Renewal workbooks in a minute

Carrier renewal and quote workbooks for group benefits clients arrive in different layouts and are often retyped by hand. This demo shows Agentforce in Salesforce reading three carrier workbooks and an employee census, proposing a mapping column by column, checking the carrier's math, and loading the data onto the renewal deal after a person approves.

Overview

This workflow is for employee benefits teams at insurance agencies and brokerages. Every renewal season, each carrier sends its own renewal or quote workbook for every group client: premiums by line, rate guarantees and the employee census, each laid out differently. When someone retypes them, a renewal increase can surface late, leaving less time to market the account.

What you'll see

The demo is shot as a producer working one group client's renewal. Four Excel workbooks arrive: a renewal from one carrier, quotes from two others, and a census of 50 employees. Their layouts differ. One lists plans down the page, one states premiums in thousands with two-row headers and tiers running across, and one puts every rate on a single flat tab. The producer uploads all four to the renewal opportunity, and the Renewal Workbook Intake agent, built on Agentforce, proposes a mapping for each. The producer reviews each workbook, saves the approved mappings as carrier templates and loads the data. The video follows one value from spreadsheet cell to Salesforce field, compares the three carriers in the same columns, and ends with next season's workbook from the same carrier mapping instantly from its saved template.

How it works in Salesforce

A parser finds the tables on each tab (census, rates, renewal summary) without using AI. The AI then proposes where each column belongs, with a confidence level and a reason, and recognises premiums stated in thousands so they are scaled correctly. The AI writes the mapping, not the data: Salesforce applies the approved mapping to every row. Salesforce then checks the carrier's own math, confirming that rates times enrollment equal the premium and that the lines add up to the total.

On load, the renewal terms for each line become carrier renewal offers on the opportunity (a PS Advisory configured object), and each employee's plan and tier is written to the group census records in Financial Services Cloud. The deal then shows the change in the medical renewal. When a known layout comes back, the saved template maps it with no AI call, and the checks still run.

The mapping process gives the AI a profile of each workbook, not the workbook itself, to propose column mappings. Privacy filtering is designed to keep the values of recognized personal-data fields, such as employee names, dates of birth and salaries, out of the AI prompt.

Where people stay in control

Nothing loads until a person reviews the workbook and clicks to load it. The producer approves each mapping and decides whether to save it as a template for that carrier. Moving the renewal into marketing is a separate click by the producer.

Configured for your organization

PS Advisory provides Renewal Workbook Intake as a foundational agent in its Agentforce for Insurance accelerator, so your team starts from a working pattern rather than from scratch. It is configured for your Salesforce org, including the fields that mappings target, the checks applied, and the carrier templates your team builds up as workbooks arrive.

Live Salesforce screens. Carrier workbooks and client data are simulated.