Monthly Member Meeting

Speaker: Daniel Metcalf | CyberFin

Course Description: Safe and Effective Practices to Grow Your Independent Agency with AI.

With real-world examples and case studies, this course explores how insurance agencies can leverage AI to improve efficiency, enhance customer engagement, and accelerate growth without compromising cybersecurity and compliance.

Learning Objectives: Discovery the answer to "How can I leverage AI in my insurance agency?"

1. Introduction to AI and its place in insurance agencies

2. Learn how popular AI Tools improve efficiency, customer engagement and growth