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The AI Kickstart Roadmap for Independent Insurance Agencies — Powered by SMART Services
March 17 @ 2:00 PM - 3:00 PM ET
Free for Basic & Full Access Agency Subscribers
Join this Catalyit Live Hot Topic featuring SMART Services for a practical, step-by-step roadmap designed specifically for independent insurance agencies ready to adopt AI — the right way.
AI can grow your agency — or create chaos quickly. The difference is having a clear implementation plan built around security, compliance, operational readiness, and measurable ROI.
In this session, we’ll walk through the AI Kickstart Roadmap for Independent Insurance Agencies, giving you a structured path to move forward confidently — without overwhelm, random experimentation, or unnecessary risk.
You’ll leave with clarity on what to do first, what to do next, and how to put simple guardrails in place to protect client trust, data security, and regulatory compliance while leveraging AI for real operational impact.
What You’ll Learn:
- How to prepare your agency operationally before implementing AI
- The foundational steps to safely introduce AI into daily workflows
- How to turn AI initiatives into measurable ROI instead of disconnected experiments
- Key security, compliance, and regulatory considerations agencies must address
- An overview of leading AI models and platforms including OpenAI and Microsoft Copilot
- How to build guardrails that protect client data while enabling innovation
Why It Matters:
- AI is rapidly reshaping agency operations and competitive positioning
- Agencies that implement AI strategically will outpace those that delay or experiment without structure
- Security and compliance mistakes can damage client trust and create liability
- A clear roadmap prevents wasted time, confusion, and costly missteps
Things to Think About:
- Is your agency operationally ready for AI adoption?
- Do you have internal guardrails in place to protect data and client trust?
- Are you experimenting with AI — or implementing it strategically?
- What would measurable AI-driven ROI look like for your agency?
Speakers:
Jerry Fetty |
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