As competition intensifies and customers expect faster, more personalized service, insurance firms must grow without adding complexity. Producer capacity and policyholder loyalty have become two of the most important levers for profitable growth. In this webinar, hear how leading insurers are using trusted, AI-powered experiences, built on the core systems they already rely on, to help producers do more and keep policyholders longer. Learn how leading organizations are:
- Freeing producers from administrative work so they can focus on high-value relationships and new business
- Building a connected, trusted data foundation that works alongside existing core systems rather than replacing them
- Delivering proactive, personalized service that strengthens retention across carrier, agency, and brokerage ecosystems
- Applying AI across distribution, servicing, and underwriting with a clear roadmap and ROI measures leadership can act on
Featured Speakers
Abhinav Bitra
Principal Digital and Technology Product Manager
American Family Insurance
Cathy Lanning
GM, FINS Customer Growth & Transformation
Salesforce
Tina Jacoby
Distinguished Solution Engineer
Salesforce