Start of the day

Sales leaders and producers at an insurance agency usually start the day by pulling several reports together. This demo shows the Daily Briefing agent writing each person's Salesforce Home briefing before they log in, from the agency-wide view to a producer's own calls, and booking a meeting from it.

Overview

For agency sales leaders and producers. Most sales days start by opening several reports, lining them up and working out where things stand and who needs a call. In this demo that work is done before anyone logs in, and each person gets a view of the same business that fits their role.

What you'll see

First, the Home page of a sales leader who runs two regions. Her briefing shows the agency's progress against its annual goal and how many weeks remain, a card for each region (won, goal, open pipeline and deals past their closing date, with one region marked as needing attention), every producer against goal and against the sales minimum, who to call today with the reason, and what is urgent.

Then a producer's Home. Her briefing covers only her own book: progress against her goal, her open pipeline, a renewal she needs to defend, what is urgent, and who to call, each with a one-line reason and a button to book a meeting or log a call. On another morning she clicks Book: the assistant offers three times from her calendar, she says yes, and the meeting and the deal's next step are recorded on the deal.

How it works in Salesforce

Daily Briefing is an Agentforce agent that runs on a configured schedule; in this demo it runs at 6:15 AM each morning. It reads the pipeline, renewals and activity already in Salesforce and writes a briefing for each person on their Home page. It recommends where to start; it does not change deals on its own. Booking from the briefing updates the deal's next step and adds the meeting to its activity.

Where people stay in control

The meeting is booked only after the producer accepts a time. The client confirmation is created as a draft, and nothing goes to the client until she sends it.

Configured for your organization

Daily Briefing is one of PS Advisory's foundational agents. It is configured for your org's roles, regions, goals and sales minimums, so leaders and producers see the measures your agency already manages to.

Live Salesforce screens. Client data is simulated; the briefing is written each morning.