Specialty insurers face increasing pressure to deepen broker relationships, grow share of wallet, and act faster on market signals. In this webinar, we’ll explore how Agentforce, Data Cloud, and Financial Services Cloud work together to give sales teams and underwriters the intelligence they need to drive profitable growth.
Led by Futureform co-founder Brian Doogan and Industries Lead Grecco Oris, you’ll learn how you can:
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Strengthen broker relationships using AI to augment underwriters and sales reps
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Manage broker hierarchies, onboarding, commissions, and pipeline in one unified platform
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Proactively identify revenue shifts across products and regions—and uncover cross-sell and upsell opportunities with Agentforce for Sales
Note: This event has now passed. Watch on demand here.