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Acord AI Live Demo
Thu, Nov 19 @ 2:00 PM - 3:00 PM ET
Free for Basic & Full Access Agency Subscribers
From Inbox to Action: Practical AI for Insurance Operations
How can insurance teams put AI to work in their daily operations? Acord AI focuses on the work that fills most of the day: email management, policy checking, ACORD form preparation, quote comparisons, and certificate processing.
In this live demo, you’ll see real Acord AI workflow examples and learn how to identify the right tasks for automation, handle missing information and exceptions, and set clear review checkpoints. The goal is to help your team reduce repetitive work, improve consistency, and create more capacity for client service while keeping insurance professionals in control.
What You’ll Learn:- How to identify repetitive workflows that are good starting points for AI
- How AI can turn incoming emails and documents into organized, actionable tasks
- How policy checking and renewal comparisons can surface discrepancies for review
- Where human judgment, verification, and approval remain essential
- How to plan a focused pilot and measure turnaround time, rework, and staff capacity
Why It Matters:
- Time spent sorting emails, re-entering information, and checking documents takes time away from clients and growth
- Applying AI to well-defined workflows is a practical way to clear those bottlenecks
- Pairing automation with clear ownership and review helps you evaluate AI investments and build a more consistent service process
Features Highlighted Live:
- Inbox IQ: Email classification, task routing, response drafting, and request tracking
- Policy IQ: Issued-policy checking, renewal comparisons, and discrepancy reporting for human review
- Forms IQ: Data extraction, ACORD form preparation, and required-field validation
- Cert IQ: Certificate request intake, policy-detail validation, and certificate preparation for approval
- Ask AIVA: Insurance-focused questions, document insights, and workflow guidance using approved knowledge sources
- Plus: review checkpoints, exception handling, and visibility into outstanding work, shown live
Things to Think About:
Before attending, take a few minutes to:
- Pick one recurring workflow that creates delays or rework, such as policy checking, certificate requests, or email triage
- Note its weekly volume, typical handling time, and review requirements
- Bring one question about how AI might improve that process. No client documents are needed.
Who Should Attend:
- Insurance agencies, brokers, and MGAs
- Agency owners and operations leaders
- Account managers and CSRs
- Technology decision-makers
Special Offers for Attendees:
- 10% discount for Catalyit members
Speakers:
Santosh Kumar Baston |
Bharath Kumar |
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