Salesforce for Insurance:
Unifying the Customer Experience


Check out how leading insurers are leveraging the power of the Salesforce platform to streamline processes, quickly scale operations, and boost productivity to deliver a unified customer experience across lines of business and functional silos.


What we’ll cover

Intro to Salesforce for Insurance

Everything you need to know about Salesforce for Insurance to meet your ever-increasing customer expectations.

Integrating AMS with Salesforce

How integration to common AMS platforms allows organizations to automate workflows to make agents more efficient, enabling them to provide the unified customer experience that buyers expect.

Agent Engagement and Experience

See how reduction of manual processes will allow agents to begin selling faster, uncover new opportunities and generate more revenue.

Commissions and Reporting

Reduction learn more about commissions are managed directly within Salesforce and how tailored dashboards and reports provide a 360 degree view of all the agencies within your value chain.

Implementation Insights with Access Global Group

Hear all the insights gained from a partner with deep industry knowledge paired with proven Salesforce expertise with thousands of successful projects completed.
What industry experts will be speaking

Vamsi Bollineni
Senior Architect AGG
Access Global Group

Mathew Horne
Vp of Sales
Access Global Group

Tom King

Tom King

Whitney Dimattina

Whitney Dimattina
Solutions Engineer

Travis Conley

Travis Conley


How do I join this webinar?

Sign up for the webinar in the registration form at the top of this page. You’ll receive al the details to the webinar via email.

Which webinar broadcasting service will be used?

For this webinar Zoom will be used for hosting. If you do not have a zoom account, a free account is available here.

Will a recording be provided prior to the event?

Yes, after the webinars complition, you will receive an email with a link to the recording.

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