AI in Action: How Three Agents Use AI to Transform Their Business (Webinar)
AI is revolutionizing the business world at an unprecedented pace, and one in three agency principals say they are likely to use AI in their business in the next five years.
But how can independent agents practically use AI today?
In this exclusive panel conversation – hosted by Agent for the Future™ Advisor Dale Steinke – where you’ll hear how one agent reduced routine business tasks by two-thirds, freeing up valuable time for employees and clients.
You’ll also hear how another agent cuts quoting time down by more than 50% using an AI-powered quote process, as well as how these agents are using ChatGPT and other AI-enabled technology to build stronger relationships.
Resources mentioned in this webinar:
- Applica: AI-powered marketing automation
- Liberate: Voice AI customer experience tool
- Suno: AI marketing tool that creates songs and jingles
- Donna AI: AI-enabled customer behavior predictive tool that helps identify risks and opportunities for cross-sell and upsell
- Trufla: Suite of AI-powered digital products, including CRM and websites
- Broker X-Ray (by Trufla): AI-powered retention tool that determines accounts most at risk
- ReFocus AI: Retention tool. Identifies personal and small commercial accounts that are at risk
- Nextiva: AI-powered automation, engagement and customer experience software
- blueButler: Phone-integrated AI co-pilot
- Balto: AI service that trains and supports call center staff in real time with behavioral coaching and best next steps
- Agency Revolution: Marketing automation and CRM
- ClientCircle: Marketing automation and CRM
- Levitate: CRM and email relationship-building software for clients and prospects
- Linqura: Sales co-pilot for small commercial insurance
AI In Action:
Panelists:
Being listed here should not be considered an endorsement by Liberty Mutual Insurance or Safeco Insurance.
