AI that Actually Works for Your Brokerage

This session offers a practical introduction to the fundamental elements of integrating Artificial Intelligence (AI) within the insurance brokerage environment. It moves beyond the industry hype to discuss accessible ways brokers can implement AI tools immediately to simplify operations and boost productivity.

We will review high-impact use cases, such as customer sentiment monitoring and automated document summarization, while sharing best practices for maintaining human oversight. Participants will come away with a clear understanding of how to leverage existing technology—like Microsoft 365 and Google Gemini—to reclaim time for client-facing activities. The session provides advice on exploring these tools responsibly, ensuring that privacy and governance remain central to the adoption process.

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