Brian Barnes

Elevating And Personalizing The Customer Experience

4:10 PM Panel Discussion: Distribution Evolution: AI As An Enabler Of Sales And Marketing Transformation

Agents are often the first touchpoint members have with your brand. The quality of this experience depends on how well agents are set up for success. To ensure the best outcomes carriers must invest in supportive technology, such as AI, Voice of the Customer, next Gen CRM and more.

Sit in on this session to hear real actions you can take to improve customer interactions and increase distributions by helping your agents to be more effective.

Topics covered include:

Working closely with your agents to identify where automation can reduce bottlenecks in their sales cycles
Using AI Agents for routine questions to free up your human agents for more complex tasks
Analyzing agent conversations with AI to identify best practices for other agents to mirror
Reducing cognitive load on agents by training AI to pre-select more relevant and personalized package options to present to customers

Digital Insurance Connect 2026

Elevating And Personalizing The Customer Experience

4:10 PM Panel Discussion: Distribution Evolution: AI As An Enabler Of Sales And Marketing Transformation