2 minute read

    The Challenge

    Lockton Re, a leader in reinsurance programs, needed a secure, AI-powered way to enhance broker decision-making and unify global sales workflows. Existing tools generated insights, but not autonomous actions. They required a platform that could reason over trusted enterprise data, improve client engagement and strengthen their “born digital” strategy without adding complexity.

    The Solution

    Synechron partnered with Lockton Re to design and deploy the Agentforce 360 Platform within Salesforce FSC. The solution grounded autonomous agents in Lockton Re’s data, workflows and governance, enabling brokers to access clearer insights, streamline sales activity, and collaborate more effectively across global teams, all powered by trusted, enterprise‑grade agentic AI.

    The Results

    Faster and More Informed Broker Decisions.

    Stronger Global Sales Collaboration.

    Improved Client Service Through Trusted Agentic AI.

    Our Process

    Our agile process prioritized specific journeys to release to market according to customer and business needs.

    Discovery

    Reviewing Salesforce setup, data flows and broker needs to target high-value agent use cases.

    Design

    Shape an agentic AI model embedded in FSC.

    Deliverables

    Deploy Agentforce 360 with secure data grounding, automated actions and broker-ready insights.

    Development

    Built and tested agents, refined performance and set up continuous governance and improvement.

    About Synechron’s Salesforce Practice

    4.90

    Average CSAT

    1,300+

    Salesforce Certifications

    400+

    Salesforce Experts

    Our Service Offering

    Business Transformation Consulting

    We shape Salesforce strategies, assess business needs, and deliver guidance that unlocks growth, innovation, and measurable value.

    Salesforce Discovery and Design

    We build clear, actionable roadmaps through requirements gathering, solution design, and planning aligned to your goals.

    Implementation Services

    We deliver end-to-end Salesforce programs—from development and testing to data migration, integration, and user training.

    Managed Services

    We provide ongoing monitoring, optimization, upgrades, and flexible support to keep Salesforce performing at its best.

    AI and Agentforce

    We design and deploy agentic and AI‑powered Salesforce use cases that automate work, augment teams, and drive smarter outcomes.

    Connect With Us

    August 2026

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    Our Capabilities

    Appian

    Appian

    Design, automate and optimize complex business workflows using process orchestration, AI and RPA (Robotic Process Automation) to build enterprise applications faster.

    Artificial Intelligence

    Artificial Intelligence

    We partner with companies to harness the potential of AI technology to revolutionize their business.

    Cloud & DevOps

    Cloud & DevOps

    Accelerating Cloud adoption to increase the speed of delivery.

    Consulting

    Consulting

    Providing strategy, planning and leadership to accelerate end-to-end digital transformation.

    Cybersecurity Services

    Cybersecurity Services

    We partner with organizations to leverage AI-powered cybersecurity solutions, enhancing their threat detection and response.

    Data

    Data

    Helping enterprises move to  modern data solutions and deliver reliable analytics at scale.

    Digital

    Digital

    Creating user experiences that people love, by exceeding expectations.

    Salesforce

    Salesforce

    Partner with us to connect, automate, and grow — with trusted, AI-driven Salesforce digital solutions that put people at the heart of innovation.

    ServiceNow

    ServiceNow

    Assisting clients to optimize their workflows and enhance operational efficiency through tailored ServiceNow solutions.

    Software Engineering

    Software Engineering

    Assisting clients to create change that matters – transformation, enabled by technology and sustained through capabilities.