Dreamforce 2024 for insurance: Must-attend sessions

Zennify Team

Dreamforce 2024 is just around the corner, so what’s on your agenda to ensure you get the most out of the annual Salesforce conference?

As the insurance industry navigates regulatory changes, AI innovation, and shifting customer expectations, this year's event is more relevant than ever. However, with a packed agenda of sessions, events, and networking opportunities, planning can feel overwhelming. That's where this guide comes in.

We’ve carefully curated the must-attend experiences to help you focus on what's most important, ensuring you leave Dreamforce with actionable insights, innovative solutions, and valuable connections to tackle the challenges ahead.

Recommended Sessions for Insurance at Dreamforce 2024

A Vision for the Future: Salesforce Roadmap for Insurance
- Head to the Dreamforce campus to hear about the latest Salesforce product vision and roadmap for insurance. Be the first to see their future products in action, with live demos provided by their product managers.
- Where: Intercontinental, L5, Intercontinental Ballroom
- When: Tuesday, Sep 17th | 1:00 - 1:45 PM & Thursday, Sep 19th | 2:00 - 2:45 PM

Optimize Your Agency or Brokerage for Growth with Salesforce
- Discover how Salesforce's Financial Services Cloud insurance brokerage solution helps top retail-commercial insurance brokerages put clients at the center, uniting sales and account management.
- Where: Moscone South, LL, Content Pavilion, Stage 10
- When: Thursday, Sep 19th | 9:45 - 10:30 AM

Integrating CRM & KYC for Better Client Experience
- Learn how you can leverage Salesforce and AI-powered onboarding systems to cut the average 95-day KYC review process. Breakfast is provided.
- Where: Zenn Sky Lounge
- When: Tuesday, Sep 17th | 8:00 – 9:00 AM

Boost Insurance Profitability with Automation, Data, and AI
- Data insights and automation are key drivers of insurance carriers' profitable growth imperatives. Use prebuilt workflows and AI-powered insights to remove friction and grow your business.
- Where: Moscone West, L2, Industries Lodge Roundtable 5
- When: Tuesday, Sep 17th | 3:30 - 4:30 PM & Wednesday, Sep 18th | 1:00 - 2:00 PM & Thursday, Sep 19th | 11:30 - 12:30 PM

Optimizing CRM Efficiency for Insurance
- Lunch and learn. Discover practical strategies to ensure accurate and up-to-date CRM data in Salesforce by engaging frontline workers, leveraging APIs, implementing real-time updates, and maintaining data integrity.
- Where: Zenn Sky Lounge
- When: Tuesday, Sep 17th | 12:00 – 12:45 PM

Modernizing the Middle and Back Office
- Discover how to transform your operations by centralizing data, leveraging AI, and implementing predictive forecasting. This session provides actionable insights and real-world examples to help you streamline processes and enhance operational efficiency. Breakfast provided.
- Where: Zenn Sky Lounge
- When: Wednesday, Sep 18th | 8:00 – 9:00 AM

Mastering Modern Data Strategies
- Master your data strategy in 2025. Grab a tasty breakfast and discover how leading financial institutions are leveraging advanced data strategies to drive personalized customer experiences and operational efficiencies.
- Where: Thursday, Sep 19th | 8:00 – 9:00 AM
- When: Zenn Sky Lounge

Must-Attend Dreamforce 2024 Insurance Events & Happy Hours

Financial Services Community Appreciation Cocktail Hour
- After a busy day at Dreamforce, take a moment to unwind, connect with fellow financial services community members, and get ready for the evening ahead with Elton John.
- Details: Zenn Sky Lounge | Wednesday, Sep 18th | 4:00 – 5:00 PM

Women in Financial Services Panel and Cocktail Hour
- Head over to the Zenn Sky Lounge to hear some fantastic insight from women in financial services, all while enjoying some cocktails during their cocktail hour event!
- Details: Zenn Sky Lounge | Tuesday, Sep 17th, 4:00 – 5:00 PM

Dreamfest with Elton John
- He’s back! The recently retired Elton John is returning to stage to perform at this year’s Dreamfest. With this likely being one of Rocket Man’s last live shows, this is one you surely can’t miss!
- Details: The Giants Ballpark | Wednesday, Sep 18th, 6:00 - 9:30 PM

Salesforce Ben’s House of Cloud: Vice Edition
- A Dreamforce event list wouldn’t be complete without mentioning the annual Salesforce Ben party. Join the fun at The Grand for the ultimate after party, with food, drinks and music all night long!
- Details: The Grand | Tuesday, Sep 17th | 7:00 PM – late

Tips for Planning Your Dreamforce Experience

Prioritize Your Schedule: With so much to see and do, it's essential to prioritize the sessions and events most relevant to your institution's goals. Use the Dreamforce agenda builder to plan your days and ensure you don't miss out on key opportunities.
Network, Network, Network: Dreamforce is a unique opportunity to connect with industry peers, thought leaders, and Salesforce experts. Make the most of networking events, happy hours, and informal meetups to build relationships that can benefit your firm.
Go Off-Campus: The areas surrounding the Dreamforce campus are a treasure trove of unique, targeted experiences. From impactful sessions, to delicious (non-Dreamforce) breakfast/lunch options, take the time to explore the surrounding area and learn about the tools and services that can help your firm stay competitive in the digital age.
Take Breaks: Dreamforce can be overwhelming, so don't forget to take breaks and recharge. Find a quiet spot to relax, reflect on what you've learned, and plan your next move.

Looking for a home base? Find your Zen @The Zenn Sky Lounge: The Heart of Financial Services at DF24

Looking for a spot to relax and recharge (you and your devices)? Head to the Zenn Sky Lounge, your go-to spot for financial services at DF24!

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