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From Pilots to Production: How AI Is Reshaping Insurance
March 24 @ 2:00 PM - 3:00 PM ET
Free for Basic & Full Access Agency Subscribers
Join this Catalyit Live Hot Topic with Cara as we explore how insurance organizations are moving from AI pilots to production — and what it really takes to deploy domain-specific, workflow-embedded AI that delivers measurable ROI.
From shifting toward AI-first software to embedding intelligence directly into daily workflows, this session will focus on how agencies and brokerages can operationalize production-grade AI across sales, service, and operations to increase revenue per employee and create a more human-centered insurance experience.
What You’ll Learn:
- How insurance organizations are moving from AI pilots to production
- What makes AI “production-grade” in insurance environments
- How domain-specific AI delivers real ROI beyond generic tools
- How to operationalize AI across sales, service, and operations
- How embedded AI can increase revenue per employee without linear headcount growth
Why It Matters:
- AI is quickly becoming the primary interface to insurance software
- Firms that adopt workflow-level AI first will gain a durable competitive advantage
- Production-grade, domain-specific AI unlocks measurable ROI
- Operationalizing AI allows agencies to scale without proportional staffing increases
- Embedding intelligence into workflows creates a more efficient, human-centered insurance experience
Things to Think About:
- Are your AI efforts still in pilot mode — or truly embedded in production workflows?
- Where could domain-specific AI replace repetitive work and unlock higher-leverage activity?
- Is your technology stack evolving toward AI-first systems?
- Could operationalizing AI increase revenue per employee while improving client experience?
Speakers:
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Vic Yeh Co-Founder & CEO |
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