Dreamforce is again, September 15–17, in San Francisco and streaming free on Salesforce+
For insurance coverage leaders, that is the yr to see how AI proves its worth. Throughout three days of keynotes, breakouts, roundtables, and hands-on classes, you’ll get a firsthand have a look at how friends are reshaping insurance coverage: smarter progress, extra productive brokers and brokers, reimagined service, and the information basis that ties all of it collectively.
All of it begins with this yr’s keynote. Monetary Companies Keynote: Your Pilot-to-Revenue Playbook tackles the query on each chief’s thoughts: Why does AI scale at some companies and stall at others? It’s one of the best place to floor your week as you dive into the classes under.
Listed here are the important thing themes and classes value constructing your agenda round.
The information basis that makes brokers work
- AI brokers are solely as sturdy as the information basis beneath them. Agentic Insurance coverage, Unlocked: Knowledge, Scale, and Progress makes the case instantly: see how main insurance coverage companies unlocked producer productiveness, policyholder retention, and scale with out changing the methods they already run. It’s the session for leaders who want AI to work with what they’ve, not what they need they’d.
- Then go one layer deeper with Agentic Insurance coverage: Automating the Coverage Lifecycle. Learn to use AI brokers to automate the insurance coverage lifecycle, and uncover how trusted context and ruled workflows enhance effectivity with out compromising the human connection on the coronary heart of insurance coverage.
Reclaiming hours for distribution groups
- Insurance coverage distribution groups lose hours to assembly prep, follow-ups, and name notes. How Agentic AI is Rewiring Insurance coverage Distribution reveals the way to reclaim that point with Agentforce: AI battle plans, automated follow-ups, and voice-to-insight workflows that put discipline groups again in entrance of shoppers as a substitute of buried in admin.
- However AI guarantees lots for insurance coverage distribution, and governance, crew skepticism, and knowledge high quality too usually stall progress. Learn how to Scale AI Throughout Insurance coverage Distribution Groups brings business friends collectively to learn to clear the blockers and get AI truly working within the discipline.
Brokerage, constructed to scale
- For brokers, the platform is the differentiator. Run Your Brokerage Smarter with Agentforce reveals how clients are utilizing Agentforce Monetary Companies for Insurance coverage Brokerages to unify consumer relationships and automate operations on one platform for sooner, higher service.
- And for impartial and rising businesses that want to maneuver quick, Empower Insurance coverage Companies With a Turnkey Brokerage Answer breaks down how they’ll scale productiveness and enhance retention with simplified deployment, no months-long implementation required.
The way forward for underwriting
- Underwriting is the place the agentic future will get attention-grabbing. Envision the Way forward for Agentic Insurance coverage Underwriting brings collectively business leaders to debate, debate, and ideate on what an agentic future means for underwriting and the way Salesforce helps firms get there. When you’re enthusiastic about the place the business is headed, not simply the place it’s at the moment, that is your session.
Claims and repair reimagined
- Service is the place agentic AI earns its maintain quickest, and the place insurance coverage leaders are seeing the clearest returns. Simplify Claims Consumption Throughout Each Insurance coverage Enterprise Line reveals off the Claims Service Agent delivering out-of-the-box FNOL consumption throughout auto, residence, and extra, with no customized dev required. Your CSRs shouldn’t navigate 5 methods to file one declare, and this session is proof they don’t should.
- Pair it with Scaling Agentic Service in Insurance coverage and Banking, the place main international insurers and banks dive into the Agentic Enterprise. Find out how autonomous brokers resolve inquiries, enhance NPS, and scale 24/7 service throughout insurance coverage and banking. See actual outcomes from companies already working this in manufacturing.
Remodel and scale with AI workflows
- Effectivity isn’t nearly doing the identical work sooner, it’s about rethinking how the work will get carried out. Modernize Processes With AI in Monetary Companies reveals you the way to optimize and automate your processes throughout the entrance, center, and again workplace with data-driven precision. Learn to convert guide duties into autonomous AI workflows for unparalleled productiveness and progress.
Arms-on: construct it this week
- Two workshops allow you to go away Dreamforce with one thing constructed, not simply famous. Create a Excessive-Contact Relationship Expertise with Agentforce is a hands-on workshop the place you configure and deploy Agentforce to ship sooner, smarter relationship administration workflows for monetary providers establishments. Cease constructing from scratch.
- Then Construct Core Insurance coverage Processes With Digital Insurance coverage permits you to stroll away with a totally configured insurance coverage operation, Account 360, coverage administration, claims workflows, and a claims service agent, all constructed on a unified, customer-centric platform.
Classes from those that’ve carried out it
- Earlier than you intend your individual rollout, study from the companies already working one. Deploying Agentic AI: Classes From These Who’ve Carried out It shares how monetary providers companies plan, construct, and scale agentic AI. Stroll away with actual deployment classes, new supply fashions, and confirmed frameworks for measuring enterprise worth and outcomes.
What’s coming subsequent
See it dwell at Campground
Catch dwell demos on the Campground in Moscone North. This yr you’ll see See the way to automate threat assessments, shortly resolve protection requests, and use sensible every day assistants to ship immediate, empathetic care to policyholders. When you’re there, make you’re manner by means of Agentic Enterprise Metropolis to witness how main monetary establishments, like AAA, are reworking their enterprise.
Able to construct your individual agenda?
Obtain your 3 Good Days at Dreamforce information for banking for entry to one of the best classes throughout all three days plus campground experiences you don’t need to miss.
Can’t take part particular person?
Questions? We’ve solutions.
Be taught extra about what’s occurring at Dreamforce 2026. Nonetheless have questions on registration, lodging, or the way to stream from residence? We’ve received solutions within the FAQ.
Extra by Jerome
