Ask in Teams. It acts in Salesforce. The work lands on the record. Done.
Producers, underwriting, and finance look up deals, surface what's stalled, hand off work, and act on CRM data in a normal Teams chat, with everything written straight back to Salesforce.
No new app. No new habit. Teams becomes the front door.
Built on and connected to the tools you already run
Revenue teams live in Teams all day, but the data and the process live in Salesforce. So people swivel between apps, chase each other over email for status, and lose context on handoffs. Broker Guide closes that gap by bringing Salesforce into the conversation.
It doesn't just answer, it does the work, and the work lands in Salesforce.
Broker Guide completes the work. It briefs you on a deal, creates the task, drafts the email, opens the case, and the work lands in Salesforce. It's a doer, not a Q&A bot.
Producers, underwriting, and finance live in Teams all day. Broker Guide brings Salesforce into that conversation, desktop or mobile, no new app, no new habit.
It runs as you, on the Einstein Trust Layer, scoped to your permissions. Sharing rules and field-level security are enforced on every read and write.
Every capability is a plain-language request away, right inside Microsoft Teams.
“Brief me on the Hartwell opportunity”, stage, amount, stakeholders, history, open tasks, and last activity, in seconds.
“What's blocking this deal?” The agent reads the record and tells you exactly what's holding it up.
“What's stalled and needs attention?” An honest pipeline view and a stalled-deal list, without chasing.
Leads, contacts, accounts, opportunities, and cases, created or updated just by describing them in plain language.
“Create a task for Judd in underwriting, due Friday”, created and assigned to that colleague on the record.
Add notes to the record so the next person picks up with full context, nothing lost in chat.
Drafts the email, shows it for review, and sends only on your explicit “send”, signed with your name.
Company news and overviews via web research, plus contact discovery and enrichment.
Configurable integration to your AMS, surface customers, policies, expiring coverage, and cross-sell gaps.
Plain language, in the app your team already uses all day, desktop or mobile.
On the Einstein Trust Layer, scoped to your permissions, and it takes the action.
The record changes instantly, and the answer comes back in your Teams chat.
In Teams, desktop and mobile, nothing to learn, no portal to log into. Adoption is near-zero-friction, and the assistant travels in your team's pocket.
The same Agentforce agent runs in Teams, Slack, and inside Salesforce, with identical logic and guardrails. Conversational, not a form, it figures out the records and the actions.
Reads and writes standard objects, Opportunities, Contacts & Contact Roles, Tasks, Notes, Cases, Leads. No custom data silo, no re-keying, no replatform.
For the IT, ops, and security stakeholders who need to know it's real, and it's governed.
Your data isn't used to train models, sensitive data is masked, and every prompt and response is audited.
Sharing rules and field-level security are enforced on every read and write. What a user can't do, Broker Guide can't do on their behalf.
A single-tenant bot with validated (JWT) ingress and secrets held in a managed key vault. Thin, single-purpose connector that's fast to deploy.
The Trust Layer governs the AI inside Salesforce; once delivered, the Teams message is covered by your existing M365 compliance.
Teams, not “yet another tool.”
Completes work and writes it back, not a Q&A bot.
Runs as the user, on the Einstein Trust Layer.
Teams + Salesforce, connected. No new system.
Producers, underwriting, PMs, and finance in one place.
Organizations running Microsoft Teams as the collaboration hub and Salesforce (incl. Financial Services Cloud) as the system of record, with high-touch, complex sales and service lifecycles (insurance, financial services, brokerages, wealth and benefits) where cross-team handoffs and deal-cycle time are real pain points. AI-curious but governance-sensitive buyers; the Trust Layer story is the unlock.