PDT12:30 PM – 12:50 PM
Christopher Skoglund
Principal Solution Engineer
Salesforce
Michael Usiak
Director, Industry Solutions and Strategy, Insurance
Salesforce
Matt Watkins
CIO
IMA Financial
Lori Borg
Product Marketing Director, Financial Services Cloud
Salesforce
Learn how customers are using Agentforce Financial Services for Insurance Brokerages to unify client relationships and automate operations on one platform for faster, better service.
Outcomes
Goal A
Learn how Agentforce for Insurance Brokerages unifies producers, account managers, and clients on one AI-powered platform.
Goal B
Hear how a brokerage cut 27 manual workflows down to six in a single release, with zero critical issues at go-live.
Goal C
Gain insight into what's next: carrier plan intelligence and Agentforce-powered renewal briefings for brokerages.
0 Margin for Error: 10 Data Quality Requirements for AI
Theater • Intermediate
Wednesday • 9:00 AM – 9:20 AM
10 Agent Architecture Patterns from Salesforce Headless 360
Breakout • Intermediate
Wednesday • 1:30 PM – 2:10 PM
10 Hours to 30 Minutes: Closing the Execution Gap
Breakout • Intermediate
Thursday • 9:30 AM – 10:10 AM
2026 State of Email: Best Practices in the Agentic Era
Workshop • Beginner
Wednesday • 4:00 PM – 5:00 PM