Agentic AI has the power to create exceptional experiences throughout the policy lifecycle. Hear how carriers and brokers can transform by 2030, breaking down silos into one connected platform today.
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Transform Insurance by 2030: End-to-End Agentic AI Journey
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, Chief Global Sales Operations Leader, Arthur J. Gallagher & Co.
, Principal Solution Engineer, Salesforce
, Senior Product Marketing Manager, Salesforce
, Managing Director, Head of Sales Technology, TIAA
, Managing Director, Head of Financial Services Industry & Growth Strategies, Salesforce
, Distinguished Solution Engineer (Insurance Innovation & Growth), Salesforce
, AVP, Capability Planning & Delivery, Sammons Financial Group
Role: Sales, Service
Industry: Financial Services
Product: Agentforce Financial Services, Agentforce
Topic: Customer Relationships
Session Level: Beginner
Session Type: Breakout
Session Summary: The session highlighted the transformative potential of AI and data-driven strategies for the Insurance industry, emphasizing their role in enhancing productivity and achieving profitable growth. Attendees were introduced to the concept of the agentic enterprise, where intelligent AI agents collaborate with humans to revolutionize workflows, customer interactions, and decision-making processes. Real-world use cases and demonstrations for the front, middle, and back office showcased how Agentforce Financial Services enables personalized, efficient, and compliant operations. With AI adoption accelerating faster than any prior technology, the session underscored the urgency of iterative implementation to unlock growth opportunities, improve customer experiences, and future-proof organizations for the rapidly approaching 2030 landscape.
Key Takeaways:
• Agentforce Financial Services is enabling insurers to automate workflows in the front, middle, and back office while maintaining compliance.
• AI agents will work alongside humans to enhance productivity and profitability.
• With 40% of work at Fortune 1000 companies expected to be augmented by AI by 2029, insurers must prioritize iterative implementation, data governance, and employee training to remain competitive and unlock transformative growth.
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