October 14 - 16, 2025
Mandalay Bay, Las Vegas

2024 Agenda

How Insurance Firms Drive Award-Winning Customer Experiences with Data and AI Presented by Salesforce

October 16, 2024
Mandalay Bay Ballroom L
Customer Experience, Retention & Acquisition

In this session, discover how top insurance firms leverage CRM, AI, and data to drive award-winning policyholder, client, and agent satisfaction. Delve into real-world case studies illustrating how data-driven insights help personalize customer experiences at scale. Industry experts from Salesforce and top insurance carriers and brokerages will share actionable strategies to grow customer relationships. Additionally, you will see the latest innovations that help drive deeper connections with policyholders and partners while driving efficiencies across front-, middle-, and back-office operations.  

Speakers
Cathy Lanning
Cathy Lanning, Managing Director, Industry Business Consulting - Salesforce
Michelle Lewis
Michelle Lewis, Industry Solutions & Strategy Director, Insurance Brokerage & Agencies - Salesforce
Phillip Ostberg
Phillip Ostberg, Director, Product Management - Salesforce
Amri Raju
Amri Raju, Senior Director of CRM - The Baldwin Group
Vinod Srinivasan
Vinod Srinivasan, VP - Enterprise Data & Analytics - Travelers
Mark Bennett
Mark Bennett, SVP - Global Business Development - ACORD