AI, data & the future broker: practical tools, not just hype

Live sessionMain Stage

2025-10-09 | 10:30 AM - 11:15 AM | Main hall

Information

AI has moved from concept to daily reality, but not every tool delivers. This session focuses on how brokers are using automation and data enrichment in ways that improve workflows without overwhelming teams. From lead generation and compliance tracking to claims triage and client servicing, panellists will share what’s working and what still needs refining. The session avoids hype and cuts straight to practical examples. It’s designed for brokers looking to invest in technology that solves real problems.

  • Which AI and automation tools are delivering ROI in broker settings?
  • How are firms navigating data governance and CRM integration?
  • What’s working for claims flagging, marketing automation, or quote triage?
  • How do brokers train teams to use these tools safely and confidently?
  • When should a firm wait, adapt, or go all-in on new tools?