[Webinar] From Static to Smart CRM: Mastering Broker Relationships Through Data and Insight at CFC

Join us on 28 May at 10 a.m.

A candid conversation with senior leaders from CFC, Futureform, and Salesforce

Most insurance businesses know their broker management operation could work harder. The question isn’t whether to change — it’s how to do it without disruption, and what good looks like on the other side.

Join Leah Berwick, Head of Broker Management at CFC Underwriting, Brian Doogan, Co-Founder of Futureform, and Suruchi Shukla, RVP Industry Value Advisory at Salesforce, for an honest conversation about what CFC’s transformation actually involved — and what it’s making possible now.

What You’ll Hear

CFC will share the thinking behind their move to Salesforce Financial Services Cloud: why the timing was right, what the evaluation process looked like, and what the transition felt like from the inside. They’ll also talk about where they are now — using Agentforce and Data Cloud to extend their team’s capacity — and what a 2x productivity improvement means in practical terms for a broker management operation.

The panelists will also share what’s transferable and what depends on your specific context.

Who this is for

Senior leaders at insurance brokers, MGAs, and Lloyd’s participants thinking seriously about their distribution operation — whether that means moving off spreadsheets, replacing a CRM that isn’t delivering, or understanding where AI fits into a longer-term roadmap.

If that decision is somewhere on your horizon, this is worth an hour of your time.