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Insurance in Transition: Lessons from Early FSC Innovators

Insurance leaders know modernization is overdue, but moving off legacy broker systems and siloed data isn’t easy. In this panel, hear from early adopters of Financial Services Cloud who are already proving the value of FSC for insurance brokerages and beyond.

Oct 14
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Oct 14, 2025
1:30 pm
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2:15 pm
201 3rd St, San Francisco

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Real strategies for insurers under pressure

Rising costs, new risks, and digital-first expectations are reshaping the insurance industry. Migrating to FSC can unlock scale, agility, and client-centricity, but it requires new ways of working.

This panel brings together insurance broker leaders and Zennify experts to share candid lessons from their FSC journeys, including early learnings on the new FSC for Insurance Brokerages product. You’ll hear how early innovators are navigating migration challenges, modernizing operations, and using Salesforce, AI, and data strategies to transform underwriting, claims, and distribution.

Expect candid discussion, practical lessons, and insights you won’t find on the main Dreamforce stage.

 What you’ll learn

  • First-hand lessons from insurance brokerages migrating to FSC
  • How to replace legacy broker technologies with modern, scalable platforms
  • Practical examples of insurers modernizing operations and client experiences
  • Insights into using AI and data to unlock growth and efficiency
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