Workshop: Using AI in Your Insurance Agency

Everyone’s talking about AI. The question for many agents is not only what AI solutions to use, but how you can use AI to improve customer communications and prospecting. AI can help you develop marketing pieces, social media posts, educational material for clients, and create ways to be more productive. Learn about how you can use AI tools—and ChatGPT, in particular—to increase creativity and output, understand how to write prompts and use them to deliver results. This 90-minute workshop will take a deep dive into AI, the risks and how to mitigate them, and best practices from other organizations that you can apply right away. Whether you’ve tried AI tools a couple of times or have never done it before—this session will help you use AI in your agency. 

Free for PIA members.

Non-members $25 fee.

 Description of the session:

 Part 1: the AI landscape

• pros and cons

• how others are using AI today

• options and opportunities

Part 2: AI in communications

• it all starts with the prompt

• creating communication assets

• productivity and planning

Part 3: avoiding risks

• misinformation/hallucination

• plagiarism

Part 4: keys to success

• best practices

• pro tips

• getting started

 Session objectives

• determine AI tools that can increase your creativity and output

• learn how AI works – at a practical level

• develop a greater awareness of the risks and how to mitigate them

• identify three ways you can apply AI immediately following this session

I look forward to seeing you there,

Ariel Rivera, MBA, CIC, CPIA