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Expert Panel

Core Platform, Automation, and AI

(2629) Expert Panel: AI Readiness for Insurance Agencies: Spotting Bottlenecks and Implementing Practical AI Solutions


Content Level: Intermediate

Personas: IT/Operations Manager, Office Manager, Owner/Principal

Products: Applied Epic

Wednesday, September 30, 2026
11:00 AM - 12:00 PM East Coast USA Time
In today's fast-evolving insurance landscape, AI is no longer a "nice-to-have" – it's a strategic tool for overcoming everyday bottlenecks, boosting efficiency, and enhancing client service while keeping people at the center. Join a diverse panel of agency leaders as they share stories of how they spotted high-impact bottlenecks, evaluated AI opportunities, and rolled out practical solutions – often integrated with Applied Epic®.

Hear firsthand about the implementation process: assessing readiness, involving staff from day one, providing training to drive adoption, addressing resistance, measuring ROI, and ensuring ethical use that aligns with agency values. Whether you're just starting your AI journey or scaling pilots, this session delivers peer-driven strategies to prepare your agency for AI success today.

Learning Objectives:

  • Wednesday, July 8th, 3:30-4:00pm CT. First call with more to come as needed.