforce
Industry Challenges & Solutions
The foundation insurers & MGAs can't afford to skip
Insurance firms and MGAs are managing complex broker relationships, renewal pipelines and new business across disconnected spreadsheets, inboxes and legacy systems. Without a structured CRM, renewals slip, broker performance is invisible, and the path to AI tools like Agentforce stays out of reach — not because of budget or scale, but because the data foundation simply isn't there.
We'll help you answer questions like:
How do we get real-time visibility into our renewal pipeline and stop losing business to manual outreach that doesn't happen on time?
What does the path to AI-powered broker management actually look like for a firm our size — and how quickly can we get there?
Featured Story
Futureform Helps Dubai-Based Commercial Insurance Broker Go Live on FSC in 8 Weeks
Industry Challenges & Solutions
Untapped data
When limited APIs keep your data trapped in individual platforms, how are you supposed to extract any insight or value out of it? With more sophisticated integrations, we'll help you answer questions like:
How can I get the full picture of claims experience — across brokers, underwriters and Employee Benefits schemes — without searching multiple sources?
How can I automate processes and still deliver a personalised service to every client?
Featured Story
Miller Centralises Data for 20K+ Trading Partners Using Our Insurance Industry Template
"Futureform were fully engaged as a Partner from our initial engagement with Salesforce. They are committed to getting the maximum value out of Salesforce for us as a customer and we have found all their team members uniformly excellent across all areas of the platform. Their detailed previous experience in the Insurance sector we practice in has been invaluable. I would have no hesitation in recommending them to any news potential customers and in fact have already provided one to another company in our sector."
"Futureform is a highly recommended partner to work with, exceeding expectations in discovery, development & deployment. Understanding of our business case and ability to apply learnings from similar development efforts gave valuable insights to our project. Every member of the team possessed a high level of technical strength and business acumen & experience to be creative in designing solutions for us. Looking forward to the next engagement"
Without Futureform’s knowledge of Salesforce, we wouldn't be in the position we are today. We were the first broker to embed entity account management in the way that we had at the earliest point of the relationship so that we protect our people.
I have been working Grecco, Tom and Sallyanne on a project in Q3 / Q4 following a successful Hackathon. The team have always been adaptable and have provided alternative solutions and ideas to help this project flow with ease. Top results from all staff and their commitment is fantastic!
Get started today
Get in touch to discuss how Futureform can help transform your Insurance business with Salesforce.
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