Insurance AI for Salesforce

Salesforce's AI products, like Einstein, are being implemented to help businesses utilize AI to run operations more efficiently. How can they impact independent insurance?

Jennifer Carroll and Matt Crane dive into specific use cases, like:

  • Handling customer requests for policy changes
  • Ensuring consistent and accurate responses
  • Predicting future needs based on current customer data

Also discussed: the importance of grounding AI with specific data and protecting privacy with Salesforce's trust layer.

Learn more about Salesforce's ongoing efforts to integrate advanced AI technologies into their platform, and how Veruna brings these directly to independent agents.

Keep the conversation going.

Before talking with Matt Crane we hosted a power-packed industry panel. Hear from USAA, Bickle Insurance Services, and AssuredPartners about dealing with the talent gap, integrating technology, opinions on AI and more.

Watch the Video

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