Optimize your Agency or Brokerage for Growth with Salesforce
Discover how Salesforce's Financial Services Cloud insurance brokerage solution helps top retail-commercial insurance brokerages put clients at the center, uniting sales and account management.

The Baldwin Group Digital Transformation Story
Watch how The Baldwin Group utilizes the Salesforce Platform — including Financial Services Cloud — to deliver end-to-end client, carrier, and employee experiences. This session covers their digital transformation story spanning their commercial, consumer and small business lines of business.
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Lockton Digital Transformation Story
See how Lockton utilizes the Salesforce Platform — including Financial Services Cloud — to drive benchmarking, automation, scalability, and innovation.

Salesforce Customer 360 Insurance Agency/Brokerage: MuleSoft | Tableau Pulse | Slack AI | Holmes Murphy Marketing Cloud Success

See how to create Risk Assessment Tools within Financial Services Cloud with ease.

Drive Financial Services Marketing ROI with AI Powered Data
See why Holmes Murphy chose Marketing Cloud and how it transformed their business by — 1) Streamlining their MarTech stack — 2) Empowering Sales with Distributed Marketing to easily build and deploy campaigns at scale —3) Enabling data segmentation and Einstein Send Time Optimization to exceed goals.

Agency/Brokerage GenAI Overview and Cross Customer Story: Hosted by PwC
See the AI impacts and strategies across the insurance brokerage industry in this session hosted by PwC.

Connect Islands of Disparate Data with MuleSoft
Independent insurance agencies and brokerages are consistently under pressure to be more efficient. Salesforce and MuleSoft can empower your business to connect systems and enable automations to fuel productivity. Watch this video to see how our platform drives Mergers and Acquisitions at Scale, Efficient Record and Data Management and Simplified Document Data Extraction.

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AI-Powered Work with Tableau Pulse and Slack
In today’s marketplace, insurance brokerages and agencies are focused on working more efficiently. Enter Slack and Tableau AI. Slack AI enables you to search smarter, summarize conversations instantly, and be at your most productive. Tableau AI brings trusted generative AI to your data teams and empowers business users with smart, personalized, and contextualized insights in the flow of work Watch this video today to see Slack and Tableau AI in action. 

Unlock Efficiency and Automation with Financial Services Cloud (FSC) and Certificate Hero
Insurance agency and brokerage service teams are tasked with a multitude of responsibilities. That’s why Salesforce and Certificate Hero have partnered together to offer a solution to drive team productivity. Watch this video to see — 1) How service teams can analyze insurance contracts in seconds and outline client recommendations on coverages, limits, and more — 2) Specific automations teams can use to create endorsements and engage with key underwriting partners — 3) The specific Financial Services Cloud features that enable this solution.

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