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Financial Services Cloud for Insurance

Featured Speakers:

Tina Jacoby, Insurance Solutions Specialist, Salesforce
Evan Groot, Insurance Solutions Specialist, Salesforce


Want to know the secret to achieving efficient growth that top insurers and brokerages have already tapped into? It’s Financial Services Cloud (FSC) for Insurance. With newly-expanded, purpose-built industry functionality that includes the capabilities of Sales and Service Cloud, Financial Services Cloud can help you drive efficiency, sales growth, and connected customer engagements.

Join our webinar to learn how FSC for Insurance can help grow your book of business, reduce expenses, and build deeper connections with policyholders. Attendees will learn how to:

  • Simplify and manage the entire sales cycle — from prospecting to up-selling and cross-selling
  • Automate and scale your manual sales processes, inspect pipelines and forecasts, connect customer touch points, and more
  • Manage critical touch points to provide seamless customer experiences including self-service, field service, and omni-channel communications

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