Lockton Re, the reinsurance business of global brokerage group Lockton, has partnered with global digital transformation consultancy Synechron (formerly Cloobees) to launch Salesforce’s agent platform Agentforce 360 Platform.
The launch comes as the broker embraces artificial intelligence, specifically agent AI, as a core part of its current strategy. Synechron has deep expertise in Salesforce and enterprise artificial intelligence and worked closely with brokers to design and deploy the solution.
Lockton Re leverages Salesforce’s Financial Services Cloud (FSC) as its core system of record and integrates it natively with the Agentforce 360 platform. The reinsurer explains that this ensures agents are “grounded” in industry-specific data models and the full context of a business’s unique workflows and policies to achieve superior relationship management.
Following a successful proof-of-concept with a small sample size, Lockton Re is now rolling out the Agentforce 360 platform to its global sales team.
Lockton Re has been building multiple AI applications across its business and within its proprietary analytics platform, Lockton Re SAGE. However, this is the first time an autonomous artificial intelligence agent has been deployed to reason, make decisions and take action on trusted, non-personal enterprise data in Lockton Re’s global Salesforce environment.
Robert Bisset, CEO of Lockton Re North America, said: “Agentforce will support the streamlining of some of our sales activities and the creation of more informed and digitally enabled brokerage teams. Many of our client teams are truly global teams, so the ability to share and connect digitally is a key part of what sets Lockton Re apart from the competition.”
“Since Lockton Re launched as a global reinsurance platform in 2019, one of the core pillars of the business has been to be ‘born digital’. We continue to use artificial intelligence and innovation as part of this ethos, focusing on digital infrastructure and leveraging the technology to support our customers, partners and colleagues.”
Ben Turner, Assistant Vice President of Insurance at Salesforce, added: “Lockton Re is a perfect example of Agentic Enterprise. By bringing people, data, AI and applications together on a unified platform, they are able to drive growth at a new scale. This partnership highlights Agentforce’s transformative impact in the insurance industry, driving more efficient operations and enhancing customer service through trusted, enterprise-grade AI.”
Ben Granger-Holcombe, director of insurance at Synechron, said: “It’s always exciting to work with a forward-thinking and innovative organization like Lockton Re, who immediately saw the potential of the Agentforce 360 platform and worked with our global AI practice to create something truly transformative for their brokers.”
Nidhi Howell, head of business technology at Lockton Re International, concluded: “At Lockton Re we believe that AI is about enhancing, extending and supporting the expertise and capabilities of our colleagues and tools, rather than replacing them. We have always been focused on our digital journey and the launch of Agentforce is part of our wider strategy to continuously integrate or build the right cutting-edge digital tools to unlock value, improve customer service and solidify our position as an industry innovator.”
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