Real-Time Context Is the Policy That Matters Most in Insurance

The strategy in insurance is clear: connect policy sales, policy management, and claims handling into one unified experience.

Reality, however, is often different: marketing sees the customer, sales sees the policy, claims see the case,
and the field agent sees everything that never makes it into the systems.

The customer sees an insurance company without the full story.

At this event, we’ll open a practical conversation about how modern insurers are solving this challenge with a real-time, unified customer view, accessible to all teams across the entire policyholder journey.

Including a real-world example from Zavarovalnica Vita.

Agilcon insurance Event EN

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Who will be with us?

Angela Sekuloska

Deputy Director of Marketing and Digital Sales, Zavarovalnica Vita

Vinay Aarohi

CIO, Atlas Insurance

Charif Arous

Solution Engineer and Insurance Industry Expert, Salesforce

Zdravko Barec

Principal Solution Engineer, Salesforce

Nika Loparič

Head of Sales, Agilcon

Majda Drame

Sales Consultant, Agilcon

Why is this worth your time?

  • Because a 360 customer view in insurance is no longer an IT project,  it’s an operational necessity.

  • Because real customer context directly reduces friction across sales, policy changes, and claims handling.

  • Because you’ll clearly see where automation and AI truly add value. and where human touch matters most.

Who should attend?

This event is designed for leaders and decision-makers in the insurance industry who:

  • are responsible for customer experience, marketing, sales, contact centres, or IT architecture,

  • operate in an environment of fragmented systems and processes,

  • are looking for practical answers, not theory.

How does a unified context work in practice?

🌀Storm Damage

Claim submission. Assessment. Customer updates. No chaos. Everyone works with the same context.

🏥 Healthcare Service

The customer is looking for a “path to the doctor.” The advisor sees coverage, history, and the next step.

🤝 Agent in the Field

Advises based on the full picture, not assumptions. Sees the complete customer story, not just a single policy.

📞 Contact Center

No searching across systems.
No repeated questions.
Just clear answers — immediately.

Agenda

9:00 – 9:15 : Welcome

9:15 – 9:40 : Designing Insurance Experiences Across Digital and Human Channels: AI Enabled Efficiency, Trust and Empathy

9:40 – 10:00 : What Connected Insurance Looks Like on Monday Morning | DEMO

10:00 – 10:20 : Coffee break

10:20 – 10:45 : Connected Experience at Atlas Insurance (Malta) (online)

10:45 – 11:10 : From practice: how a connected customer experience is built at Zavarovalnica Vita

*Session will be held in Slovenian

11:10 – 11:30 : Q&A

From 11:30 on: Lunch & networking

Register now

Attendance is free and places are limited.