From a conversation to a complete deal

Setting up a new prospect often waits until the evening, and every producer does it differently. This demo shows a producer telling Microsoft Copilot about a new opportunity in her own words, the assistant asking only what is missing, and the complete deal created in Salesforce only after she says yes.

Overview

This video is for producers who meet prospects and clients at events, on calls and in meetings. Setting each new opportunity up in the system often waits until the end of the day, if it happens at all, and every producer does it a little differently.

What you'll see

The producer works in Microsoft Copilot, using the PS Advisory Salesforce assistant. She tells it who she is, and it replies with a summary of her day. She then describes what happened in her own words: she met a contact at an existing client, and they want cyber coverage. The assistant checks what is already on file, recognises the opportunity as account rounding, and finds the contact already on the account. It notes a possible personal lines opportunity but creates nothing unless she keeps it. It then asks only what it cannot work out, one question at a time: the current carrier and expiration date, the approximate agency revenue, and when she expects a decision. Before anything is saved, it shows a proposal: the deal, the expiration date with the incumbent carrier, the contact as primary decision maker, a next step, a call log and follow-up tasks. She says yes, and the records are created. In Salesforce, the new deal is there as proposed, with the contact on it and the call on its activity.

How it works in Salesforce

Guided Intake, an Agentforce agent, reads the producer's words and checks them against the accounts, contacts, open deals and policies she names, together with intake questions that sales operations can configure. It drafts a proposal and writes nothing until she agrees. On yes, it creates the opportunity, the contact role, the next step, the call log and the follow-up tasks in Salesforce. Nothing is sent to the client.

Where people stay in control

Every record is shown in a proposal before it is created, and nothing is saved without the producer's yes. Suggested extra opportunities are created only if she keeps them. In the demo a presenter acts as the producer; in practice each producer signs in as themselves.

Configured for your organization

PS Advisory provides Guided Intake as a foundational agent in its Agentforce for Insurance accelerator. The intake questions, opportunity types and the records it proposes can be configured for your Salesforce org, so every new opportunity is set up the same complete way.

Live Microsoft Copilot and Salesforce screens. Client data is simulated.