Customer churn is one of the most business-critical challenges in the insurance industry. But how can companies make the transition from reactive “firefighting” to a proactive, platform-based approach to customer retention?
Together with Salesforce, we invite you to an exclusive, interactive, hands-on workshop-hackathon. This format combines in-depth knowledge sharing with intensive, hands-on work. You’ll experience firsthand how a modern, integrated platform brings people and AI agents together to identify churn risks early on. Learn how automated countermeasures are implemented—operating within secure, transparent guidelines—to demonstrate excellence in service.
💡 What to Expect
The event is perfectly balanced to seamlessly integrate theory and practice:
● Morning – Knowledge Transfer & Concepts:A series of sequential sessions establishes a common conceptual framework—from churn score logic and a reliable data foundation, through reactive triggers, to proactive prevention and service excellence.
● Afternoon – Hands-on Tracks (Hacking Phase):Participants work in parallel tracks in real, preconfigured cloud environments on specific use cases that are directly applicable to the insurance context.
How the Hands-on Tracks Work
After you register, you’ll receive an email from us asking you to choose exactly one of the following three tracks. Please note that your selection is binding and must be made in advance, and that spots are strictly limited.
● Track A: Churn Score Modeling & Governed Insights: Defining and Weighting Churn Indicators. UseData 360andTableau to build a reliable “System of Insight” from raw data that serves as a sound basis for decision-making by both human employees and AI agents. Ideal for data-savvy participants, CRM managers, and analysts.
● Track B: Service Excellence Contact Center: Setting up a complete digital contact center from scratch. UsingCustomer 360, we build the operational foundation—including case management and secure workflows in which AI agents can operate reliably and under control in the future. Ideal for service managers, operations professionals, and CX experts.
● Track C: AI-Powered Retention AgentUseAgentforceto develop an AI agent for a simulated customer portal that conducts intelligent retention dialogs when customers express intent to cancel and seamlessly hands off to human service representatives when necessary. Tech Special:Use the openHeadless 360 architecture(MCP) to access Salesforce business logic directly via API using your own coding tools! Ideal for tech-savvy participants, InsurTech startups, and developers.
👥Who is this event for?
The workshop is aimed at both business decision-makers and tech experts who want to gain a comprehensive understanding of churn and take away concrete, immediately actionable blueprints for their own projects.
Important Note Regarding Registration: Sincespace in the hands-on tracks is strictly limited (max. 10 people per track), spots will be assigned in advance. After you register, you’ll receive an email from us asking you to make a binding selection of one of the three tracks. Please keep an eye out for this email and respond promptly, as your spot is not secured until you’ve selected a track.
Secure your spot here now and play an active role in shaping the future of digital customer engagement!