Broker context, without the searching
Connect broker firms, groups and contacts with relationship ownership, appetite notes and activity history.
Salesforce for insurance
Broker relationships and renewals in one view.
Bring broker activity, submissions and renewals into a clearer operating view. We help insurance teams shape Salesforce around their relationships, responsibilities and existing platforms.
Where Salesforce can help
See the relationship behind each submission.
Submissions with a visible next action
Track progress, document requests and responsibility so teams can see what is ready and what still needs attention.
Renewals that stay on the radar
Bring renewal dates, follow-up tasks and service conversations into a shared view.
Reporting built around the relationship
Explore pipeline and broker activity together, with agreed definitions and useful views for relationship managers.
Broker workflow
From broker enquiry to a managed renewal
- 01
Enquiry
Record the broker, requirement and owner.
- 02
Submission
Gather information and track outstanding items.
- 03
Specialist hand-off
Pass the agreed information to the underwriting or trading team.
- 04
Renewal
Keep relationship activity and follow-up visible.
Salesforce can coordinate relationships and workflow alongside core underwriting, policy and trading systems. Integration, permissions and ownership need to be designed around those systems—not assumed.
AI assistance
Brief your relationship managers.
We choose between Agentforce, a custom assistant and conventional automation based on the task. MCP can connect an assistant to permitted tools and data, with review before any agreed action.
Explore AI and MCP setupAn AI use case
Prepare the relationship brief
An assistant could assemble permitted broker activity, open submissions and upcoming renewals into a short briefing. The relationship manager reviews the source information before acting.
Draft for human review · Access limited to permitted information
Working with Forgemoor
Salesforce support for insurance teams.
We can review your current CRM, implement Salesforce or connect it to a specialist system. Our consultants use early prototypes to test the design with your team.
Where does your broker journey lose momentum?
Let’s explore the process, the systems around it and a practical first improvement.