As Silverline’s Principal for Insurance Solution and co-leader of the Salesforce Insurance Community Group, I’m looking forward to everything Dreamforce 2019 has in store for those in the insurance space. I’ve highlighted everything you need to know to make the most of #DF19: tips, tricks, and must-see financial services and insurance sessions.
My tips and tricks for a successful Dreamforce 2019
- Prioritize hands-on workshops and partner/customer theaters in expo halls over sessions.
- Sessions are recorded, so if you miss something, there is no need to worry.
- Networking and relationships matter.
- Hands-on is the best learning experience; make sure to get involved in the sessions.
- Put on your walkin’ shoes.
- The Dreamforce campus spans several city blocks, including hotels, convention centers, and shopping malls.
- Don’t wait; pay attention to where your sessions are located when you schedule them.
- Don’t overdo it!
- Visit Admin Meadow, Security Station, and Community Cove.
- Community Leaders and MVPs are there to answer all your questions!
- Use Prebuilt Trail Maps.
- Agenda Builder Trail Maps
- Insurance Trail Map
- Ditch the laptop! Bring your tablets, phones, and all the charging cords you own.
- Don’t forget your business cards.
- Reach out and schedule meetings in advance!
- Request LinkedIn connections and schedule meetups.
- Make reservations for restaurants ASAP!
Sessions I recommend you check out at #DF19:
Time: Tuesday, November 19 | 8:00 AM – 8:40 AM
Location: InterContinental Hotel, Union Square
Description: Open APIs and data standards are poised to revolutionize the world of insurance distribution. In this session, learn how Financial Service Cloud can help insurers optimize distribution by analyzing performance, improving productivity and executing segmentation. See how Salesforce and its partners are helping insurers catapult themselves to the future of ecosystem-driven, multi-channel distribution.
Time: Tuesday, November 19 | 4:00 PM – 4:40 PM
Location: Marriott Marquis, Yerba Buena Salon 13
Description: Circles of Success are first-come, first-serve and have limited capacity. In this interactive, roundtable discussion with fellow customers, we will discuss best practices for engaging with Insurance Brokers and Agents. We will also cover how to face challenges when engaging with the Broker and Agent communities.
Time: Tuesday, November 19 | 9:30 AM – 9:50 AM
Location: Moscone South, Campground | Village Theater
As customer expectations are defined by companies like Amazon and Uber, an insurer’s ability to grow is critically dependent on how easy partners find it to do business with them. Learn how Travelers is leveraging the Salesforce platform to provide its business partners with easy-to-adopt experiences. Taking an aggressive delivery approach, Travelers ensured that they focused on experience, got to market quickly, and drove transformative results by putting the customers at the center of everything that they do.
Time: Tuesday, November 19 | 11:30 AM – 11:50 AM
Location: InterContinental Hotel, Industries Theater
Description: Interested in Financial Services Cloud? Learn how to quantify the business impact of using Financial Services Cloud, which comes with all the features in Sales Cloud and Service Cloud, plus an out of the box industry-specific framework and business capabilities.
Time: Wednesday, November 20 | 8:30 AM – 9:10 AM
Location: InterContinental Hotel, Grand Ballroom A-B
Description: Insurers are building customer-centric and end-to-end digital strategies that are based on trust, transparency, and convenience. In this session, learn how Financial Services Cloud is bringing policyholders, insurers, and agents together through exciting new innovations in insurance. See how leading insurers are leveraging the power of the platform to deliver a unified customer experience across lines of business and functional silos.
Time: Wednesday, November 20 | 3:00 PM – 4:00 PM
Location: Moscone West, Level 3 | Keynote Room
Description: The global financial services industry is grappling with evolving customer expectations, emerging regulations, and disruptive new entrants. Yet there are also unprecedented opportunities to accelerate digital transformation and inspire customer trust. In this keynote, find out how Salesforce is helping financial services firms maximize these opportunities and achieve 147% greater ROI with Financial Services Cloud. State Farm and Barclays will share how they are using Financial Services Cloud to create a 360-degree view of their customers, and you’ll see how new innovations for mortgage and insurance are ushering in the latest chapter in unified financial services. Good Return will also tell their inspirational story of enabling economic empowerment with help from the Salesforce Customer 360 platform.
Time: Thursday, November 21 | 8:00 AM – 8:20 AM
Location: InterContinental Hotel, Industries Theater
Description: Leading insurers like Amica are trying to deliver unified customer experiences across lines of business and functional silos. Join this session to see how Amica is leveraging the Salesforce-Guidewire partnership and MuleSoft to deliver a seamless, end-to-end experience for its valued customers.
Lastly, don’t forget to RSVP to the Insurance Networking Lunch at Dreamforce!
Time: Thursday, November 21 | 12:00 PM
Location: Black Hammer Brewing, 544 Bryant Street, San Francisco, CA 94107
Be sure to follow Silverline on social media at @silverlinecrm to keep up with #DF19 in real time.