Agentic AI: Your Smartest Partner or Your Riskiest Bet?

Online
Tuesday, 14 July 2026
12:00 pm – 1:00 pm (UK time)

Presented by Jeff Heasman

This webinar explores the thrilling opportunities and hidden risks of putting AI in the driver’s seat of your business processes, client interactions, and strategic planning. Whether you're an adviser seeking smarter tools, or an executive aiming to future-proof your firm, this session is for you.

Join us to explore real-world applications, ethical dilemmas, regulatory considerations, and practical strategies that can give you a competitive edge in the age of intelligent agents

Learning Objectives

➢identify how agentic AI differs from traditional automation and predictive analytics, and what that means for advisory and insurance roles.

➢understand the key opportunities and risks associated with deploying agentic AI in client-facing and operational functions.

➢implement a strategy to safely integrate agentic AI into your business model while managing compliance, ethics, and client trust.

Venue
  • Online event

To view our image and video capture consent statement, please click here.

CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

1 hour's CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.