Dreamforce '19 Circle of Success: Delivering Personalized Service to Brokers and Agents

Salesforce Insurance User Group (Virtual)
Tue, Nov 19, 2019, 4:00 PM (EST)

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!



Tuesday, Nov 19
4:00 PM - 4:40 PM (EST)


Marriot Marquis - Yerba Buena Salon 13
780 Mission Street San Francisco, CA94103

Group Leaders

  • Danielle Laffey

    Danielle Laffey



  • Monica Sandberg

    Monica Sandberg


    Community Group Leader

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