CARRIER WEBINAR

Beyond CRM: Transforming Insurance Workflows

Learn practical ways to transform insurance workflows by creating data-driven wins — from Distribution to Underwriting and Contact Center.

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Only 5-10% of carriers consistently capture value from their data.

Is this a surprising wake-up call or a competitive opportunity in the making?

Join Miguel and Danny for a dynamic 30-minute session on how Salesforce goes beyond traditional CRM to modernize insurance workflows and operations.

They’ll share practical strategies, platform solutions, and real-world success stories to help carrier executives drive meaningful wins. Stick around for a live Q&A to get your questions answered!

📅 Save your spot! The session recording and follow-up whitepaper will be available exclusively to attendees.

Participants will discover how:

To create an agile middle office by building end-to-end policy processes with UX, business rules, and integrations
A top carrier uses AI agents to augment recruitment, application collection, and background checks
The Underwriting Workbench improves decision-making by analyzing risk and document generation
A Unified Customer View allows for more personalized interaction and omnichannel support, including Call Center

Miguel Edwards

CEO, FiveM Consulting

20 years of experience in insurance at carriers like Allstate, Kemper, and Pan-American.

Danny Varghese

President, Fortimize

Over 25 years of technical and Salesforce consulting experience in financial services.

Disclosures: This webinar may be recorded for quality and training purposes. By registering, you consent to the recording and agree to our privacy policy. The information shared is for general informational purposes only. Every insurance carrier’s needs are unique, and we strongly recommend scheduling a consultation to assess your specific requirements before making any decisions regarding products or solutions. Statistic Source.