Transforming Your Agency with AI: Enhancing Client Services and Upholding Your Values

Description

This webinar is leading up to the IIABSC 2024 ANNUAL CONVENTION, but anyone may register even if they are not attending convention.  This webinar is approved for 2 hrs. P&C CE credit.

WEBINAR SPONSORED BY IIABSC PALMETTO PARTNERS

• Understanding AI: Grasp the basics of AI, familiarize yourself with its terminology & explore its role.
  
  
• Revamping Client Services: Discover how AI can personalize client experiences, from tailored communications to customized offerings, thereby elevating client satisfaction and retention.
   
• Consistency in Reflecting Agency Identity and Values: Learn to integrate your agency's unique messaging into AI, ensuring a consistent and authentic experience for clients.
  
  
• Best Practices for AI Integration: Uncover the most effective ways to adopt AI in your agency, maximizing its potential to streamline operations, enhance services, and facilitate data-driven decision-making.
  
  
• Developing an AI Policy: Understand the importance of a clear AI policy that reflects your ethos and guides responsible and ethical AI use, ensuring its alignment with your goals and expectations.
  
  
• Practical Examples for Immediate Application: See real-world examples of AI in action , illustrating how to apply your newfound knowledge to improve your operations and client experiences immediately.