Work Intake, Automated
Email arrives, structured work comes out. The AI reads, files, routes and assigns it
Related case study
AI Solutions for Insurance
Pick One And We'll Show You
The Command Center
The enterprise, distilled for leaders. It surfaces the few things that need a decision today
The Broker Portal
One portal for the whole broker cycle. Brokers learn, quote, sell and track commission in one place
Connected Insurance Lifecycle
Talk to an agent, get a quote. It configures, rates and quotes group benefits and financial lines
One Product Catalogue
Define a plan once, sell it everywhere. Product teams update every channel without writing code
The CPQ Agent
One lifecycle, one Salesforce experience. Agentforce runs onboarding, quote-to-bind, policy, claims and renewal
Salesforce
Partner And Custom Components