Salesforce Presents: The Voice of the Insurance Broker

Friday

March

17

,

2023

PDT

7:00PM

–

10:00PM

PDT

Salesforce Presents: The Voice of the Insurance Broker

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1:00pm ET

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Celia Martinez, Celia Martinez, SVP Marketing, Caterpillar

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Date TBD

Salesforce Presents: The Voice of the Insurance Broker

Join us for an exclusive free event focused entirely on insurance brokers and the unique business and technology challenges they encounter. This full-day engagement will cover a variety of topics specific to brokerages and agencies including how to take your business to the next level using AI + Data + CRM.

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Event Details

Agenda topics

* AI+Data+CRM = Broker Magic
* CRM and AMS Integration
* Driving Salesforce Adoption
* Lead Management and Client Service Deep-Dives
* Running your Brokerage on Salesforce
* And Much More!

Day of activities

* Exclusive VOIB content kit including best of demos, product free trials, session materials
* Networking lunch and happy hour
* Best of Salesforce branded materials!

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1:00pm ET

Welcome and Introductions

Session description goes here. Salesforce has sought to change the world for the better through technology that builds stronger relationships. Between companies and their customers. Between employees and far-flung teams.

Speaker Name • SPEAKER NAME • SPEAKER NAME

1:00pm ET

Plenary Session

Session description goes here. Salesforce has sought to change the world for the better through technology that builds stronger relationships. Between companies and their customers. Between employees and far-flung teams.

Speaker Name • SPEAKER NAME • SPEAKER NAME

1:00pm ET

Roundtable Discussion: “What Makes an Effective Virtual Event?"

Session description goes here. Salesforce has sought to change the world for the better through technology that builds stronger relationships. Between companies and their customers. Between employees and far-flung teams.

Speaker Name • SPEAKER NAME • SPEAKER NAME

1:00pm ET

Closing Ceremony

Session description goes here. Salesforce has sought to change the world for the better through technology that builds stronger relationships. Between companies and their customers. Between employees and far-flung teams.

SPEAKER NAME • SPEAKER NAME • SPEAKER NAME

1:00pm ET

Session Title

Session description goes here. Salesforce has sought to change the world for the better through technology that builds stronger relationships. Between companies and their customers. Between employees and far-flung teams.

Speaker Name • SPEAKER NAME • SPEAKER NAME

1:00pm ET

Session Title

Session description goes here. Salesforce has sought to change the world for the better through technology that builds stronger relationships. Between companies and their customers. Between employees and far-flung teams.

Speaker Name • SPEAKER NAME • SPEAKER NAME

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Virtual Tips

1.

Do you have a question about the event?

Answers to frequently asked questions should be typed here. Your guests will be thrilled to read a response to this frequently asked question.

2.

Do you have a question about the event?

Answers to frequently asked questions should be typed here. Your guests will be thrilled to read a response to this frequently asked question.

3.

Do you have a question about the event?

Answers to frequently asked questions should be typed here. Your guests will be thrilled to read a response to this frequently asked question.

The Final Countdown!

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