---
title: "Insurance workflow orchestration in Salesforce"
description: "The tools exist; the coordination layer doesn't. Ortoo Orchestrator runs claims, underwriting, policy, and communications workflows natively in Salesforce."
lang: en
json-ld: |
  [
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      "@type": "Organization",
      "name": "Ortoo",
      "url": "https://ortooapps.com/",
      "logo": "https://ortooapps.com/ortoo-logo-square.png",
      "parentOrganization": {
        "@type": "Organization",
        "name": "Ascendx"
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      "@context": "https://schema.org",
      "@type": "WebSite",
      "name": "Ortoo",
      "url": "https://ortooapps.com/"
    }
  ]
---

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[Support](/support)[Contact](/contact)

[![Ortoo logo, workflow orchestration for Salesforce](/assets/ortoo-logo-gradient-C54UkOOH.webp)](/)

Ortoo Orchestrator

Solutions

Why Ortoo

Resources

About

[Pricing](/pricing)

[Map your workflow](/contact?intent=workflow-mapping)[Book a demo](/contact?intent=demo)

[Book a demo](/contact?intent=demo)

Insurance workflow orchestration

# Insurance workflow orchestration in Salesforce, so claims reach the right adjusters. 

Ortoo brings a single coordination layer to claims and underwriting teams: inbound cases are tracked against SLAs, context travels with each record, and nothing sits in a manual queue.

Ortoo Orchestrator coordinates your existing Salesforce automations, routing rules, and AI so that claims, submissions, and policy enquiries are handled consistently, with an audit trail on every step.

[Book a demo](/contact?intent=demo)[Map your workflow](/contact?intent=workflow-mapping)

-   100% Salesforce native 
-   Full audit trail on every step 
-   AI under governance 
-   Pricing per work-item 

FNOL Claim received via API 

Validation Policy verified 

Routing Adjuster: P. Khan 

Action Reserve set 

Outcome Cycle time -38% 

Trusted by insurance teams running complex Salesforce operations

![Assurean logo, Ortoo 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![Health Care Service Corporation logo, Ortoo customer](/assets/hcsc-DRKQug1A.webp)

![Liberty Mutual Insurance logo, Ortoo customer](/assets/liberty-mutual-B6Ojc1wY.webp)

![Nationale-Nederlanden logo, Ortoo customer](/assets/nationale-nederlanden-CoWjKGhQ.webp)

![Ted Todd Insurance logo, Ortoo customer](/assets/ted-todd-DBsUm4uZ.webp)

![Tokio Marine Insurance Group logo, Ortoo customer](/assets/tokio-marine-ymbcAd36.webp)

![Westland Insurance logo, Ortoo customer](data:image/webp;base64,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)

![Assurean logo, Ortoo customer](data:image/webp;base64,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![Health Care Service Corporation logo, Ortoo customer](/assets/hcsc-DRKQug1A.webp)

![Liberty Mutual Insurance logo, Ortoo customer](/assets/liberty-mutual-B6Ojc1wY.webp)

![Nationale-Nederlanden logo, Ortoo customer](/assets/nationale-nederlanden-CoWjKGhQ.webp)

![Ted Todd Insurance logo, Ortoo customer](/assets/ted-todd-DBsUm4uZ.webp)

![Tokio Marine Insurance Group logo, Ortoo customer](/assets/tokio-marine-ymbcAd36.webp)

![Westland Insurance logo, Ortoo customer](data:image/webp;base64,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)

THE REALITY

## Not short on automation tools. Short on control. 

### Where the work gets stuck

-   #### Claims handlers
    
    chasing documents and reassigning files manually
    
-   #### Adjusters
    
    coordinating across systems instead of adjudicating
    
-   #### Underwriters
    
    waiting on context that exists somewhere in the stack
    
-   #### Compliance teams
    
    reconciling audit trails the systems don't produce cleanly
    

Claims handlers spend their morning chasing missing documents, reassigning files between queues, and escalating cases that should have escalated themselves. Underwriters wait on context to make decisions the system already has. Compliance teams reconcile audit trails across systems that don't talk to each other the way regulators expect.

The systems run. The cost of holding it together is paid by the people who should be adjudicating, underwriting, and serving customers, not coordinating systems.

WHERE WORKFLOWS BREAK

## The pattern is consistent across insurance operations.

The systems are fine. The problem is execution across them: the pieces do not operate as one system, and as exceptions, regulatory updates, and AI tools are added, the gaps grow.

### Claims systems handle the file.

They don't coordinate routing, escalation, and approval as one workflow.

### Underwriting platforms make decisions.

### Policy administration manages the book.

### Document tools extract data.

### AI tools interpret claims, flag fraud, and summarize context.

Reassign this claim to the senior adjuster, gather the policy context, and notify the broker.

Use playbook Route to queue 

WHY INSURANCE IS DIFFERENT

## Regulated. Document-heavy. Multi-party. Audit-trailed.

The pattern that creates this problem is also what makes insurance distinctive: every workflow touches regulation, every claim involves documents, every decision is reviewed. Volume grows during peak events; headcount does not scale at the same rate.

### Every workflow is regulated

Routing, decisions, communications, settlements; each has compliance implications. Workflows need to run consistently and produce an auditable trail. Generic automation doesn't meet that bar.

### Documents drive the workflow

A claim is a file of documents. An underwriting decision is interpretation across submissions and history. AI extracts; coordinating what follows is what was missing.

### Multiple parties, every transaction

Insured, broker, adjuster, underwriter, claims handler, third-party administrators. Workflows that depend on one team noticing the handoff break as soon as volume rises. Coordinated workflows don't.

### AI governance is non-negotiable

Insurance teams are using AI for document extraction, claims triage, fraud detection. Whether AI decisions can be governed, traced, and explained isn't optional; it's a regulatory requirement.

HOW ORTOO FITS

## One coordination layer across the insurance operation.

Ortoo Orchestrator defines how insurance workflows connect across claims systems, policy platforms, document tools, and AI capabilities already in place. You stop paying the coordination cost of holding it together manually.

[

### Claims operations

FNOL intake, triage, adjuster assignment, SLA management, escalation, and settlement. Insurance Claims Processing handles the common patterns out of the box.

Explore ](/solutions/service-workflow-orchestration)[

### Underwriting and policy

New business workflows, underwriting decisions, policy issuance, endorsements, renewals, mid-term changes. Context gathers automatically; exceptions surface for review with full operational context.

Explore ](/solutions/revenue-workflow-orchestration)[

### Customer communications

Inbound emails, escalations, complaints, multi-channel operations. Compliant capture, automated triage, and coordinated handoffs across customer-facing and back-office teams.

Explore ](/solutions/intake-and-request-orchestration)

EXAMPLE WORKFLOWS

## What gets resolved, in insurance-operations terms.

Every claim, submission, and policy enquiry follows a consistent process. Deterministic where regulators require it, AI-assisted where interpretation adds value.

![Insurance claim workflow: FNOL, Enrich, Assess, Route, Resolve.](/assets/insurance-workflow-ortoo-XbmDAqp3.svg)

### FNOL assigned adjuster 

A loss notice arrives by email, portal, or partner integration. Documents are extracted, loss type and severity classified, and the right adjuster assigned by workload and territory. Manual triage stops being the first hour of every day.

FNOL Triage Adjuster 

### Claim settlement 

Reserve setting, investigation, coverage verification, approval, and settlement each run as defined steps. SLA risks, severity changes, and fraud signals trigger escalations automatically. Adjusters adjudicate; the workflow coordinates.

Reserve Approval Settlement 

### New business submission bind 

A broker submission arrives. Loss history, account data, and external risk signals are gathered before the underwriter sees it. Decisions run as defined steps; exceptions surface with full context.

Submission Context Bind 

### Policy change compliant update 

A mid-term change comes in. Coverage implications, regulatory requirements, and downstream billing impacts are checked automatically. Approvals run as defined steps; the audit trail is generated throughout.

Change Checks Audit 

AI INSIDE COORDINATED OPERATIONS

## AI speeds up claims work. Every decision still has to stand up to an audit. 

Insurance teams are adopting AI for real reasons: document extraction, claims triage, fraud signals, customer summarization. The pattern that emerges: AI tools work well on their step, then propagate whatever they produced into a workflow that wasn't designed to coordinate with them.

### Where AI shows up uncoordinated

What AI does

What happens next

-   Document AI extracts claim data
    
    the claim still sits while someone routes it manually
    
-   Fraud scoring flags a claim
    
    nothing downstream is configured to triage the flag
    
-   AI triage classifies severity
    
    the routing system uses last quarter's rules
    
-   Generative AI drafts a customer reply
    
    compliance can't trace what was sent or why
    

In Ortoo Orchestrator, AI contributes where interpretation adds value: document extraction, claim classification, context summarization, anomaly detection. The workflow that follows stays governed, deterministic where regulators require it, traceable throughout. Ortoo supports any LLM provider, and any connection to an external model is explicitly configured.

AI extracts documents, classifies claims, and flags anomalies. The gaps between them are what auditors find.

ARCHITECTURE CONTEXT

## Native to Salesforce. Compatible with Insurance Cloud and Financial Services Cloud.

All data remains within your Salesforce environment. Ortoo Orchestrator runs on the existing data model, security model, and automation. No new system of record. No data duplication. The audit trail lives where compliance teams already look for it.

Where workflows reach external systems, a policy administration platform, claims management system, document repository, or partner integrations, Ortoo Orchestrator handles those callouts inside the same workflow definition.

Coordination layer

Ortoo Orchestrator defines and runs workflows

Salesforce platform

Insurance Cloud, Financial Services Cloud, Flow, Omni-Channel, Agentforce

External stack

Policy admin, claims systems, document platforms, partner APIs

CUSTOMER IN ACTION

## Insurance in action: Reliance Matrix

Reliance Matrix

> "Email-to-Anything solved that gap that Salesforce has between standard email management features and what's possible with custom objects."

Marie Reddy, Manager, Salesforce Solutions, Reliance Matrix

24h

Quote turnaround

1

System of record

Record

Sales performance

[Read the case study](/case-studies/reliance-matrix)

### Bespoke not blocked

Email-driven intake works against custom objects and Reliance Matrix's pre-sales process, not just standard records.

### One place to look

Salesforce becomes the live workflow hub for broker and customer conversations, not just a repository.

### Faster, traceable quotes

Quote turnaround dropped from 10 days to 24 hours, with full transparency across every step.

FAQ

## Common questions from insurance operations leaders.

### How is this different from workflow automation inside claims or policy admin systems?

Claims and policy admin systems run workflows inside themselves. The pain is in the workflow that crosses both, plus underwriting, communications, AI tools, and partner integrations. Ortoo Orchestrator coordinates that crossing; it works with existing systems, not against them.

### Does this replace Salesforce Insurance Cloud or Financial Services Cloud?

### How is AI used in insurance workflows?

### How does this handle audit trails and compliance requirements?

### Can humans remain involved in the workflow?

### Where is impact typically seen first?

Get started 

## Make your insurance workflows run _coordinated_.

Book a 30-minute session. We'll map one operational workflow, claims, underwriting, or policy administration, and identify where orchestration changes the outcome.

[Book a demo](/contact?intent=demo)[Map your workflow](/contact?intent=workflow-mapping)

Native Salesforce install Start with one workflow Priced per work item handled 

RELATED

## Related pages

[Solution 

### Service workflow orchestration

Claims, case management, and customer service operations end to end.

Open](/solutions/service-workflow-orchestration) [Solution 

### Revenue workflow orchestration

Broker-facing and agent-facing workflows from intake to close.

Open](/solutions/revenue-workflow-orchestration) [Industry 

### Financial Services

Adjacent to insurance; wealth, banking, and life insurance cross-overs.

Open](/solutions/industries/financial-services) [Capability 

### Intelligent case routing

Multi-factor routing for claims, cases, and service queues.

Open](/solutions/service-workflow-orchestration) [Capability 

### Distribute emails from Salesforce

Email-driven intake workflows, the foundation of the Reliance Matrix solution.

Open](/solutions/intake-and-request-orchestration) [Product 

### Email-to-Anything

The email orchestration capability inside Ortoo Orchestrator.

Open ](/orchestrator)

![Ortoo logo, workflow orchestration for Salesforce](/assets/ortoo-logo-C6Mjw-cG.svg)

Workflow orchestration in Salesforce, executed by specialized agents under controlled AI.

PRODUCT

-   [Orchestrator](/orchestrator)
-   [Solutions](/solutions)
-   [Pricing](/pricing)

## PRODUCT

-   [Orchestrator](/orchestrator)
-   [Solutions](/solutions)
-   [Pricing](/pricing)

WHY

-   [Why Orchestrator](/why-orchestrator)
-   [Customers](/case-studies)

## WHY

-   [Why Orchestrator](/why-orchestrator)
-   [Customers](/case-studies)

RESOURCES

-   [Blog](/resources/blog)
-   [Downloads](/resources/downloads)

## RESOURCES

-   [Blog](/resources/blog)
-   [Downloads](/resources/downloads)

USE CASES

-   [Case assignment](/case-assignment)
-   [Lead assignment](/lead-assignment-in-salesforce)
-   [Email-to-Anything](/solutions/email-to-anything)
-   [See all use cases](/use-cases)

## USE CASES

-   [Case assignment](/case-assignment)
-   [Lead assignment](/lead-assignment-in-salesforce)
-   [Email-to-Anything](/solutions/email-to-anything)
-   [See all use cases](/use-cases)

COMPANY

-   [About](/about-ortoo)
-   [Ascendx Approach](/ascendx-approach)
-   [Careers](https://ascendx.cloud/vacancies/)
-   [Contact](/contact)

## COMPANY

-   [About](/about-ortoo)
-   [Ascendx Approach](/ascendx-approach)
-   [Careers](https://ascendx.cloud/vacancies/)
-   [Contact](/contact)

LEGAL

-   [Privacy policy](/privacy)
-   [Terms of service](/terms)
-   [Cookie policy](/cookies)

## LEGAL

-   [Privacy policy](/privacy)
-   [Terms of service](/terms)
-   [Cookie policy](/cookies)

© 2026 Ortoo. An Ascendx Company. All rights reserved.

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