Transforming Insurance: Agentforce for Speciality Claims
What You’ll Learn:
- ✅ How Agentforce can interpret emails, identify the nature of a loss, and determine policy coverage in seconds.
- ✅ How to seamlessly generate a Claim based on coverage analysis.
- ✅ How Agentforce can condense lengthy claim details into clear, concise summaries for faster decision-making.
- ✅ How Agentforce drafts professional, customer-friendly claim updates in just a few clicks.
Speakers
Barney Haywood – Co-Founder, Futureform
Barney never intended for CRM to become his career, but nearly two decades later, here he is as the co-founder of Futureform. After working with Siebel for a few years, his head was turned by Salesforce, and once his eyes were opened to the capability of the platform, there was no turning back. He has been a Salesforce consultant in the UK and US, working with many of the largest and smallest Wealth Managers, Asset Managers, and Private Equity firms. As Futureform grows, Barney is excited about building a motivated and enthused team to help our customers on their Salesforce journeys.
Sarah Taplin – Consultant, Futureform
Sarah brings a unique and diverse background to her role as a Consultant. She began her career as an NHS Midwife, where her focus on care, attention to detail, and problem-solving were crucial. After several years in healthcare, she transitioned into recruitment, where she first encountered Salesforce and quickly discovered a passion for the platform’s ability to streamline processes and drive efficiency.
Since completing her Salesforce training in 2019, Sarah has never looked back. Now, as a Consultant at Futureform, she combines her varied professional experience—balancing care, communication, and technology—to help organisations unlock Salesforce’s full potential. Her unique background allows her to understand complex challenges from multiple perspectives, ensuring tailored, impactful solutions for her clients.