Join us —  Sept 14, 2021

Salesforce Insurance Portal Webinar

/Webinar Details

A Financial Services Webinar

Sept 14


11:00AM - 12:00PM PST

2:00PM - 3:00PM EST

/Presented By


Traction logo


Salesforce logo

Join Financial Services leaders from Salesforce and Traction on Demand for a thought-provoking webinar centered on how technology and operations within Insurance Agencies and Brokerage are driving digital transformation through the headwinds of the pandemic.

Now more than ever, insurance agencies and brokers need to transform their businesses to support and connect with their customers and partners. Salesforce enables these firms to build trust by unifying the customer experience with purpose-built industry functionality to achieve faster time to value at every interaction.

In this webinar, we will cover how to plan and implement a Digital Portal Strategy to Service, Retain and Grow Your Customers in an ultra competitive marketplace by:

  • Leveraging an omnichannel strategy for customer engagement
  • Automating interactions and service with AI-enhanced capabilities
  • Implementing a data-driven strategy to learn, iterate and improve your portal’s impact

This is an exciting opportunity to learn about how others in the Insurance industry have met digital transformation head-on with the newest innovations with Salesforce specifically tailored for your use cases.


Featured Speakers:

Aaron Zuccolin, VP, Industry Solutions, Traction on Demand

Tom King, Director of Insurance, Salesforce

Tim Miller, Principal Consultant, TLM Management Ltd.

/ Register for the Webinar

/ Traction on Demand Experts

Laura Bibbo

Nonprofit Principal Strategist, Traction on Demand

Karisa Booth

Marketing Automation Architect, Traction on Demand

Adam Coppin

Nonprofit Solution Architect, Traction on Demand

Emily Eakin

Nonprofit Principal Strategist, Traction on Demand

/ About Your Hosts

Traction on Demand is one of North America's largest dedicated Salesforce consulting firms delivering cross-platform solutions and standalone SaaS products. Our mission is to grow the Salesforce ecosystem by empowering people and enabling organizations.

5+SaaS Applications
3000+Unique Customers
50%YoY Growth