Salesforce Webinars

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How Insurance Carriers Can Improve Distribution with Analytics & Insights

Featured Speakers:

Derek Santana, Partner - Financial Services Advisory, PWC
Ruchin Agarwal, Managing Director - Financial Services Advisory, PWC
Susan Emerson, VP Tableau CRM, Salesforce

Insurance carriers often struggle to connect and extract insight from their sales data. Without deep line of sight into sales performance and trends, carriers can’t empower independent distributors with the tools they need to maximize their books of business.

Join us for an upcoming webinar where we’ll discuss and show how with Salesforce and Tableau CRM (formerly Einstein Analytics) you can:

  • Connect disparate data to better understand pipeline, performance, and whitespace
  • Create a 360 degree view of books of business and policyholders
  • Embed dashboards and AI based insights in Salesforce for data-driven workflows


Access the webinar now.

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