Bringing AI into the Workplace: From Strategy to Practical Application

18 March 2026 | Winstanley House, Leicester
The Insurance Institute of Leicester continued its commitment to helping members embrace emerging technologies with a full-day training event exploring how artificial intelligence can be used to improve strategic thinking, marketing and everyday business operations.
Held at Winstanley House on 18 March, the event welcomed 20 delegates, comprising 14 CII and six PFS members, for a practical and engaging day led by Nick Crawford of AI for Non-Techies.
Building on the success of previous sessions, the course was designed to move beyond the theory and excitement surrounding AI, focusing instead on how professionals can confidently incorporate these tools into their organisations.
The day was structured around four key areas:
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AI and Strategic Marketing: Using AI to support market analysis, understand audiences, develop campaigns and strengthen decision-making.
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From Strategy to Operational Delivery: Turning ideas into actionable plans, improving workflows and identifying opportunities for automation.
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AI Within Microsoft and Core Platforms: Practical demonstrations of AI applications across Excel, Word, PowerPoint and SharePoint.
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Practical Automation and Business Optimisation: Exploring ways to reduce repetitive tasks, improve reporting and develop realistic AI implementation plans.
Throughout the day, delegates were encouraged to consider how AI could complement their existing expertise, improve efficiency and create opportunities for smarter ways of working.
Reflecting on the event, organiser Pardeep Gill said:
"I am incredibly proud of what we delivered. Events like this do not happen without a huge amount of unseen effort and I think it is important to also celebrate what went well. I hope the overall experience reflected that."
The event formed part of the Institute's wider programme of professional development, supporting members as they navigate the opportunities presented by new technology.
By focusing on practical application rather than technical complexity, the session aimed to ensure delegates left with clear, achievable next steps for introducing AI into their working lives.

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