Safe and Effective Practices to Grow Your Independent Agency with AI

Workshop
January 28 | 3:30 – 4:30 PM

 

Explore how AI can transform insurance agencies, driving efficiency, enhancing customer engagement, and fostering growth—all while maintaining cybersecurity and compliance standards. Using real-world examples and case studies, this presentation will address the question, “How can I leverage AI in my insurance agency?”

Key Takeaways:

• Gain insight into AI’s role and potential in insurance agencies
• Discover popular AI tools that boost efficiency, engagement, and growth
• Understand key cybersecurity and compliance risks associated with AI
• Learn best practices for implementing AI safely and compliantly in your agency

 

About Daniel Metcalf, Co-Founder & President, CyberFin

Daniel Metcalf is a seasoned speaker and an AI and cybersecurity expert, recognized for building solutions tailored specifically to the insurance industry. Over the years, Daniel has spoken at numerous industry events, helping independent insurance agencies and financial professionals navigate the complexities of cybersecurity and artificial intelligence (AI) with ease. Daniel’s focus remains on making AI accessible, actionable, and relevant to every agency, ensuring that they not only utilize it for efficiency and growth but meet cyber safety and compliance standard.