Many agents have started using AI tools like ChatGPT, but most are only scratching the surface of what is possible. This session focuses on how top producers can move beyond basic use and begin applying AI and automation to real business workflows including sales, marketing, client service, and operations.
Daniel Metcalf will walk through practical examples from inside insurance agencies, showing how AI can reduce manual work, improve client engagement, and drive measurable growth without adding staff. He will also cover the risks that come with AI adoption including cybersecurity threats and compliance expectations, and how to implement AI safely and responsibly.
The goal is simple. Help agents leave with clear, actionable ways to use AI to grow their business more efficiently while protecting what they have built.
This event is exclusively for LPRT members. Want to learn more about LPRT membership? Click here.