28 agents, ready on day one

Most agencies start Agentforce with a blank org and a long list of ideas. This recording tours a library of 28 foundational agents built for an insurance agency in Salesforce, filtering them by role and by how they start, opening one agent's card, and showing how the library is configured for your org.

Overview

This recording is for insurance agency leaders and Salesforce teams deciding where to start with Agentforce. It is a tour of an agent library, not a demonstration of one agent's workflow.

What you'll see

Shot as a sales leader and then as the Salesforce admin, the recording opens the Agent Catalog, an app inside the Salesforce demonstration org. It filters the agents by person, showing only those that work for a sales leader, and then by how they start, showing those that run on a schedule and those that run once a week. It opens one card, the Cross-Sell Finder, to show what each card records: what the agent does, when it runs, and who decides before anything changes. It then shows where the library is configured in Setup and Prompt Builder.

How it works in Salesforce

The library is meant to be adjusted rather than fixed. The lines of coverage an agency sells, and the practice each belongs to, are kept in a table the admin edits in Setup. What each agent writes, and how, is plain-English instruction in Prompt Builder. When each agent runs is a configured schedule or a trigger, such as a document arriving.

Where people stay in control

Each card states who decides before anything changes. On the card shown, the agent raises a coverage gap and the producer clicks to create the deal; other agents have their own review points, described on their cards.

Getting it into your org

PS Advisory deploys the library to your sandbox, connects your data, and tunes the rules and instructions to your agency. You then switch on a few agents and add more as they prove themselves. It requires the right Salesforce edition, Agentforce licensing, and your policies and renewals in Salesforce.

Configured for your organization

The library is the foundation of PS Advisory's Agentforce for Insurance accelerator, so your team starts from agents that are already built and documented rather than from scratch.

The catalog shown is the in-org version used in the recording; the public PS Advisory Accelerator page is a simpler list of the agents.

Live Salesforce screens and setup. Client data is simulated.