The roundtable discussions offer a chance to take a deeper dive into the specific areas you'd like to discuss. Take a seat to learn and work with your insurance peers on a topic of your choice. 

Roundtable #1: AI Lessons Learned: Identifying Successes and Failures

• Hosted by: John Proaño, Director, Customer Engagement and Omnichannel Marketing, Prudential

Roundtable #2: Enhancing Distribution While Elevating Client Relationships

• Hosted by: Matt Lossman, Head of Distribution Partnerships, Obie Insurance

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.

• 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