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

    Cloud platform

    We offer strategy, architecture and hands-on engineering of secure, scalable, cloud landing zones and hosting platforms.

    Developer experience

    We unlock developer productivity with Infrastructure-as-Code templates and deployment pipelines with frictionless controls.

    Cloud & DevOps security

    We implement preventative and detective controls for highly regulated enterprises, to ensure the security of their users, data and apps in the cloud.

    Application modernization and migration

    We facilitate the adoption of cloud native architectures and modern infrastructure management practices for application ecosystems.

    Enterprise transformation

    We work with customers to build agile operating models that transcend traditional silos, allowing them to extract the full value from their public cloud investments.

    Connect with us

    March 2026

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    Our Capabilities

    ServiceNow

    ServiceNow

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

    Artificial Intelligence

    Artificial Intelligence

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

    Cybersecurity Services

    Cybersecurity Services

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

    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.

    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.

    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.

    Software Engineering

    Software Engineering

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