From Insurance Transformation to Growth

In this high energy session, Jeff cuts through the hype with real world stories of where AI actually works for brokers and clients today – and where it backfires – showing how to stay tech forward without becoming “AI shackled.” You’ll leave with practical ideas you can plug into your brokerage on Monday, plus a futurist peek at how client expectations are racing toward a world where we talk to tech more than we type.

Market consolidation, shifting capacity, and economic pressures are transforming insurance distribution. This panel brings together brokers who have navigated M&A, capacity crunches, and changing client demands, sharing practical strategies for staying competitive. Learn how independent and regional brokers can leverage partnerships, target profitable niches, and adapt their business models to thrive over the next 3–5 years of disruption. 

Connected insurance is already reshaping personal and small commercial lines—but only if brokers can explain it in ways clients actually understand. This high‑energy session shares a practical “connected & protected” playbook for real‑world client conversations: how to move beyond price, handle objections, and turn data and prevention tools into stronger relationships and retention. You’ll walk away with ready‑to‑use language, examples and talking points you can plug straight into your next meeting to support better pricing, proactive risk management and smoother claims. 

Everyone’s racing to plug AI into their business, but without the right leadership, retail brokerages can quickly slide from tech forward to totally tech shackled. Learn the playbook for leading AI change in a way that lifts your brokers, protects your culture and keeps clients raving about the human experience. You’ll walk away with simple, real-world leadership moves to turn AI from a scary buzzword into your team’s favourite superpower.

Secure your seat at a Discussion Table ahead of time before they fill up!

• How do you budget for digital transformation, and is it possible to implement new technology effectively on a shoestring budget?
• What’s the key to bringing your team on the digital transformation journey with you? How do you get everyone on board for success?
• What metrics or indicators have helped you measure real efficiency gains from AI investments?
• What lessons have you learned from digital upgrades—both successes and failures?

Secure your seat at a Discussion Table ahead of time before they fill up!

• What metrics have helped you uncover hidden revenue opportunities, and which have proven to be distractions? 
• How do you avoid “analysis paralysis” and turn data into real business decisions? 
• When has data become a liability instead of an asset, and how did you manage the risk? 

 

Secure your seat at a Discussion Table ahead of time before they fill up!

• Which platforms have delivered real ROI, and which turned out to be glorified toys?  
• Are integration pitfalls predictable, or do they always surprise you? 
• How do you keep momentum going after the initial excitement of a new tech launch fades? 

 

Secure your seat at a Discussion Table ahead of time before they fill up!

• The shift into user‑led development – increasing the speed of solution building, how to productise it, and the risks of doing it vs not doing it
• Build vs buy – what brokers should give up to vendors vs build themselves, and how to think about model/AI “learnings” and future table‑stakes capabilities
• Cutting through the AI hype – what’s tactically useful today, what an agency should be looking to automate, and how to know when not to automate

 

Secure your seat at a Discussion Table ahead of time before they fill up!

• Which objections have been the hardest to overcome, and how did you address them? 
• What bundling tactics have actually convinced clients without adding unnecessary risk? 
• How do you educate clients on the value of cyber coverage in a way that resonates? 

Secure your seat at a Discussion Table ahead of time before they fill up!

• How are you replacing or integrating merchant processing and payments with legacy AMS or policy admin systems without disrupting day‑to‑day operations?
• What practical steps are you taking to move from cheques and manual card processing to fully integrated digital payments, and where are you hitting roadblocks?
• How are you dealing with real‑world constraints like batch processes, manual reconciliation, and clunky carrier portals when plugging modern payment rails into old systems (API vs batch, dual entry, data quality)?
• What change management tactics are actually working to win over producers, CSRs, accounting teams, and clients as you shift from traditional methods to digital, low‑friction payment experiences?