4.9 CSAT testifies our proven customer satisfaction
Exavalu delivers transformative Salesforce solutions tailored for regulated industries combining deep domain expertise, strong product knowledge, engineering excellence, and cutting-edge AI innovation to drive growth, efficiency, and compliance.
Driving Success with Salesforce: Powered by Industry Insight + Technology Excellence
Exavalu combines deep industry expertise, MuleSoft integration capabilities, PDO excellence, Tableau and Data Practice proficiency, and proprietary ISV solutions to deliver measurable business impact:
- 35% improvement in lead conversion for a leading national auto insurer.
- 40% boost in operational efficiency for a self-insured longshore benefits provider.
- 50% increase in productivity and standardization for a global non-profit.
Discover how Exavalu’s Salesforce expertise can transform your operations.
Multi-Industry and Multi-Cloud Expertise
Industry Focus
- Insurance:: Insurers and brokers across P&C, Life & Annuities, and Retirement—driving growth, distribution efficiency, and regulatory compliance.
- Financial Services:: Retail banking, mortgage, and lending—modernizing customer engagement and streamlining origination and servicing.
- Healthcare & Life Sciences:: End-to-end patient and HCP journeys—enhancing engagement, access, and experience.
- Manufacturing:: Lead-to-order transformation for B2B and B2C—accelerating revenue and improving customer experience.
- Nonprofit:: Fundraising and program efficiency—maximizing impact, transparency, and operational effectiveness.
Why Exavalu
90%+ Salesforce-certified industry focused talent
10+ industry accelerators for rapid deployment
5+ years of Strategic Salesforce partnership
360 Degree Services for Salesforce Ecosystem
Industry Focused Advisory & Consulting Services
- Strategic guidance for digital transformation
- Process consulting and Transformation roadmaps
- AI maturity and Agentforce readiness assessments
- Architecture & Data Strategy
Salesforce Solution Implementation
- Multi-Cloud enterprise solution
- Quick Starter Pack for Pilot
- Industry Core systems integration
- Custom Salesforce applications
- Salesforce test automation
Data, Analytics & Integration Services
- Tableau: Advanced data visualization and BI solutions
- Data Cloud: Unified data management for real-time insights
- Informatica: ETL and data quality management
- Mulesoft: Intelligent API-led integration across systems and applications
Managed Services & Value Maximization
- Continuous Improvement: Application development, support & monitoring
- Tech Refactoring & ROI Maximization
- CoE Governance
- Recovery Frameworks
Enablement
- Organizational change management
- Leadership Enablement on Salesforce
- Salesforce user adoption assistance
- AI governance
Supercharge Insurance Operations
with Exavalu + Salesforce
Lead to Bind – Bind to Cash Expertise
Exavalu streamlines the insurance value chain with Lead to Bind and Bind to Cash expertise, ensuring seamless processes from customer acquisition to financial transactions.
- Lead to Bind: Optimize lead to policy value chain with Salesforce
- Bind to Cash: Enhance premium collection, billing, and reconciliation processes
- Policy Admin Integration: Seamless connectivity with Core systems (e.g. Guidewire, Socotra etc.) for real-time Policy, Billing, and Claims data exchange
Exaforce: Agentic AI for Insurance Operations
Powered by Salesforce Agentforce and Data Cloud, Exaforce is Exavalu’s AI-driven solution that redefines insurance processes with digital autonomous agents.
Capabilities:
- Policyholder validation
- Incident reporting and intake
- Claim registration and acknowledgment
- Damage assessment scheduling
- Appointment confirmation
Solutions & Accelerators
Exavalu’s ISV offerings and accelerators streamline operations across industries:
- 01 Exaforce
- 02 Exasure
- 03 Policy Admin Connectors
- 04 ExaReach
AI-Powered Autonomous Agents
- Insurance claims and policy management
- Intelligent cross/up sell
- Digital agent assisted training and knowledge search
- Intelligent voice agents for customer service
- Intelligent SWOT analysis
Prebuilt platform for Carriers, MGAs & Brokers
- Lead to Bind and Bind to Cash solution
- AI Solution for Intake
- Policy management and endorsements
- Underwriting desktop
- Claims FNOL
- Multi-rater integration for Brokers
360° policyholder views for sales & service
- Access to policy information in core systems
- No code approach to access REST APIs
- Reusable lightning web components
Multi-channel communication suite
- SMS integration
- WhatsApp connector
- Survey tools integration
- Built-in industry use cases
Customer Success Stories
Success Story
Delivering A Breakthrough In Modernizing Disaster And Military Relief Operations
January 22, 2026
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Success Story
How Salesforce Sales Cloud Automates Lead-to-Contract Processes, Boosting Productivity by 40%
January 22, 2026
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Success Story
Making In-Kind Gift Management Process A Breeze With Salesforce
January 21, 2026
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Success Story
Empowering Nonprofits: Faster Housing Allocation Program Management Through Salesforce Automation
January 21, 2026
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Success Story
Making Every Customer Interaction Count With The Next-Gen CRM Strategy
January 21, 2026
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Success Story
A Personal Lines Insurance Company Achieves 300+% ROI By Modernizing Its Marketing Operations
January 20, 2026
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Ready to Transform Your Operations?
Leverage Exavalu’s Salesforce expertise, MuleSoft integrations, PDO capabilities, Tableau and Data Practice proficiency, and ISV accelerators to unlock unparalleled efficiency and growth across industries.
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