Connected distribution in action: Lessons from USAA's digital transformation journey, presented by bolt

Wednesday, September 30, 2026
Innovation Through Growth
FormatFireside Chat
How can agencies modernize distribution, improve agent efficiency, and deliver a better customer experience without disrupting the way teams work?
 
USAA and bolt have partnered to create a more connected distribution model, bringing carrier access, quoting capabilities, and workflow automation directly into the Salesforce environment agents use every day. By reducing friction between systems and simplifying key distribution processes, agents can access multi-carrier solutions, engage customers more effectively, and move from prospect to quote with greater speed and consistency.
 
Join USAA and bolt for a discussion on how modern platform architecture, integrated workflows, and intelligent automation are helping agents work more efficiently, improve customer engagement, and support scalable, profitable growth.
Speakers
Stefanie Godfrey
Stefanie Godfrey, Executive Director, Agency Product & Operations - USAA
Dave Rose
Dave Rose, Head of bolt Agency - bolt