Benjamin Turner & Thomas Swire: Salesforce: More than just a CRM (325)

InsTech - insurance & innovation with Matthew Grant

InsTech

Entrepreneurship, Investing, Business

4.8 • 50 Ratings

🗓️ 20 October 2024

⏱️ 23 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Ben Turner joked that he’d “be a rich man for every pound [he] had somebody asking” what Salesforce has to offer the insurance world. Robin Merttens is joined this week by Ben Turner and Tom Swire at Salesforce, who touch on their journey to joining the company, the trouble with legacy systems and the exciting prospects for the future including an agency management system to be launched in 2025. If you enjoyed this conversation and would like to hear more, our October evening event hosted in collaboration with Salesforce and Azur Technology was recorded. The videos will be available on our website soon. Key talking points include: On working as an underwriter or in insurance market standards to joining Salesforce - the journey Salesforce’s place in insurance The importance of the workbench Case studies from the front line - N2G and Crux Underwriting The Salesforce approach to AI - creating your own bot Looking ahead to the future - all the exciting launches A match made in heaven - working with ecosystems and partners Transformation - making the unknown and scary just that tiny bit more familiar If you like what you’re hearing, please leave us a review on whichever platform you use or contact Matthew Grant on LinkedIn. Sign up to the InsTech newsletter for a fresh view on the world every Wednesday morning. Continuing Professional Development This InsTech Podcast Episode is accredited by the Chartered Insurance Institute (CII). By listening, you can claim up to 0.5 hours towards your CPD scheme. By the end of this podcast, you should be able to meet the following Learning Objectives: Describe how Salesforce operates in the insurance sector and the benefit of pre-built templates Specify how a CRM system can be a strong foundation for building an underwriting workbench Explain how ecosystems work and how do you pick a successful partner If your organisation is a member of InsTech and you would like to receive a quarterly summary of the CPD hours you have earned, visit the Episode 325 page of the InsTech website or email [email protected] to let us know you have listened to this podcast. To help us measure the impact of the learning, we would be grateful if you would take a minute to complete a quick feedback survey.

Transcript

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0:00.0	Good morning, good afternoon and welcome back.
0:11.4	Zoya, podcast producer here.
0:13.2	From small startups to big household names, we cover it all on the Insect podcast.
0:18.2	This week, Robin Merton speaks to Ben Turner and Tom Swire from Salesforce on
0:22.5	the company's offering in the insurance sector. Covering all from driving innovation, examples from
0:28.3	current companies using Salesforce and exciting announcements for the year ahead. This is not our first
0:34.3	conversation with Salesforce recently. If you missed our evening event held in collaboration of Salesforce
0:39.1	and is your technology last Thursday,
0:41.7	videos will be released on the website soon,
0:43.9	so keep your eyes peeled for that.
0:46.0	For more information on who we are and what we do at InstTech,
0:49.6	take a look at InstTech.com to find out what others are doing
0:52.7	and want to share with the world.
0:54.3	That's pretty much it. Now let's see what Robin, Tom and Ben had to say.
1:08.2	Welcome to this week's Intertech podcast. Sometimes our podcasts are with very small companies and with a founder and a few employees doing something exciting in insurance.
1:17.6	Sometimes we meet really big companies so they don't come much bigger than Salesforce.
1:22.6	And I've got with me, Tom Swire, who's the Enterprise Account Director, Salesforce, and Ben Turner, who's
1:28.7	the area VP for insurance. Tom and Ben, welcome. Great to be here, Robin. Thanks for having us.
1:35.1	Yeah, thanks for Ben. First of all, we have to establish what your roles are because they're all very
1:38.6	complicated. So I'm going to start with you, Ben. What is it you do at Salesforce? Yeah, so I lead
1:44.0	our insurance business in the UK.
1:46.4	So what that means in practical terms is I lead our sales team. I create and execute our go-to-market
	...

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