AI Agents for Insurance Brokers - Free Webinar
A workshop for Insurance Brokers that are curious about how they can use AI Agents in their business. Including Claude AI, OpenClaw and Microsoft Copilot.
Description
In today's fast-paced world, Insurance Brokers face a common challenge: automating repetitive tasks while maintaining control, security, and integration with existing tools.
Deploying intelligent AI agents is critical to reduce manual work, streamline operations, handle client inquiries 24/7, and free your team for high-value activities.
The challenge for most businesses is how to start in your AI journey and at the same time mitigate the risks that we've all herd about....
Join us for this free 1 hour workshop where we discuss how brokers can leverage our self-contained hands-on lab sandbox environment to try out the latest AI tech with zero risk to your data and security.
After attending this 1 hour workshop you will know how to:
How to design an comprehensive AI Strategy for your broker practice
Our team of experts understand the unique challenges insurance brokers face while adopting the latest AI Agent and Automation technologies.
This workshop includes:
✅ The AI Journey so far.....Where we've been. Where are we now. Where are we going.
✅ How to cut through the AI Hype and FUD (Fear. Uncertainty. Doubt)
✅ What are the options for Brokers? Claude, OpenClaw, Copilot? We go through all the options and features.
✅ What we are seeing with Brokers that adopt proprietary, SAAS (Software as a service) and 3rd Party Solutions.
✅ Data and interoperability challenges. How will AI solve the issue of data schema and systems talking with systems.
✅ Data sovereignty risks and solutions.
✅ What is your current AI and workflow landscape, and where can AI Agents and AI Automation deliver the biggest impact for Brokers?
✅ How ready are you and your team to adopt technology such as Claude AI? and how to prepare properly while mitigating the risks.
✅ Safe ways to introduce AI Agents and AI Automation to your team and business.
✅ How to identify high-value use cases for AI that make most sense? Identify the best use cases in your business ripe for technology disruption.
✅ What does a secure, prioritized roadmap for Claude, OpenClaw and Copilot look like?
✅ Design a strategy to deploy an AI or tech project to get the best ROI and set a positive tone.
✅ How to devise tailored AI roadmap that considers where you want to go.
Who are TTS?
Technology and Training Solutions (TTS) have been helping organizations just like yours for 20 years...
✅ 20 years helping organizations of all sizes from governments to small businesses adopt the latest technologies and business software solutions.
✅ 10 years working in the Insurance Broker industry for some of the latest Broker Networks in Australia and New Zealand.
✅ Dedicated technology training academy, software development and consulting practices.
✅ Microsoft Partner for Business Applications, Data and AI and Learning.
✅ AI Certs Platinum Partner and author of multiple Microsoft courses sold worldwide.
✅ Unbiased technology awareness, user training, adoption and learning focused (striving to help you become self-sufficient is our passion).
✅ Serving 100's of customers and 1000's of students over the last 20 years (and loving every minute).
What can we help you with?
There are significant risks if AI is not implemented properly in your business.
These risks can be mitigated by working with the right technology partner.
The risks:
✅ Uncontrolled AI agents and automation leading to errors or unintended outcomes
✅ Security vulnerabilities from improper tool permissions or data access
✅ Lack of governance resulting in inconsistent or non-compliant behaviour
✅ Poor adoption due to inadequate training and change management
✅ Integration failures or scope creep without a clear strategy
✅ Improper AI tech solution selection from lack of awareness in the due-diligence phase
How we can help:
✅ Comprehensive discovery and strategic roadmap to align AI with your business goals
✅ Robust security framework with strict tool permissions, data controls, and audit logging
✅ Enterprise-grade governance and guard rails to ensure safe, reliable agent behaviour
✅ Tailored training and adoption programs so your team confidently uses and manages agents
✅ Ongoing support and monitoring to maintain performance, compliance, and value realisation