Claims are getting more expensive, policyholders are getting less patient, and both problems are landing on the same desk. Climate-driven catastrophe losses keep pushing loss ratios up, fraud is getting harder to catch, and the customer who used to accept a two-week quote turnaround now expects an answer before they finish their coffee. Dreamforce 2026, running September 15-17 in San Francisco under the theme "Becoming an Agentic Enterprise," is where carriers will find out whether their AI pilots can actually hold up against claims triage, underwriting, and policy servicing at real volume. That's the test running through the sessions below.
Dreamforce 2026: Your guide for Insurance
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Dreamforce 2026 sessions for insurance
These are the sessions and the Zenn Lounge panel we'd point insurance leaders toward first.
Financial Services Keynote: Your Pilot-to-Profit Playbook
Keynote | Intermediate Wed, Sept 16 | 9:15 - 10:05 AM PDT | Moscone West, L3, Keynote - Room 3001
First come, first seated Why does AI scale at some financial services firms but stall at others? Salesforce's SVP & GM of Financial Services, Eran Agrios, joins the SVP of North America FINS Enterprise and the product team to lay out what separates the firms actually scaling AI from the ones still stuck experimenting. This is the marquee financial services session every year, and worth building your first day around.
Insurance Panel & Networking
Zenn Lounge panel | Sept 16 | 1:30 - 2:30 PM
Some carriers now turn a submission into a quote in minutes, and brokers notice. Insurance leaders talk plainly about where that speed actually comes from, pointing to cleaner data, modern workflows, and the unglamorous work of getting risk and compliance comfortable along the way. Space is limited and reserved for insurance professionals.
Agentic Insurance Unlocked: Data, Scale, and Growth
Breakout | Advanced Wed, Sept 16 | 2:30 - 3:10 PM PDT | Metreon AMC, L3, Theatre 13
First come, first seated AI agents are only as strong as their data foundation. Singlife's SVP of Portfolio Management, Venessa Tan, and American Family Insurance's Principal Digital and Technology Product Manager, Abhi Bitra, join Salesforce to show how leading insurance firms unlocked producer productivity, policyholder retention, and scale without replacing the systems they already run. Two real carriers in one room, which is the rarest thing on any Dreamforce agenda.
Roadmap Session: Agentforce Innovations for Insurance
Breakout | Intermediate Offered twice: Tue, Sept 15 | 2:30 - 3:10 PM PDT, or Thu, Sept 17 | 9:30 - 10:10 AM PDT | Metreon AMC, L3, Theatre 13
First come, first seated An exclusive look at what's new across Digital Insurance, Insurance for Brokerages, and Agentforce Financial Services, from Salesforce's own product management team. Worth the seat if you want to see what's shipping before it's announced from the keynote stage.
Build Core Insurance Processes with Digital Insurance
Workshop | Advanced (bring your own laptop) Thu, Sept 17 | 2:30 - 3:30 PM PDT | Moscone West, L2, Room 2002
Reserved seating This one skips the slides. You'll leave with a fully configured insurance operation built on a unified, customer-centric platform, complete with Account 360, policy management, claims workflows, and a claims service agent.
Empower Insurance Agencies with a Turnkey Brokerage Solution
Theater | Beginner Wed, Sept 16 | 3:30 - 3:50 PM PDT | Moscone South, LL, Content Pavilion, Stage 8
First come, first seated Learn how independent and emerging agencies can scale productivity and drive retention with simplified deployment. A good fit if you're evaluating Salesforce for a smaller agency rather than a large carrier.
Where insurance leaders connect
Keynote Watch Party & Brunch: Brunch, bubbles, and big ideas
Tue, Sept 15 | 9:30 - 11:30 AM
Watch the DF26 keynote from a comfortable seat, with a delicious brunch, fresh coffee, and mimosas instead of a crowded hall.
Annual Women in Financial Services Panel & Cocktail Hour: Raise a glass to industry leaders Tue, Sept 15 | 3:00 - 5:00 PM
A panel discussion with women leaders across financial services, followed by wine, cheese, and conversation that outlasts the conference floor.
The Tequila Lounge
Wed, Sept 16 | 3:00 - 5:00 PM
A guided tasting of premium tequilas before Dreamfest, in a small-group setting built for real conversation.
Dreamfest Recovery Lounge
Thu, Sept 17 | 9:00 AM - 12:00 PM
Massage therapists, green juice, and a quiet corner for anyone who needs to wrap up email before the flight home.
Why this year matters for insurance
Insurance sits at an uncomfortable intersection right now. Climate risk keeps pushing claims costs up while policyholders keep demanding faster, more transparent service, and most carriers are trying to solve both problems with data that's still scattered across policy admin systems, claims platforms, and decades-old cores.
A few things make DF26 worth the trip:
- AI is moving past pilots. Claims triage, fraud detection, and underwriting assistance are showing up in production, not just roadmap slides.
- Embedded insurance is reshaping distribution. Products are showing up at the point of sale, in someone else's app, which changes what your data and integration layer need to support.
- Policyholder trust is the differentiator. Speed and transparency now matter as much as price in a market where switching carriers takes minutes.
Tips for getting the most out of DF26
Download the Salesforce Events app before you land. Room assignments and session times shift throughout the week, and the app is the fastest way to catch a change before you walk to the wrong building.
Book your hotel and flights as early as you can. San Francisco hotel rates spike hard during Dreamforce week, and anything walkable to Moscone tends to sell out first.
Reserve your seat in Agenda Builder as soon as it opens. Sessions with a named carrier speaker, like the Singlife and American Family Insurance panel, tend to fill first.
Bring a portable charger. Between badge scans, the events app, and a full day on your feet, most phones don't make it to 5 PM on one charge
Find your zen @ The Zenn Lounge
The Zenn Lounge is the home base for financial services at Dreamforce 2026: 360 3rd Street, San Francisco, open Tuesday and Wednesday from 8:00 AM to 5:00 PM and Thursday from 8:00 AM to 12:00 PM. Access is reserved for financial services professionals and current Zennify partners.
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