Deals that don't drift

Deals rarely fail at once; their closing dates slip a week at a time. This demo shows a regional sales leader's Salesforce view: overdue deals on her Home, stage guidance and closing-date history on a deal, time-in-stage reporting, and scheduled flags from the Deal Hygiene agent with a suggested next step.

Overview

For regional sales leaders and managing directors at insurance agencies who keep their producers' deals moving. Deals tend to slip a week at a time until the forecast is wrong, and finding them usually means building a report.

What you'll see

The demo is shot as a regional managing director with three producers. Her Home, written by the Daily Briefing agent, shows nine deals past their closing date. One general liability deal in needs analysis shows how each line of business has its own stages, with guidance on what must happen before the deal moves on, such as collecting exposures and five years of loss runs, then completing the applications. The deal's summary warns that the closing date has moved twice and that there is no decision maker yet, and the history keeps every closing-date change with the day it changed. A report across her region shows how long deals sit in each stage, by line and by producer, showing where deals stall. Finally, deals past their closing date are flagged on her Home each morning with a suggested next step, and her call list starts with the producer who owns the oldest.

How it works in Salesforce

Sales paths with stage guidance, field history and reports are standard Salesforce, configured here with stages for each line of business. Deal Hygiene is an Agentforce agent that checks every deal on a configured schedule (6:00 AM in this demo), flags those past their closing date and suggests the next step, such as following up to confirm a decision or drafting renewal outreach. Daily Briefing writes the leader's Home briefing each morning. Both agents read and recommend; neither changes the deal.

Where people stay in control

The flags are suggestions. The leader and producer decide the follow-up, and any outreach is drafted for a person to send.

Configured for your organization

PS Advisory configures the stages and guidance for your lines of business, and provides Deal Hygiene and Daily Briefing as foundational agents, tuned to your rules for when a deal counts as slipping.

Live Salesforce screens. Client data is simulated; in this demo the flags are raised early each morning.