Insurance contact center reps face long handle times and complex systems. The Agentforce Service Assistant delivers AI-powered answers and guides representatives through common transactions—reducing effort, speeding resolution, and improving customer satisfaction.
Overview:
Service representatives struggle to find the right details quickly when helping customers with new policy quotes. This topic streamlines the process by summarizing key policy and quote details—reducing hold times and helping reps deliver faster, more accurate quotes.
Actions Invoked:
Get Insurance Quote Details, Summarize Insurance Policyholder
Data Sources:
CRM Data
Industry Data Objects Referenced:
Account, Quote, Quote Line Item, Product, Policy, Coverage, Claims
Financial services organizations are prioritizing efficiency gains, personalized customer experiences, and robust risk mitigation. Agentforce addresses these imperatives by seamlessly extending your workforce and providing always-on customer service. This intelligent digital labor empowers your employees and enhances customer satisfaction.
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Disclaimer: Salesforce pre-built Agentforce capabilities are constantly being enhanced based on customer feedback and may not reflect actual product details. Solutions may not be currently available, delivered on time or at all. Customers should make purchase decisions based upon solutions that are currently available.
