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Modernize and Grow Your Agency or Brokerage

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Agentforce Financial Services
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Salesforce Webinar
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Featured Speakers:

Michelle Lewis, Director Brokerage & Agency Solutions, Salesforce
Robert Taylor, Distinguished Solutions Engineer, Salesforce
Tina Jacoby, Industry Solutions Specialist, Salesforce


Brokerages and agencies are under pressure to break down silos and enable more automation and collaboration in order to thrive in today’s marketplace. Salesforce’s Customer 360 for Insurance Agencies and Brokerages empowers businesses like yours to face these challenges head on.

Watch this webinar to see:
  • An overview of our complete C360 brokerage solution
  • A BOR/client onboarding demo
  • An RFP/renewals automation demo
See how to fuel sales growth, scale personalized service, and improve efficiency with an AI-driven, connected platform.