What Are the Risks for Salesforce Implementation Companies?

  • Misconfiguration of objects, fields, or automations
  • Incompatibility between Salesforce and third-party systems
  • Project failure leading to client claims
  • Data breach due to cybersecurity lapses during the implementation
  • Delays or budget overruns

Which Insurance Coverages Are Relevant?

  • Professional Liability (Tech E&O) – Covers claims related to professional negligence and direct or indirect financial loss to the client.
  • Cyber Insurance – Comprehensive protection against data breaches, cyberattacks, or privacy violations during the project
  • Directors & Officers (D&O) Insurance – Protects company leaders from personal claims related to management decisions
  • General Liability (Third-Party) – Covers bodily injury or property damage to third parties during on-site work
  • Employers’ Liability – Ensures protection for workers injured during the course of employment
  • Property Insurance – Covers the company’s equipment (computers, servers, office gear) from damage, theft, or malfunction

Why Lamda?

  • Extensive experience insuring CRM implementation companies – including Salesforce specialists
  • Tailored coverage to meet client contract requirements
  • Backed by experts in law, insurance, and risk management

What to Check Before Purchasing Implementation Insurance?

  • Does the policy cover work for international clients?
  • Are there exclusions for “loss of anticipated profit”?
  • Is the policy compliant with contracts involving public or government entities?
  • Are subcontractors, freelancers, and third-party vendors included in the coverage?