About this event
Attending Dreamforce '19? Sign-up here to join us for a Circle of Success discussion regarding how others in the Insurance Industry are delivering personalized service to Brokers and Agents. Please come ready to share examples of your own and learn from others, also! Discussion questions include:
1. What is your current business need to engage with Brokers and Agents?
2. What are the challenges you are faced with as you transform your business to become more interactive and engaging with Agents/Brokers?
3. How are you overcoming those challenges? What technologies are you using to achieve your goals?
4. What have been your results?
If time allows, we'll also walk through a couple of real-life case studies that highlight how Salesforce was used to resolve Agent and Broker service needs. We look forward to you joining in the discussion with us! A slide deck with everyone's feedback from the discussion will be distributed afterwards so that you can take these examples home with you.
Please note that this event is for Dreamforce attendees only which you may sign-up for via Agenda Builder here.
Space is limited to 60 individuals so be sure to sign-up early. See you then!
Speakers
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Danielle Laffey
Silverline
Principle, Insurance Solutions
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Mike Piehl
Silverline
VP, Vlocity - GTM
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Alexis Kuhne
Zimmer Biomet
IT Portfolio Manager
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Will Jones
MedPro Group
Marketing Channel Manager
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See BioLissa Smith
Liberty Mutual
Director, Salesforce Admins
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See BioMike DeMaria
Equitable
Developer
Lissa Smith
Liberty Mutual
Mike DeMaria
Equitable
When
Tuesday, Nov 194:00 PM - 4:40 PM (EST)
Where
Marriot Marquis - Yerba Buena Salon 13
Sponsors
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Smart Communication
On the AppExchange since 2012, SmartCOMM for Salesforce from Smart Communications offers enterprise document generation and contract negotiation, within a single solution. Easily scale your communications in Salesforce by incorporating more personalized content that connects with customers, while improving internal efficiency, increasing responsiveness, and providing an overall better customer experience.