PDT10:30 AM – 10:50 AM
Vamsi Danturi
Insurance Solutions Lead
Salesforce
Seema Jain
Managing Director, Industry Business Consulting
Salesforce
Insurance distribution teams lose hours to meeting prep, follow-ups, and call notes. Learn how to reclaim it with Agentforce: AI battle plans, automated follow-ups, and voice-to-insight workflows.
Outcomes
Goal A
Nearly half of RM time disappears into admin. Agentic AI gives it back — starting with meeting prep.
Goal B
Watch Agentforce generate a carrier RSM's meeting brief and auto-create follow-up tasks — live, in a real insurance org
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