Sura Chile
Digital insurance delivery on Salesforce.
Insurance & Financial Services
Salesforce for carriers, brokers, and lenders
Salesforce Industries (Vlocity) Insurance and Financial Services Cloud. Quoting, enrollment, live rating calls to carriers, document generation, and loan origination wired into core banking. The same person designs the data and sharing model and writes the code.
What we build
The parts that regulated firms actually need
Quote to policy, application to disbursement, and the access model that keeps auditors satisfied.
Policy quoting and enrollment
OmniScripts drive the quote path and the enrollment path. DataRaptors move data in and out of the industry data model. Integration Procedures call the systems that price the risk. FlexCards put the party, the policy, and the claim on one screen.
Rating and carrier API integrations
Live calls to carrier rating services while the user waits, with timeouts, retries, and a clear failure path. For Toyota Mexico Distributors the quote comes back from HDI Seguros over SOAP inside the flow.
Documents and contract lifecycle
Document generation from policy and application data, document checklists on the record, and contract lifecycle management for the agreements that follow the sale.
Retail loan origination
Application capture, document collection, and decisioning steps connected to the systems that hold the money. At Belize Bank origination talks to core banking, Docuware, online banking, and I2C card validation.
Security, sharing, and identity
Regulated lenders and carriers must prove who can see what. We design the role hierarchy, the sharing and restriction rules, field-level security, and the identity and access model, and we write the decisions down.
Service and claims operations
Case routing, entitlements, and the Service Cloud model behind them, so the servicing team works from the same record as the sales and underwriting teams.
Delivered
Where this has shipped
What was built, and which systems it was connected to.
Ascot Professional Services
Insurance quoting and enrollment.
Banco Estado Leasing
Architecture for the Vlocity Insurance package.
Belize Bank
Retail loan origination integrated with core banking, Docuware, online banking, and I2C card validation.
Toyota Mexico Distributors
Real-time insurance quotes from HDI Seguros over SOAP.
Clase Azul
Service Cloud architecture, plus Data Cloud identity resolution with LTV and RMF Calculated Insights.
Why this combination is rare
OmniStudio depth and architect-level design usually sit in two different people, on two different invoices.
OmniStudio is a specialist track. It takes years to get fast with OmniScripts, DataRaptors, Integration Procedures, FlexCards, and the industry data model underneath them. Most people who reach that level stay hands-on and never take the architect exams.
Architecture is a different track. Data model, identity and access, sharing and visibility, integration patterns, and release strategy. Most people who reach that level stop building, so their designs never meet the platform limits that break them.
This practice holds both. The quoting flow and the sharing model get designed together, by one person, instead of being handed across a wall and reconciled during user acceptance testing.
What that means for you
- OmniScripts, DataRaptors, Integration Procedures, and FlexCards built, not only reviewed
- Salesforce Architect credentials covering data, identity and access, sharing and visibility, integration, and system design
- Regulated sharing and audit requirements handled in the design, not patched after the review
- One person accountable for the design and for the code that implements it
Next step
Start with a scoped engagement
Scope and prices are published. Read them first, then bring the problem to the call.
All work is contracted and invoiced through MiaForce LLC, a United States Limited Liability Company.