When I first started with an insurance, Robin, back in 2012 people were adamant that they wanted to use paper files. Now we’re talking about ingestion, we’re talking around augmented underwriting, we’re talking about workbenches. I think first and foremost, it just shows the level of pace and change within the insurance industry and how serious all our customers are really taking it at the minute.
Introduction
Ben Turner joked that he’d “be a rich man for every pound [he] had somebody asking” what Salesforce has to offer the insurance world.
Robin Merttens is joined this week by Ben Turner and Tom Swire at Salesforce, who touch on their journey to joining the company, the trouble with legacy systems and the exciting prospects of the future including an agency management system to be launched in 2025.
If you enjoyed this conversation and would like to hear more, our October evening event hosted in collaboration with Salesforce and Azur Technology was recorded. The videos will be available on our website soon.
Key Talking Points
- On working as an underwriter or in insurance market standards to joining Salesforce – the journey
- Salesforce’s place in insurance
- The importance of the workbench
- Case studies from the front line – N2G and Crux Underwriting
- The Salesforce approach to AI – creating your own bot
- Looking ahead to the future – all the exciting launches
- A match made in heaven – working with ecosystems and partners
- Transformation – making the unknown and scary just that tiny bit more familiar
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