Insurance carriers struggle with retaining and growing a profitable book of business because of siloed data, outdated technology, and complex legacy systems. Now you can grow revenue while cutting costs with agentic AI and data-driven sales tools. Effectively manage distribution channels and boost producer productivity, all on one platform.
Drive profitable growth by improving the producer experience. Effectively manage distribution forces with insurance-specific data models and prebuilt agentic AI skills. Use out-of-the-box dashboards that help surface actionable insights, manage attrition, and increase revenue.
Analyse, score, and allocate resources to optimise your distribution partner strategy in a single view. Simplify agency management — including AI-generated recaps to assist with meeting prep and follow-ups.
Boost efficiency with intelligent territory planning and route optimisation. Visualise data to fuel better decisions, streamline field operations, and optimise territories faster than ever.
Make it easy for producers to sign up through an interactive portal. Use recommended actions to improve relationships, plan activities, and deliver training resources. Easily monitor status from a single dashboard.
Equip agents and producers with an AI-infused, centralised solution that puts policyholders at the centre of every interaction. Reduce manual tasks while identifying and converting more leads in less time with Agentforce.
Surface actionable insights, manage attrition, and drive growth with the assistance of agents grounded in policyholder data.
Unlock agentic productivity by helping producers and agents save time on client meeting prep, logistics, and follow-ups with AI. Autonomously deliver personalised communications at scale with grounding and prompts.
Unify customer experiences across channels, geographies and both consumer and commercial lines of business.
Fuel efficiency and drive superior customer service 24/7 with Agentforce.
Boost productivity and decision-making with the world’s leading AI-powered analytics platform.
Integrate data from any services system to deliver critical, time-sensitive data - all with a single platform for APIs and integrations.
Bring together the right people, information and tools to drive business.
Personalise customer experiences and optimise each campaign with data-first solutions for any channel and device.
Activate all your customer data across Salesforce applications.
Get in touch today and our experts will guide you through the process step by step:
Try Financial Services Cloud free for 30 days. No credit card. No installations.
Tell us a bit more so the right person can reach out faster.
Learn how Salesforce for financial services empowers customers’ financial success.
Insurance operations refers to the middle- and back-office processes and teams that support your customer service across your organisation. Financial services operations software can improve efficiency with digital workflows to accelerate business performance.
Evaluate your company's needs and goals, thinking about the different sales experiences your organisation delivers today. Think about what you want to change in your operations to deliver delightful sales experiences across all channels. Then, choose the software that will fulfil those demands.
Insurance carriers can improve sales through automation and AI. By increasing efficiencies, sales and operations teams have more time to focus on what matters most: delivering exceptional producer experiences that help drive cost-efficient growth.
An AI sales agent uses advanced artificial intelligence to understand and respond to inquiries, then take action without human intervention.
Generally, yes, when sales agents are integrated with secure platforms and data. Agentforce, for example, is built on the Einstein Trust Layer, ensuring data security and adherence to business protocols when handling tasks. AI sales agents built with Agentforce rely on trusted business data to ensure accuracy and security.
