Dreamforce 2025: Your guide to Insurance

Zennify Team

The insurance industry is at a turning point. Policyholders expect seamless digital claims, agents want smarter tools, and distribution channels are multiplying. Meanwhile, rising claims severity, climate risk, and fraud continue to put pressure on profitability.

At Dreamforce 2025, insurers can see how Salesforce and its ecosystem are tackling these challenges head-on, from Financial Services Cloud to Agentforce and next-gen data platforms. It’s your chance to learn from early adopters, sharpen your strategy, and bring back actionable ideas to future-proof your business.

We’ve rounded up the sessions, panels, and events you won’t want to miss if insurance is your focus.

Dreamforce 2025 sessions for Insurance

The Dreamforce 2025 agenda is packed with content for insurance leaders. Here are a few we’re most excited about:

Seamless Digital Solutions: Transforming Disability Claims
Tuesday, Oct 14 | 3:30 - 3:50 PM | Moscone North, LL, Campground, Theater 2
Discover how a leading insurance company has revolutionized the disability claims process, launching a solution that connects and simplifies Customer 360 for an unparalleled digital experience.

Insurance Service with the Agentforce Advantage
Wednesday, Oct 15 | 9:00 – 9:20 AM | Moscone West, L2, Theater 18
See how Agentforce transforms insurance service with an out-of-the-box service console. Explore identity verification, 360-degree views & AI-driven guided actions to speed resolutions & reduce costs.

Transform Insurance by 2030: End-to-End Agentic AI Journey
Wednesday, Oct 15 | 10:00 – 10:45 AM | InterContinental, L5, InterContinental Ballroom C
Discover how insurers can connect data end-to-end to boost productivity, fuel AI, and deliver faster, smarter customer journeys.

Financial Services Keynote: Agentic Service, Limitless Growth
Wednesday, Oct 15 | 11:30 – 12:20 PM | Moscone South, LL, Keynote – Hall B
Built on trust and compliance, Salesforce shows how digital labor and AI agents can create new revenue, empower teams, and simplify work across financial services.

Innovation Roadmap: Insurance
Wednesday, Oct 15 | 2:30 – 3:15 PM | InterContinental, L5, InterContinental Ballroom B
Hear the Salesforce roadmap for insurance — built to help carriers and brokerages modernize, streamline operations, and deliver smarter, connected experiences across the policyholder journey.

Reimagine Insurance Brokerage with Agentforce
Thursday, Oct 16 | 10:30 – 10:50 AM | Moscone West, L2, Theater 18
Discover how Agentforce accelerates value across labor intensive tasks like agency billing to boost efficiency, freeing brokerages to focus on client relationships to drive growth and higher margins.

(Pro tip: use the Dreamforce Agenda Builder so you don’t miss these.)

Must-attend Zenn Lounge sessions for Insurance

Just steps from the Dreamforce campground, the Zenn Lounge is the hub for insurance-focused conversations at DF25. Here are the ones to put at the top of your list:

Optimization & FSC: Benchmarks, Bottlenecks, and Breakthroughs
Tuesday, Oct 14 | 12:00 – 12:45 PM | Zenn Lounge
Is your FSC stuck in neutral? Learn how to clear complexity, identify bottlenecks, and accelerate adoption. Lunch included!

Insurance in Transition: Lessons from Early FSC Innovators
Tuesday, Oct 14 | 1:30 - 2:15 PM | Zenn Lounge
See how early adopters of Financial Services Cloud are modernizing broker operations, simplifying data, and proving ROI.

From Data to Done: The Intelligent Operating Model for Marketers
Wednesday, Oct 15 | 8:30 – 9:15 AM | Zenn Lounge
For insurers with multiple lines of business, data-driven operating models can align marketing, distribution, and service to move faster. Breakfast included!

The Data Debate: Democratization with Data Cloud, Databricks, Snowflake, Azure
Wednesday, Oct 15 | 10:30 – 11:15 AM | Zenn Lounge
The ultimate data showdown. Leaders from top institutions debate interoperability, governance, and how to unlock innovation with the right data strategy.

Autonomous: The Road to AI-First Institutions
Wednesday, Oct 15 | 12:00 – 12:45 PM | Zenn Lounge
AI is moving from pilot projects to the operating core. This session explores what “AI-first” means for insurers, from underwriting to claims. Lunch included!

Where Insurance leaders connect

The Zenn Lounge isn’t just where the best sessions happen, it’s also the place to relax, recharge, and connect. From tailgate kickoff parties to intimate cocktail hours and recovery mornings, here’s what’s on tap:

The Financial Services DF25 Tailgate Welcome Party
Monday, Oct 13 | 6:00 – 9:00 PM
Start your Dreamforce week the right way: views, ice-cold drinks, hotdogs, churros, pretzels, and the friendliest crowd in financial services. This is where networking feels more like a block party.

Annual Women in Financial Services Cocktail Hour
Tuesday, Oct 14 | 3:00 – 5:00 PM
Raise a glass with some of the most inspiring women in the industry. Expect candid stories, fresh perspective, and a community vibe that goes way beyond small talk.

Dreamfest Recovery Room
Thursday, Oct 16 | 9:00 – 11:00 AM
Because after a night with thousands of your newest best friends, you’ll need it. Swing by for chair massages, green juice, and a zen space to recharge before heading home.

Explore the whole agenda

Why this year matters

For insurers, DF25 arrives at a critical moment:

Claims costs are rising: Catastrophes, inflation, and fraud are driving up loss ratios.
Policyholder trust is shifting: Customers expect transparency, personalization, and speed in every interaction.
New channels are emerging: Embedded insurance and digital distribution models are reshaping how products get to market.
AI is finally practical: From claims triage to fraud detection, insurers are moving beyond pilots and seeing real results.

The conversations happening at Dreamforce this year are less about theory and more about real, operational change.

Tips for getting the most out of DF25

Bring your toughest challenges: Whether it’s claims automation or underwriting efficiency, come ready to ask questions and compare notes.
Make the Zenn Lounge your home base: It’s where the insurance community will gather, learn, and recharge.
Network intentionally: The cocktail hours and roundtables are built for making connections that last.
Leave room for reflection: Carve out time between sessions to capture takeaways and turn inspiration into next steps.

Find your zen @ The Zenn Lounge

Looking for a place to reset between sessions? The Zenn Lounge is the heart of financial services at Dreamforce 2025. Stop by for expert panels, fintech demos, networking, and a view that beats any crowded hallway.

Register now