[Webinar] From Spreadsheets to FSC in 8 Weeks: A Commercial Insurance Broker Implementation, Unpacked

Join us on 24 September 10 a.m.

CRM projects can often take longer than expected, cost more than scoped, and deliver less than promised. This one didn’t.

Join the Futureform team for a practical look at how a UAE-based firm went from disconnected spreadsheets and manual renewal reminders to a fully operational Salesforce Financial Services Cloud implementation in eight weeks, on time, in scope, and immediately useful.

What You’ll See

A walkthrough of the implemented solution: broker hierarchy and relationship management, new business pipeline configuration, renewal automation workflows, and mobile access via Experience Cloud, with a focus on the configuration decisions that made a fast go-live achievable.

What You’ll Hear

The team will cover what it actually takes to scope and deliver a right-sized FSC implementation under real time pressure: what was built on out-of-the-box capability, where data migration created friction, and how the project was structured to stay focused. You’ll also hear where the client is headed next, and how a clean data foundation built in eight weeks now opens the door to Agentforce and AI-driven renewal prioritisation.

If you’re evaluating Salesforce for your insurance business and want to understand what a practical, fast-tracked implementation looks like in practice, this is that session.

Who This Is For

Operations leads, IT decision-makers, and senior leadership at commercial insurance brokers and intermediaries who are considering a CRM transformation, or who are mid-way through one and want a benchmark for what structured, focused delivery looks like.