{"id":73384,"date":"2023-12-13T00:00:00","date_gmt":"2023-12-13T08:00:00","guid":{"rendered":"https:\/\/www.salesforce.com\/?p=73384"},"modified":"2024-09-16T13:42:26","modified_gmt":"2024-09-16T20:42:26","slug":"miller-insurance-ai","status":"publish","type":"post","link":"https:\/\/www.salesforce.com\/news\/stories\/miller-insurance-ai\/","title":{"rendered":"Global (Re)Insurance Broker Miller Taps Salesforce AI to Transform Its Broker Experience"},"content":{"rendered":"\n<p><a href=\"https:\/\/www.miller-insurance.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Miller<\/a>, a leading independent speciality insurance broker, is one of the first U.K. financial services organizations to combine Salesforce <a href=\"https:\/\/www.salesforce.com\/products\/einstein-ai-solutions\/?d=cta-body-promo-8\" target=\"_blank\" rel=\"noreferrer noopener\">Einstein<\/a> and <a href=\"https:\/\/www.salesforce.com\/products\/financial-services-cloud\/overview\/?d=cta-body-promo-8\" target=\"_blank\" rel=\"noreferrer noopener\">Financial Services Cloud<\/a> to drive productivity and efficiency across its business and deliver outstanding client service.&nbsp;<\/p>\n\n\n\n<p><strong>Why it\u2019s important<\/strong>: More than <a href=\"https:\/\/www.salesforce.com\/news\/stories\/generative-ai-ethics-survey\/\" target=\"_blank\" rel=\"noreferrer noopener\">two out of three global workers (68%)<\/a> say <a href=\"https:\/\/www.salesforce.com\/news\/stories\/what-is-generative-ai\/\" target=\"_blank\" rel=\"noreferrer noopener\">generative AI<\/a> will help them better serve their customers.<\/p>\n\n\n\n<p>Tapping Einstein AI in Financial Services Cloud, Miller can provide more personalized and impactful client service experiences while boosting broker productivity.<\/p>\n\n\n\n<p><strong>Driving the news<\/strong>: By empowering teams with smarter workflows and richer data insights, Miller is transforming its client experience.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>With <a href=\"https:\/\/www.salesforce.com\/products\/ai-prompt-builder\/?d=cta-body-promo-8\" target=\"_blank\" rel=\"noreferrer noopener\">Einstein Prompt Builder<\/a>, the team is able to use Salesforce out-of-the-box prompts or create their own prompt template to quickly and efficiently produce complex insurance quotes and solutions for their clients.<\/li>\n\n\n\n<li>With <a href=\"https:\/\/www.salesforce.com\/products\/financial-services-cloud\/overview\/?d=cta-body-promo-8\" target=\"_blank\" rel=\"noreferrer noopener\">Financial Services Cloud<\/a>, Miller can manage complex pipelines, collaborate efficiently across deal teams, use internal and third-party data, and ensure information is shared with the right people at the right time.&nbsp;<\/li>\n\n\n\n<li>With predictive AI-powered <a href=\"https:\/\/www.salesforce.com\/products\/crm-analytics\/overview\/?d=cta-body-promo-8\" target=\"_blank\" rel=\"noreferrer noopener\">CRM Analytics<\/a>, Miller can get insights on its sales team\u2019s performance, leads, and opportunities. Brokers can then harness Salesforce predictive AI to anticipate client needs, whether it be a policy renewal or an opportunity to cross-sell using pre-populated templates.&nbsp;<\/li>\n<\/ul>\n\n\n\n<aside class=\"more-from-block more-from-block--2 alignfull wp-block-newsroom-moreontopic\">\n\t<div class=\"more-from-block__content\">\n\t\t\t\t\t<h4 class=\"more-from-block__title\">Related<\/h4>\n\t\t\n\t\t<div class=\"more-from-block__cards more-from-block__cards--2\"\n\t\t\t\t>\n\t\t\t\n\n<article\t\t\titemscope=\"\"\n\t\titemtype=\"https:\/\/schema.org\/Article\"\n\t\tdata-card-id=\"92828\"\n\t\tclass=\"content-card content-card--large-inline is-entire-area-clickable content-card--is-boxed\"\n\t\t\tdata-clickable-area-link=\"https:\/\/www.salesforce.com\/news\/press-releases\/2026\/03\/26\/vha-salesforce-agentic-os-saves-staff-hours\/\"\n\t>\n\t\t\t<div class=\"content-card__image-container\" itemprop=\"image\" itemscope itemtype=\"https:\/\/schema.org\/ImageObject\">\n\t\t\t<img 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content-card__content-container--style-\">\n\t\t\n\t\t\n\t\t\t\t\t<h3 itemprop=\"headline\" class=\"content-card__title\">\n\t\t\t\t\t\t\t\t\t<a\n\t\t\t\t\t\thref=\"https:\/\/www.salesforce.com\/news\/press-releases\/2026\/03\/26\/vha-salesforce-agentic-os-saves-staff-hours\/\"\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\ttarget=\"_blank\"\n\t\t\t\t\t\t\t\t\t\t\t\tclass=\"content-card__title-link\"\n\t\t\t\t\t>\n\t\t\t\t\t\t\t\tVHA Deploys Salesforce-Powered Agentic Operating System, Saving Thousands of Staff Hours for Front-Line Veteran Care\t\t\t\t<\/a>\t\t\t<\/h3>\n\t\t\n\t\t\t\t\n\t\t\n\t\t\t\t\t<div itemprop=\"readTime\" class=\"content-card__read-time\">\n\t\t\t\t4 min read\t\t\t<\/div>\n\t\t\n\t\t\t<\/div>\n\n<\/article>\n\n\n\n<article\t\t\titemscope=\"\"\n\t\titemtype=\"https:\/\/schema.org\/Article\"\n\t\tdata-card-id=\"92815\"\n\t\tclass=\"content-card content-card--large-inline is-entire-area-clickable content-card--is-boxed\"\n\t\t\tdata-clickable-area-link=\"https:\/\/www.salesforce.com\/news\/press-releases\/2026\/03\/26\/us-dept-labor-agentforce-enhance-citizen-support\/\"\n\t>\n\t\t\t<div class=\"content-card__image-container\" itemprop=\"image\" itemscope itemtype=\"https:\/\/schema.org\/ImageObject\">\n\t\t\t<img width=\"1024\" height=\"576\" src=\"https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2026\/03\/U.S.-Department-of-Labor-Taps-Agentforce-to-Enhance-Citizen-Support-1.png?w=1024\" class=\"content-card__image\" alt=\"Contact center worker in a headset providing personalized support with the help of Agentforce.\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" loading=\"lazy\" decoding=\"async\" srcset=\"https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2026\/03\/U.S.-Department-of-Labor-Taps-Agentforce-to-Enhance-Citizen-Support-1.png 1200w, 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https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2026\/03\/U.S.-Department-of-Labor-Taps-Agentforce-to-Enhance-Citizen-Support-1.png?w=678&amp;h=381 678w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2026\/03\/U.S.-Department-of-Labor-Taps-Agentforce-to-Enhance-Citizen-Support-1.png?w=150&amp;h=84 150w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2026\/03\/U.S.-Department-of-Labor-Taps-Agentforce-to-Enhance-Citizen-Support-1.png?w=314&amp;h=177 314w, https:\/\/www.salesforce.com\/news\/wp-content\/uploads\/sites\/3\/2026\/03\/U.S.-Department-of-Labor-Taps-Agentforce-to-Enhance-Citizen-Support-1.png?w=343&amp;h=193 343w\" \/>\t\t\t\t\t<\/div>\n\t\n\t<div class=\"content-card__content-container content-card__content-container--style-\">\n\t\t\n\t\t\n\t\t\t\t\t<h3 itemprop=\"headline\" class=\"content-card__title\">\n\t\t\t\t\t\t\t\t\t<a\n\t\t\t\t\t\thref=\"https:\/\/www.salesforce.com\/news\/press-releases\/2026\/03\/26\/us-dept-labor-agentforce-enhance-citizen-support\/\"\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\ttarget=\"_blank\"\n\t\t\t\t\t\t\t\t\t\t\t\tclass=\"content-card__title-link\"\n\t\t\t\t\t>\n\t\t\t\t\t\t\t\tU.S. Department of Labor Taps Agentforce to Enhance Citizen Support\t\t\t\t<\/a>\t\t\t<\/h3>\n\t\t\n\t\t\t\t\n\t\t\n\t\t\t\t\t<div itemprop=\"readTime\" class=\"content-card__read-time\">\n\t\t\t\t5 min read\t\t\t<\/div>\n\t\t\n\t\t\t<\/div>\n\n<\/article>\n\n\t\t<\/div>\n\t\t<noscript>\n<div class=\"pagination-fallback\">\n\n\t\t<a href=\"https:\/\/www.salesforce.com\/news\/wp-json\/wp\/v2\/posts\/73384\/page\/2\/?bc=OTH#section-title\">\n\t\t\tOlder Posts\t\t<\/a>\n\t\t<\/div>\n<\/noscript>\n\t<\/div>\n<\/aside>\n\n\n\n<p><strong>The trust factor: <\/strong>As a regulated financial services company serving clients across multiple geographies and regulations, trust is critical to Miller. Designed for enterprise security standards, the <a href=\"https:\/\/www.salesforce.com\/products\/secure-ai\/?d=cta-body-promo-8\" target=\"_blank\" rel=\"noreferrer noopener\">Einstein Trust Layer\u2019s<\/a> zero retention architecture allows Miller\u2019s teams to benefit from generative AI without compromising their client data.&nbsp;<\/p>\n\n\n\n<p><strong>The customer perspective:<\/strong> \u201cThe insurance industry is on the verge of a seismic, tech-driven shift. With Salesforce allowing us to drive productivity gains and streamline processes, AI is forming the bedrock of our success and positioning us as a market leader,\u201d said Dana Cuffe, Group Chief Operating Officer, Miller Insurance.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u201cWe chose Salesforce as our digital partner because its generative AI tools are grounded in trust. All together, this approach will empower our business, brokers, and clients to meet this AI moment with confidence,\u201d Cuffe continued.<\/li>\n<\/ul>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>We chose Salesforce as our digital partner because its generative AI tools are grounded in trust. All together, this approach will empower our business, brokers, and clients to meet this AI moment with confidence.<\/p>\n<cite>Dana Cuffe, Group Chief Operating Officer, Miller Insurance<\/cite><\/blockquote>\n\n\n\n<p><strong>Salesforce perspective: <\/strong>\u201cWe are excited to support Miller in the next stage of its digital transformation \u2014 placing trust at the center of AI-powered productivity and growth gains. With the combined power of data, AI, CRM, and trust, Miller will pave the way for the financial services industry to deliver exceptional customer experiences while boosting productivity and growth.\u201d \u2013 Anna Bratton, Head of Financial Services, Salesforce UKI<\/p>\n\n\n\n<p><em>For more Salesforce customer news, <\/em><a href=\"https:\/\/www.salesforce.com\/news\/topics\/customer-success\/\" target=\"_blank\" rel=\"noreferrer noopener\"><em>visit this page<\/em><\/a><em>.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Miller, a leading independent speciality insurance broker, is one of the first U.K. financial services organizations to combine Salesforce Einstein and Financial Services Cloud to drive productivity and efficiency across its business and deliver outstanding client service.&nbsp; Why it\u2019s important: More than two out of three global workers (68%) say generative AI will help them [&hellip;]<\/p>\n","protected":false},"author":0,"featured_media":73388,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"sf_subhead":"","sf_i18n_disclaimer":false,"_jetpack_memberships_contains_paid_content":false,"alternateThumbnailId":0,"sf_product_cta_id":0,"footnotes":""},"categories":[1],"tags":[],"sf_content_type":[1735],"sf_theme":[1917],"sf_topic":[1737,1744],"sf_product":[2796,19249,1748],"sf_industry":[],"sf_role":[],"sf_multimedia_asset":[],"sf_location":[1798],"sf_collection":[],"sf_visibility":[],"coauthors":[],"class_list":["post-73384","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized","sf_content_type-news-highlights","sf_theme-customer-engagement","sf_topic-artificial-intelligence","sf_topic-customer-success","sf_product-einstein","sf_product-einstein-ai","sf_product-salesforce-platform","sf_location-global"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.2 (Yoast SEO v27.2) - 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