Ask it, and it acts

After a client meeting, the follow-up takes several Salesforce screens. This demo shows a producer asking the assistant beside her account page to create a cross-sell deal, log a debrief and book a meeting, with every change shown as a proposal and applied only when she clicks Yes.

Overview

This workflow is for producers at insurance agencies who work inside Salesforce. After a client meeting, the follow-up means several screens: a new deal, a call log, a task, a meeting. Most of it waits until the end of the day.

What you'll see

The demo is shot as a producer on a client's account page, with the assistant open beside it. First she asks it to create a medical cross-sell with a named primary contact and a colleague on the deal team, split 60/40. Before anything is saved, it shows the whole deal: the line, the stage, the starting agency revenue, the close date and the split. She clicks Yes and the deal is created with her colleague on the deal team. Next she debriefs in her own words: she met the benefits manager, the client wants medical quotes by Friday, and the next step is to request the employee census. It proposes a call log with her notes word for word, a next step on the new deal, a task to request the census by a date, and her notes added to the deal description. One Yes applies them all. Last, she asks for a meeting next week. It proposes the first open slot, a next step, and a confirmation email draft that is not sent, with a reminder. One more Yes books it. The video ends on the deal's next step and its activity, with the draft confirmation waiting for her to send.

How it works in Salesforce

The Agency Assistant is an Agentforce agent that sits beside Account, Opportunity, Lead and Case pages and hands each request to the right step. The deal comes from Create Route, a rules-based agent. The debrief comes from Meeting Debrief, an Agentforce agent that reads her words and proposes the updates. The meeting comes from Meeting Scheduler, a rules-based agent that books from the producer's calendar. The confirmation email is drafted only.

Where people stay in control

Each request becomes a proposal on the page. Nothing changes until the producer clicks Yes, typing yes applies nothing, and no email is sent by the assistant.

Configured for your organization

PS Advisory provides the Agency Assistant and the agents behind it as foundational agents in its Agentforce for Insurance accelerator, so your team starts from a working pattern rather than from scratch. They are configured for your Salesforce org, including the pages the assistant appears on and the records it can propose.

Live Salesforce screens. Client data is simulated.