Insurance at Dreamforce: Your Guide to Three Perfect Days

Dreamforce is back, September 15–17, in San Francisco and streaming free on Salesforce+

For insurance leaders, this is the year to see how AI proves its value. Across three days of keynotes, breakouts, roundtables, and hands-on sessions, you’ll get a firsthand look at how peers are reshaping insurance: smarter growth, more productive agents and brokers, reimagined service, and the data foundation that ties it all together.

It all starts with this year’s keynote. Financial Services Keynote: Your Pilot-to-Profit Playbook tackles the question on every leader’s mind: Why does AI scale at some firms and stall at others? It’s the best place to ground your week as you dive into the sessions below.

Here are the key themes and sessions worth building your agenda around.

The data foundation that makes agents work

• AI agents are only as strong as the data foundation beneath them. Agentic Insurance, Unlocked: Data, Scale, and Growth makes the case directly: see how leading insurance firms unlocked producer productivity, policyholder retention, and scale without replacing the systems they already run. It’s the session for leaders who need AI to work with what they have, not what they wish they had.
• Then go one layer deeper with Agentic Insurance: Automating the Policy Lifecycle. Learn how to use AI agents to automate the insurance lifecycle, and discover how trusted context and governed workflows increase efficiency without compromising the human connection at the heart of insurance.

Reclaiming hours for distribution teams

• Insurance distribution teams lose hours to meeting prep, follow-ups, and call notes. How Agentic AI is Rewiring Insurance Distribution shows how to reclaim that time with Agentforce: AI battle plans, automated follow-ups, and voice-to-insight workflows that put field teams back in front of customers instead of buried in admin.
• But AI promises a lot for insurance distribution, and governance, team skepticism, and data quality too often stall progress. How to Scale AI Across Insurance Distribution Teams brings industry peers together to learn how to clear the blockers and get AI actually working in the field.

Brokerage, built to scale

• For brokers, the platform is the differentiator. Run Your Brokerage Smarter with Agentforce shows how customers are using Agentforce Financial Services for Insurance Brokerages to unify client relationships and automate operations on one platform for faster, better service.
• And for independent and emerging agencies that need to move fast, Empower Insurance Agencies With a Turnkey Brokerage Solution breaks down how they can scale productivity and improve retention with simplified deployment, no months-long implementation required.

The future of underwriting

• Underwriting is where the agentic future gets interesting. Envision the Future of Agentic Insurance Underwriting brings together industry leaders to discuss, debate, and ideate on what an agentic future means for underwriting and how Salesforce is helping companies get there. If you’re thinking about where the industry is headed, not just where it is today, this is your session.

Claims and service reimagined

• Service is where agentic AI earns its keep fastest, and where insurance leaders are seeing the clearest returns. Simplify Claims Intake Across Every Insurance Business Line shows off the Claims Service Agent delivering out-of-the-box FNOL intake across auto, home, and more, with no custom dev required. Your CSRs shouldn’t navigate five systems to file one claim, and this session is proof they don’t have to.
• Pair it with Scaling Agentic Service in Insurance and Banking, where leading global insurers and banks dive into the Agentic Enterprise. Learn how autonomous agents resolve inquiries, boost NPS, and scale 24/7 service across insurance and banking. See real results from firms already running this in production.

Transform and scale with AI workflows

• Efficiency isn’t just about doing the same work faster, it’s about rethinking how the work gets done. Modernize Processes With AI in Financial Services shows you how to optimize and automate your processes across the front, middle, and back office with data-driven precision. Learn how to convert manual tasks into autonomous AI workflows for unparalleled productivity and growth.

Hands-on: build it this week

• Two workshops let you leave Dreamforce with something built, not just noted. Create a High-Touch Relationship Experience with Agentforce is a hands-on workshop where you configure and deploy Agentforce to deliver faster, smarter relationship management workflows for financial services institutions. Stop building from scratch.
• Then Build Core Insurance Processes With Digital Insurance lets you walk away with a fully configured insurance operation, Account 360, policy management, claims workflows, and a claims service agent, all built on a unified, customer-centric platform.

Lessons from those who’ve done it

• Before you plan your own rollout, learn from the firms already running one. Deploying Agentic AI: Lessons From Those Who’ve Done It shares how financial services firms plan, build, and scale agentic AI. Walk away with real deployment lessons, new delivery models, and proven frameworks for measuring business value and outcomes.

What’s coming next

• Roadmap Session: Agentforce Innovations for Insurance covers what’s new across Digital Insurance and Agentforce Financial Services, from AI agents to new product capabilities. Come see what innovations are on the roadmap and where Salesforce is investing next.

See it live at Campground

Catch live demos at the Campground in Moscone North. This year you’ll see See how to automate risk assessments, quickly resolve coverage requests, and use smart daily assistants to deliver prompt, empathetic care to policyholders. While you’re there, make you’re way through Agentic Enterprise City to witness how leading financial institutions, like AAA, are transforming their business. 

Can’t join in person?

Questions? We have answers. 

Learn more about what’s happening at Dreamforce 2026. Still have questions about registration, accommodations, or how to stream from home? We’ve got answers in the FAQ.