Interface with Salesforce and AMS360 directly from Slack

Watch a broker run their entire book from Slack: query Salesforce opportunities, pull AMS360 policies, find coverage gaps, and write opportunities back to Salesforce, all in one conversation.

Brokers spend their day jumping between Salesforce and their AMS. This demo shows what happens when AI closes that gap.

From a single Slack conversation, a broker can:

- Pull their top opportunities from Salesforce

- Look up a customer's policies in AMS360

- Identify policies expiring in the next 90 days

- Run AI analysis across both systems to find coverage gaps and cross-sell opportunities

- Create a new Salesforce opportunity (with rationale) or follow-up task, written back automatically

The point isn't another chatbot. It's a working agent that reasons across the two systems brokers actually use, takes action, and saves the rep from the 20 clicks it would otherwise take. Built on Agentforce, grounded in real broker data, deployed where the team already works.