📣 Featured Sponsor Webinar 📣 AI for Account Management: Creating Value from Day 1 Insurance brokerages are under pressure to do more with less, but most AI conversations skip the part that matters: how do you actually get started? In this session, Lexie Tonelli from Fulcrum and Kelly Planeta from Heffernan Insurance Brokers break down what it looks like to adopt AI-powered workflows in a real brokerage environment. From evaluating tools to rolling them out across teams, they’ll cover what works, what doesn’t, and how to see value from day 1. Reserve your seat now and tune in April 23: https://champ.ly/-YXs-QpI
Christine Bello
3mo
Impactful! 🚀 🔥
Catherine Chang
3mo
exciting!!
Albert Hu
3mo
Excited for this session!
Lexie Tonelli Real AI, real brokerage results