Join Us For
An Exclusive Insurance Broking
Roundtable Conference
Limited Seats - (Entry by Invitation Only)
InsureSmartAgent: Take A Tour
Are you ready to elevate your insurance broking business? Join our exclusive roundtable event to discover how Cloud Analogy and Agentforce are revolutionizing insurance broking businesses to increase teams’ productivity, client management and operational efficiency.
This is a unique opportunity to connect with the insurance broking industry peers, share insights, and learn how humans with agents can enhance customer success together in driving growth, streamlining processes, and improving client and broker relationships.
When
& Where
16 January, 2025
06:30 PM to 10:00 PM IST
The Lalit - Mumbai, India
Who Should Attend?
This roundtable is designed for senior leaders, decision-makers, and professionals in the
insurance broking industry, including
CEOs
Head of IT, CTOs, General Manager - IT
Sales Directors/Vice President of Sales
CRM Heads
Product Head
Digital Transformation Leads
Why You Should Attend
Unlock the Power of AI in CRM
Learn how Agentforce's all-in-one AI and CRM capabilities are designed to cater specifically to the needs of the insurance broking industry. From lead generation to policy renewals, Agentforce simplifies every step of your client lifecycle.
Real-Time Case Studies
Hear firsthand from insurance professionals who have successfully implemented Agentforce CRM and transformed their workflows. See real-world examples of how the platform is driving efficiency and customer satisfaction.
Networking with Industry Leaders
Engage with a select group of senior decision-makers from top-tier insurance firms. Build meaningful connections and discuss challenges, trends, and best practices in the insurance space.
Interactive Discussions
Participate in candid conversations about the future of the insurance broker industry, and explore how AI is shaping the way companies interact with clients and prospects.
Expert Insights from Salesforce & Cloud Analogy Industry Leaders
Get exclusive access to the latest product updates, features, and innovations directly from the experts at Agentforce. Ask questions and gain deep insights into how the platform can be tailored to meet your business needs.
Agenda Highlights
06:30 PM – 07:00 PM
Registration, Tea & Networking
07:00 PM – 07:15 PM
Welcome Address by Salesforce, Cloud Analogy, and Synnex Group
07:15 PM – 07:45 PM
How Agentforce is Revolutionizing Insurance Broking Business and the Role of AI in Insurance Broking Industry
07:45 PM – 08:15 PM
Live Demo: InsureSmart CRM powered by Agentforce for Insurance Brokers
08:15 PM – 09:00 PM
Round-Table Discussion: Leveraging CRM to Drive Sales and Retention in Insurance Broking Companies
Collaborative sessions with peers to discuss industry challenges and opportunities, and how CRM systems and AI are playing a key role in the future of work in the insurance broking industry.09:00 PM – 09:15 PM
Closing Remarks Q&A with the Experts
A chance to get personalized advice from Salesforce and Cloud Analogy Team.09:15 PM onwards
Dinner with Cocktails & Networking
A Glimpse Of Our Success Stories
“Agentforce changed the way we do business. The digital tools have saved us time and improved client satisfaction.”
– [Client Name], Insurance Broker
“This event gave me a complete roadmap for implementing digital transformation in my business. Highly recommended!”
– [Client Name], Senior Agent
“Agentforce changed the way we do business. The digital tools have saved us time and improved client satisfaction.”
– [Client Name], Insurance Broker
Expert Speakers
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Jane Doe
Designer
A small river named Duden flows by their place and supplies it with the necessary
Jane Doe
Designer
A small river named Duden flows by their place and supplies it with the necessary
Jane Doe
Designer
A small river named Duden flows by their place and supplies it with the necessary
Jane Doe
Designer
A small river named Duden flows by their place and supplies it with the necessary
Jane Doe
Designer
A small river named Duden flows by their place and supplies it with the necessary
Jane Doe
Designer
A small river named Duden flows by their place and supplies it with the necessary
Jane Doe
Designer
A small river named Duden flows by their place and supplies it with the necessary