Virtual Roundtable

Navigating the Insurance Market with AI-Driven Efficiency

45-Min Peer Discussion + 15-Min Optional Demo / Q&A

Event Details

Date
March 27, 2026
Time
11:00 AM EST
Format
Virtual (Zoom)
Cost
Free to Attend

Who Should Attend

Independent Agency Owners • Producers & CSRs • Operations Managers • Insurtech Enthusiasts

Your Moderators

Kristin Guglielmo

INSURANCE INDUSTRY MODERATOR

Third-Gen Insurance Pro turned AI Strategist | Founder Strategic Intelligent AI Solutions | Johns Hopkins Certified | 30+ Yrs Insurance & Risk Mgmt | Helping Agencies, Nonprofits & SMBs Modernize with Responsible AI

Rajesh Francis

AI TECHNOLOGY MODERATOR

Co-Founder & CEO, reliaminds
AI-Powered Solutions for Independent Insurance Agencies | reliaminds.com | ex-Amazon Tech Leader, passionate about bringing efficiency to Insurance Industry

Roundtable Agenda

01 - 5 MIN
The 2026 Landscape: State of the Industry
02 - 10 MIN
Identifying Efficiency Leaks

Facilitated Chat: "Where is your team losing the most hours?"
The AMS Tax, Service Trap (COI requests), and Lead Decay

03 - 15 MIN
Best Practices: How Early Adopters Are Winning

Knowledge Sharing: Using GenAI beyond email drafting
Automated policy comparison, 24/7 virtual front desks, searchable knowledge bases
The Human-in-the-Loop Standard: Maintaining full E&O compliance

04 - 10 MIN
Group Brainstorm: ROI & The Bottom Line

Reclaiming producer time and reducing employee drudge work

05 - 5 MIN
Closing & Synthesis

Three key takeaways and actionable next steps from the group

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