Catalyit Live Sessions

Chatbot, Copilot, or Agent? Choosing the Right Level of AI for Your Agency

Thu, Oct 15 @ 2:00 PM - 3:00 PM ET
Free for Basic & Full Access Agency Subscribers

AI is moving fast, from tools that generate content to systems that can support decisions, take action, and manage multi-step workflows. But for many independent agencies, the real question isn't whether to use AI. It's which kind, where, and how much. This session cuts through the terminology to help you match the right level of AI to the right work, without losing the human oversight your clients and team depend on.

Michael Lebor, President of Momentum AMP, will explain the differences between AI assistants, copilots, and agentic AI, and share a practical framework for deciding which workflows should remain human-led, which can be supported by AI, and which may be delegated to specialized AI agents. He'll also introduce Momentum AMP's InsuranceAgency.AI platform and its approach to bringing agentic AI into independent agency operations.

What You’ll Learn:

• The differences between AI assistants, copilots, and agentic AI, and how each can support an independent agency
• A practical framework for identifying which workflows should stay human-led, which can be AI-assisted, and which can be delegated to specialized AI agents
• How to evaluate AI solutions and prepare your agency's operations for agentic technology
• How to maintain the right level of human oversight as AI takes on more of the work
• Where AI can create more capacity, strengthen client relationships, and support sustainable growth

Why It Matters:

• AI is rapidly moving beyond content generation to systems that support decisions, initiate actions, and manage multi-step workflows
• Many agencies are still unsure which AI solutions fit their needs and where human oversight is essential
• Turning AI investment into measurable business value starts with choosing the right level of AI for each workflow
• This session gives agency leaders a practical framework for adopting AI responsibly and preparing their teams for what's next

What You'll See:

• Specialized AI agents and skills for customer service, service requests, renewals, sales, reporting, agency operations, accounting, and billing
• How InsuranceAgency.AI works with agency knowledge, processes, and connected systems to find information, prepare reports, organize requests, manage follow-ups, and move workflows forward
• How human approval and oversight are built into the process
  A clear distinction between what the platform can do today and where it's headed

Who Should Attend:

• Agency owners
• Operations managers
• Digital transformation leaders
• Agents looking to modernize their workflows, strengthen client relationships, and drive growth through technology

Come Prepared:

• Identify one or two repetitive, time-consuming workflows within your agency
• Note where that work commonly slows down, requires manual follow-up, or is duplicated across systems
• Bring a real operational challenge to the session so you can apply the concepts and spot where AI could create the most value

Speakers:

Michael Lebor President Momentum AMP