The Future of Claims Intelligence

A CXO Roundtable at Dreamforce 2025, hosted by Teqfocus

About the session

Claims processing is often complex, manual, and prone to errors—leading to delays, rising costs, and poor customer experiences. By embedding AI-powered agents, insurers can streamline workflows, improve accuracy, and accelerate resolution.

This session explores how Agentforce is transforming claims management, turning it into a driver of efficiency, trust, and customer satisfaction.

An intimate CXO exchange served with elevated lunch and cocktails, blending strategy with meaningful networking

What You Can Expect

Streamlined claims intake, verification, and settlement powered by agents
Reduced errors and faster turnaround with AI-enhanced workflows
Improved customer experience through transparency and real-time updates

Why Now?

Rising claims volumes and regulatory pressures are making efficiency a board-level priority. With Salesforce Agentforce enabling automation and intelligence, insurers can finally bridge the gap between operational efficiency and customer trust—making claims a true differentiator.

Meet Your Host

Paul Risk is a financial services and insurance technology executive with 30+ years of experience leading Salesforce and cloud transformations.
At Teqfocus, he helps insurers modernize operations and customer engagement, drawing on senior roles at Accenture, Capgemini, AXA, and The Warranty Group.

❝ Claims are no longer a cost center—they are the new frontier of customer trust. Insurers that blend intelligent agents with human expertise will set the standard for speed, accuracy, and experience in the next era of claims management. ❞

Part of the Teqfocus CXO Summit Series

The CXO Roundtable at Dreamforce is part of the Teqfocus CXO Summit series—a monthly leadership forum where senior executives exchange ideas, share real-world challenges, and co-create the future of industry-specific digital transformation.