Synechron

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 Capabilities

Appian

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