AI – for Sales, Cross Sales, and Renewal Retention

Every business in the insurance sector is engaged in a frantic arms race to explore how AI can help them gain a competitive advantage to grow both revenue and profit. Professionals including Account Executives and Salespeople can sometimes be resistant to change and may feel threatened by the adoption of AI, but the truth is that
unless we fully embrace the benefits that it can bring, we will be left behind. This session explores how insurance professionals who look after existing clients, and those responsible for  winning new clients can leverage AI to improve outcomes for themselves, their employers and for their clients.

Explore how AI can turn average performers into top performers
•   Examine how to use AI to support delivery of the desired skills and behaviours for account management          and sales
•   Understand how to use AI to improve sales, protect existing accounts from competition, and build cross sales

Content and Learning

•   AI adoption – the research. Where and how do you use it?
•   How can AI help sales and client service – in what areas?
•    The characteristics of top performers, and average performers. How AI bridges to gap to enable average performers to become top performers
•   Making AI human!
•   Interactive session exploring key skills in sales and client retention and how to use AI
to support these skills
•   The importance of the prompt
•    Delegates experiment with their own choice of AI as Nick runs through the session, bringing the theory to life, learning, and refining their searches and prompts