Practical, demo-led sessions on AI-powered insurance workflows — reclaiming producer value, reducing E&O, and modernizing the agency without the rip-and-replace.
A live demo of intake, ACORD form and carrier portal pre-fill, and quote comparison, with John Tiene, Rajesh Francis and Kimberly Roat.
View event →A peer discussion with John Tiene and Rajesh Francis on putting AI to work across the agency — from smart intake to searchable knowledge.
A 45-minute peer discussion on the 2026 landscape, identifying efficiency leaks, and how early adopters are winning with GenAI beyond email drafting.
We run these sessions for independent agency owners, producers, CSRs, and operations leaders. Tell us you're interested and we'll make sure you're on the list.