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Webinar

Transform Insurance Service: Driving Retention and Growth with AI

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Agentforce Financial Services
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3.26 FINS Webinar
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With nearly 50% of insurance customers actively shopping for coverage, service has become a critical lever for retention and differentiation. In this webinar, hear from an insurance customers as they share how modern, AI-powered service is transforming the policyholder experience and delivering real business impact. Learn how leading organizations are:

  • Automating low- and no-touch service interactions with intelligent digital agents
  • Empowering frontline teams to focus on complex, high-value customer moments
  • Delivering connected, proactive service across carrier and brokerage ecosystems
  • Turning service into a lever for retention, operational efficiency, and sustainable growth
  • Trusted context enables trusted service


Featured Speakers

Andrew Walling Speaker Headshot
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Andrew Walling

AVP Capability Planning and Delivery
Sammons Financial
Evan Groot Speaker Headshot
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Evan Groot

Senior Director, Industry Advisor
Salesforce
Drew Schildwachter Speaker Headshot
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Drew Schildwächter

Distinguished, Strategic SE
Salesforce

Products Featured

Financial Services Cloud