Source: Business Wire
Achieva Inc. announced its official launch. The company will strategically focus on delivering AI-powered Salesforce solutions tailored for the insurance and financial services industries.
Achieva focuses on delivering seamless AI integration that strengthens sales, service, and marketing performance across the customer lifecycle for enterprises using Salesforce. For Insurance carriers and brokers, the platform will deliver intelligent automation spanning the entire policy journey, from the first quote to final claim resolution enabling streamlined operations. Financial institutions can now access data-driven CRM intelligence with predictive analytics, supporting compliance, enhancing client relationships, and elevating the quality of advisory services.
Achieva’s upcoming Salesforce-native CRM platform will feature embedded AI, LLMs, and predictive analytics to close these critical gaps. These built-in capabilities will power smarter lead management, automated policy workflows, dynamic risk assessment, and hyper-personalized client engagement.
“The future of CRM is intelligent, seamless, and deeply embedded in industry workflows,” said Sachin Bedi, CEO of Achieva Inc. “By focusing exclusively on Salesforce and next-gen AI capabilities, we’re not just keeping pace with change—we’re defining what’s next for CRM in insurance and finance.”
Read the full article: https://www.businesswire.com/news/home/20250818640614/en/Achieva-Sets-Out-to-Redefine-CRM-in-Insurance-and-Finance-with-AI-Powered-Salesforce-Solutions
