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AI in Action: Streamlining Client Intake and Insurance Applications
Tue, Sep 29 @ 2:00 PM - 3:00 PM ET
Free for Basic & Full Access Agency Subscribers
AI is rapidly changing the way insurance agencies operate, but where does it actually create value? In this session, we'll be joined by the team at Sembley to explore practical ways agencies can use AI to streamline client intake, reduce repetitive data entry, improve data accuracy, and accelerate the application process.
Whether you write personal lines, commercial lines, or both, you'll leave with actionable strategies you can start applying right away to create a more efficient experience for both your team and your clients.
What You’ll Learn:
- How to identify repetitive workflows that are ideal candidates for AI and automation
- How to streamline client intake while improving the experience for clients and your team
- How to reduce duplicate data entry and improve accuracy across applications
- How to leverage AI to extract and organize information from client documents
- How to build more efficient submission workflows that save time for producers and service teams
- How to evaluate where AI delivers immediate value without disrupting what's already working
Why It Matters:
- Agencies are under constant pressure to do more with the same or fewer resources, while clients expect faster responses and a more seamless experience
- Most agencies still spend hours on repetitive administrative tasks like gathering information, re-entering data, and completing applications
- AI has reached a point where it can meaningfully reduce that workload, but most agencies are unsure where to start or how to implement it effectively
- This session bridges that gap with practical, real-world strategies that improve efficiency, accuracy, and the client experience
Special Offer for Attendees:
20% off the first year with Sembley, exclusively for session attendees.
Speakers:
Joe Ems |
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