Lockton Re, the reinsurance business of global broking group Lockton, has collaborated with Synechron (formerly known as Cloobees), a global digital transformation consulting firm, to launch the Agentforce 360 Platform, Salesforce’s agentic platform.
This launch comes as the broker embraces AI, and notably agentic AI as a core part of its current strategy. Synechron has deep expertise in Salesforce and enterprise AI, and has worked closely with the broker to design and deploy this solution.
Lockton Re leverages Salesforce’s Financial Services Cloud (FSC) as its core system of record and integrates it natively with the Agentforce 360 Platform. This ensures that agents are “grounded in” industry-specific data models and the full context of the business’s unique workflows and policies, to enable superior relationship management, explained the reinsurer.
After running a successful proof of concept with a small sample, Lockton Re is now rolling out the Agentforce 360 Platform to its global sales team.
Lockton Re has been building several AI applications across the business and within its proprietary analytics platform, Lockton Re SAGE. However, this is the first time autonomous AI agents have been deployed to reason, make decisions, and take action across trusted non-personal enterprise data within Lockton Re’s global Salesforce environment.
Robert Bisset, Chief Executive Officer, North America, Lockton Re, said, “Agentforce will support the streamlining of some of our sales activity, creating better-informed and more digitally connected broking teams. Many of our client teams are truly global, and so the ability to share and connect digitally is a key part of what makes Lockton Re stand out from the competition.
“Since the launch of Lockton Re as a global reinsurance platform in 2019, one of the core pillars of the business has been ‘born digital’. We continue to embrace AI and innovation as part of this ethos with a focus on digital infrastructure and using the technology to support our clients, partners and colleagues.”
Ben Turner, Assistant Vice President, Insurance, Salesforce, added, “Lockton Re is a perfect example of an Agentic Enterprise in action. By bringing humans, data, AI, and apps together on a single, unified platform, they are able to drive growth at an entirely new scale. This collaboration highlights the transformative impact of Agentforce in the insurance sector, driving more efficient operations and enhancing client service through trusted, enterprise-grade AI.”
Ben Granger-Holcombe, Director, Insurance, Synechron, said, “It is always exciting to work with a forward-thinking and innovative organisation like Lockton Re, who immediately saw the potential of the Agentforce 360 Platform and partnered with our global AI practice to create something truly transformative for their brokers.”
Nidhi Howell, Head of Business Technology, Lockton Re International, concluded, “Lockton Re believes AI is about augmenting, extending and supporting the expertise and capabilities of colleagues and tools, not replacing them. We have always been focused on our digital journey, and the rollout of Agentforce is part of our broader strategy to continuously integrate or build the right cutting-edge digital tools that unlock value, improve client service and reinforce our position as an industry innovator.”
