Benjamin Turner & Thomas Swire: Salesforce: More than just a CRM (325)

InsTech - insurance & innovation with Matthew Grant

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 for 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 include:

• 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

If you like what you’re hearing, please leave us a review on whichever platform you use or contact Matthew Grant on LinkedIn.

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Continuing Professional Development

This InsTech Podcast Episode is accredited by the Chartered Insurance Institute (CII). By listening, you can claim up to 0.5 hours towards your CPD scheme.

By the end of this podcast, you should be able to meet the following Learning Objectives:

• Describe how Salesforce operates in the insurance sector and the benefit of pre-built templates
• Specify how a CRM system can be a strong foundation for building an underwriting workbench
• Explain how ecosystems work and how do you pick a successful partner

If your organisation is a member of InsTech and you would like to receive a quarterly summary of the CPD hours you have earned, visit the Episode 325 page of the InsTech website or email [e-mail] to let us know you have listened to this podcast.

To help us measure the impact of the learning, we would be grateful if you would take a minute to complete a quick feedback survey.