Let AI handle the first conversation. You handle the relationship

Let’s be honest about AI. A lot of agents don’t trust it. Some worry it will replace them. Others just don’t want one more piece of technology to learn in the middle of a busy season. Those concerns are valid.

This webinar is designed to show you how easy it can be to implement AI and get more time on your calendar and money in your pocket during the busy season.

Your prospects are already using AI to look up plans, compare costs, and ask questions at 10 o’clock at night when your office is closed. By the time they reach an agent, many of them have already formed opinions. The agents who grow in the era of AI will be the ones who keep the relationship at the center and let technology carry some of the load.

On Friday, October 2, Mike Smith, President Emeritus of The Brokerage Inc., will show you what that looks like in a real agency.

He will walk through an AI assistant that works your leads before you do, but keeps your name and likeness in front of the client (much like a social media video). Your AI Assistant can answer client questions in plain language and walks them through plan options based on what they’ve shared.

Then the prospect decides: choose a plan, or book time with you to go over it in more detail. Either way, the person who lands on your calendar already understands the basics and is ready for a real conversation.

Mike will also be clear about where your license and your judgment still come first, including agent review, client consent, data security, and compliance.

In this session, you’ll learn:

•How an AI assistant answers common prospect questions and helps narrow plan options before your first appointment

•How the handoff works when a prospect is ready to move forward or wants to talk with you

•Where licensed agent review, client consent, and compliance fit into the process

•How to bring AI into your agency without giving up the personal service your clients count on

•A quick look at related tools for verified client reviews and faster Medicare renewal reviews

•One step you can take the week after the webinar to start implementing without interrupting your busy season

Friday, October 2 | 10:00 AM