From pilot to agentic operating system: Scaling profitably, presented by Salesforce

Wednesday, September 30, 2026
Innovation Through Growth
FormatPanel Discussion

The industry built systems of record. Agentic AI demands systems of action. Most pilots stall in that gap. Probabilistic models reason and recommend. Only deterministic rules and governed workflows turn judgment into execution, and only unified data makes either trustworthy. That is the shift from AI tools to an agentic operating system, where humans and agents share the same work. Hear carrier and brokerage leaders share insights on how AI is driving not only efficiency but growth. See how agentic AI works across underwriting, sales, service, and brokerage operations. Leave with a framework to advance from data foundation to enterprise scale.

Speakers
Cathy Lanning
Cathy Lanning, GM, FINS Customer Growth & Transformation - Salesforce
Evan Groot
Evan Groot, Managing Director, FINS Go To Market - Salesforce
James Webb
James Webb, Industry Solutions & Strategy Director, P&C Insurance - Salesforce
Regina Felts
Regina Felts, Head of Agency Technology - Comparion Insurance Agency