[Webinar] Transforming Insurance Telesales with Salesforce + Agentforce
Discover how Futureform helps insurance brokers streamline telesales and broker collaboration to drive revenue growth.
In this session, we’ll show how our Salesforce solution and Agentforce enable:
✅ Smarter Lead Management – Segment, prioritise, and automate follow-ups for maximum efficiency.
✅ AI-Driven Outreach – Instantly draft targeted product emails and summarise past conversations for quick broker insight.
✅ Seamless Broker Handoffs – Convert leads to opportunities with full context carried forward.
✅ Data-Led Pipeline Management – Standardised stages, dashboards, and forecasting for predictable growth.
Join us to see how Salesforce + Agentforce can increase telesales productivity and empower brokers to close deals faster.