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Drive Salesforce Adoption in Your Insurance Agency or Brokerage

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Agentforce Financial Services
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Salesforce Webinar
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Featured Speakers:

Jason Brudnick, CTO, Accession Risk Management Group
Michelle Lewis, Director Brokerage & Agency Solutions, Salesforce
Tina Jacoby, Industry Solutions Specialist, Salesforce


Technology plays a crucial role in your agency or brokerage's success, but sometimes barriers can hinder progress. Accession Risk Management — a global insurance brokerage that is ranked #15 nationally based on annual revenues — understood this challenge and drove Salesforce adoption with effective, scalable strategies. Watch this webinar to learn more about this topic including:
  • Identifying blockers and developing strategies to overcome blockers
  • Scaling your Salesforce implementation successfully for agencies or brokerages of any size
  • Showing how you can use bring the latest first and third-person Salesforce technology to your business today