See What’s New: Agentforce Financial Services, Health, Life Sciences

Learning Objectives

After completing this unit, you’ll be able to:

• Describe the latest features and enhancements for Agentforce Financial Services, Health, and Life Sciences.
  

Agentforce Financial Services

Insurance Billing

Streamline insurance billing for your agency, from flexible payment plans to automated commission tracking and financial reconciliation, to ensure accuracy and efficiency.

Flexible Hierarchies

Map complex client relationships and see the complete company structure, ownership, and contacts to uncover new opportunities, manage risk, and proactively strengthen client relationships.

Agentforce Voice for Financial Services

Lower service costs and scale service that builds trust with an AI-powered voice that instantly identifies customers, resolves banking and collections issues, and delivers empathetic, natural conversations without adding headcount or long wait times.

Agentforce Health

Integrated Care Management Enhancements

Enhance assessments with AI-suggested and auto-filled responses to accelerate completion. Dynamic auto-save prevents data loss due to abandonment, ensuring that all critical member information is captured accurately.

Utilization Management Enhancements

Streamline prior auth reviews and accelerate key decisions. Automated request de-duplication eliminates redundant work, while integrated attachments accelerate approvals, ensuring submissions are complete and simplifying the entire review process.

Payer Contact Center

Empower payer call center teams with readily available member coverage, benefits, and claims data from external systems integrated into Data 360. No more system switching to provide accurate answers on benefits, claims, or eligibility.

Agentforce Life Sciences

Smart Content Search

Enable pharma and medtech reps to instantly search and find relevant content during healthcare professional interactions or calls using phrases and related concepts from the actual presentations or documents.

Quick Visit List

Get a clear, comprehensive view of details on recent visits and logs, and plan for upcoming visits–all from one place. Keep calendars in sync with Outlook and Google Calendar integrations for real-time visibility.

Concur Integration

Empower field reps to log, submit, and update expenses immediately, right from their iPads—even when they’re offline–using the real-time sync with Concur, powered by MuleSoft.