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[Webinar]: Insurance Roadmap for 2026

Join us on 17 March at 11:30 a.m.

A strategic, high-level introduction to what insurers — from small brokers to large carriers — can expect from Salesforce in 2026.

Insurers face rising customer expectations, fragmented operations, and the challenge of scaling commercial and underwriting excellence. In this live webinar — the first in our 2026 Insurance series — we outline a practical roadmap for sales, service, marketing, and underwriting transformation with Salesforce. Rather than a feature-led product showcase, this session focuses on business outcomes and strategic direction.

What you’ll learn

  • In this introductory session, we’ll focus on the outcomes insurance leaders care about most:
  • How brokers can accelerate sales, improve service workflows, and drive marketing impact.
  • A forward-looking view on underwriting and platform modernisation — preparing for future deep-dive content.
  • Why Salesforce matters in insurance in 2026 — and how firms can unlock real results this year.
  • Where to prioritise efforts to maximise impact across insurer types, from small MGA/broker firms to enterprise carriers.

What you’ll see:

  • Light demo visuals illustrating pipeline analytics and broker insights in action.
  • Sneak-peek visuals of core platform evolution for underwriting foundations.
  • A strategic overview of where Salesforce investments are heading in the insurance space.

Who should attend

  • Brokers and MGA leaders
  • Sales, Service & Marketing executives in insurance
  • Underwriting leaders preparing for digital transformation
  • Carriers planning platform modernisation
  • Ops, Strategy & Transformation leads looking for a 2026 roadmap

Join us to understand how forward-looking insurers are aligning Salesforce strategy with outcomes — and how you can lead your organisation through 2026 and beyond.

Part of the 2026 Insurance Webinar Series

This session launches our year-long series on insurance innovation with Salesforce. Future webinars will dig deeper into underwriting, claims, group benefits, and technology-specific topics — aligned to platform launches and market momentum.

Be among the first to receive a practical, outcomes-focused view of Salesforce for insurance in 2026.