Discover how Salesforce's Financial Services Cloud insurance brokerage solution helps top retail-commercial insurance brokerages put clients at the center, uniting sales and account management.
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Optimize Your Agency or Brokerage for Growth with Salesforce
Important: This session is first come, first seated. You do not have a reserved seat.
, Industry Solutions & Strategy Director, Insurance Brokerage & Agencies, Salesforce
, EVP, National Benefit Operations, Alliant Insurance Services
, EVP & Chief Information Officer, Assured Partners
, VP - CRM Services, NFP
, Product Marketing Director, Insurance Industry, Salesforce
, Product Management Director, Salesforce
, Senior Account Solutions Engineer, Salesforce
Role: Administrator, IT, Service
Industry: Financial Services
Product: Agentforce Financial Services
Topic: Integration
Session Level: Beginner
Session Type: Breakout
- Thursday, Sep 199:45 AM - 10:30 AM PDT(4:45 PM - 5:30 PM GMT)Moscone South, LL, Content Pavilion, Stage 10
Session Summary by Einstein: The session showcased Salesforce's commitment to the insurance industry, highlighting the integration of Einstein AI capabilities with Agentforce automated agents and the Atlas Reasoning engine to mine data and convert client renewal and upsell opportunities. With a 25-year history in the industry and a decade of insurance-specific solutions, Salesforce has honed its focus on brokerage capabilities, providing a unified platform across all business lines. Trailblazers in the field shared their experiences with Salesforce, emphasizing the seamless blending of AMS and CRM to power digital transformation, personalize experiences, and streamline operations. The session also touched on the evolution of the Financial Services Cloud (FSC) for insurance brokerages, underlining the significance of a platform that connects front, middle, and back office operations on a single platform, enabling effective management of policy renewals, client engagement, commissions, and revenue allocation.
Key Takeaways by Einstein:
• Salesforce's enhanced AI capabilities and the Atlas Reasoning engine are set to transform data mining for client renewals and upsell opportunities in the insurance sector.
• The session highlighted trailblazers in the insurance industry who have effectively bridged the gap between AMS and CRM using Salesforce, driving digital transformation and operational efficiency.
• Salesforce's Financial Services Cloud is evolving to offer a comprehensive brokerage platform unifying sales and account management teams that covers front to back office needs, including policy renewals, client engagement, and commission management.
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Merlinda Lu
Salesforce Developer, IBM
