Data that stays clean

In a large book of business, small gaps such as a contact with no email or a policy with no coverage lines break things later. This demo shows a rules-based agent finding those gaps each morning, assigning each one to the person who owns the client, and offering a one-click fix where the answer is certain.

Overview

This workflow is for insurance agencies whose producers, account managers and sales leaders share one Salesforce book. Small gaps hide in a big book: a contact with no email address, a deal with no products, a policy with no coverage lines. Each one breaks something later, such as a renewal letter that never goes out.

What you'll see

The demo is shot as two producers and a sales leader. One producer opens a Fix task saying a client contact has no email address. Only she can find that address, so she opens the contact, types it in, saves, and marks the task complete. She could instead set the task aside with a reason, and that check then rests for 30 days. A second producer has an account with no industry, but its SIC code says retail. Because the answer is certain, she opens the fix, chooses to apply it now, and the agent reports one fix applied and her task closed. The sales leader then sees the agency's data quality score: how much of the book is complete out of what was checked, with a score for each person's book and a line for accounts, contacts, deals and policies.

How it works in Salesforce

Data Quality is a rules-based agent built with Flow and Apex, not generative AI. On a configured schedule, early each morning in this demo, it checks contacts, accounts, policies and deals against the agency's rules. For each gap it creates a Fix task for the record owner that says what to do. Where the correct value can be derived from data already on the record, such as an industry from a SIC code, it offers a one-click fix that updates the record when the owner applies it. Results feed a score the sales leader can read across the agency.

Where people stay in control

The record owner decides on every fix. Gaps that need human knowledge are fixed by the owner on the record. One-click fixes are applied only when the owner chooses to apply them, and an owner can set a check aside with a reason. Managers see the score but cannot apply fixes across producers' books.

Configured for your organization

PS Advisory provides Data Quality as a foundational agent in its Agentforce for Insurance accelerator, so your team starts from a working pattern rather than from scratch. The rules it checks are the agency's own and can be adjusted to the fields and records that matter to your business.

Live Salesforce screens. Client data is simulated.