Agentforce Operations: AI-First Insurance

Commercial insurance intake — new business submissions, underwriting triage, policy issuance — is still running on email chains, PDFs, and manual handoffs. Submissions sit in inboxes for days. Brokers chase carriers. Underwriters open to incomplete files, not decision-ready ones.

In this demo, see how Agentforce Operations transforms a commercial submission intake process — from a manual, disconnected workflow to an AI-first process that runs around the clock, without the back-and-forth.

See how teams build a complete intake workflow in minutes, how purpose-built AI agents extract, verify, and triage submissions automatically, and how underwriters go from chasing paperwork — to opening a complete, enriched file ready for a decision.