PDT2:30 PM – 3:10 PM
Venessa Tan
SVP, Portfolio Manager
Singlife
Cathy Lanning
General Manager, Customer Growth and Transformation
Salesforce
Tina Jacoby
Distinguished Solutions Engineer
Salesforce
Abhinav Bitra
Principal Digital and Technology Product Manager
American Family Insurance
AI agents are only as strong as their data foundation. See how leading insurance firms unlocked producer productivity, policyholder retention, and scale without replacing the systems they already run.
Outcomes
Goal A
Identify data foundation requirements that enable AI agents to boost producer productivity without replacing core systems.
Goal B
Learn how insurance firms use agentic workflows to boost retention and scale, and apply those patterns in your organization.
Goal C
Define a roadmap for activating agentic AI across distribution, servicing, and underwriting with ROI metrics for leadership.
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