Operations

6 Tips for Managing and Organizing Attachments in Epic

Published: February 05, 2025

Managing attachments effectively in Applied Epic is crucial for maintaining data integrity and ensuring smooth operations within an insurance agency. With proper organization, agencies can avoid the risks of misplaced documents and potential legal complications.

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Virtual Networking

Client Facing Service — Personal & Commercial Lines Alliance Meeting

Published: February 03, 2025

When

Date: March 4th, 2025
Time: 12:00 PM to 1:00 PM (CST)

Agenda

Unlocking AI’s Potential in Personal & Commercial Lines: Opportunities & Risks for Client-Facing Professionals

Join the Client Facing Service - Personal & Commercial Lines Alliance for an insightful discussion on how AI is transforming client service in the personal and commercial lines insurance space. As agencies and brokerages increasingly integrate AI into operations, it’s essential to understand both its game-changing advantages and the risks that come with it.

We will be joined by expert Jason Gobbel with Kite Technology, who will explore how personal and commercial lines professionals are leveraging AI to enhance customer interactions, streamline workflows, and drive efficiency, while also addressing key risk management considerations.

Whether you’re already utilizing AI tools or just beginning to explore their potential, this Alliance meeting will equip you with actionable insights to navigate AI adoption confidently and effectively in your role as a client-facing personal or commercial lines professional.

Have a question for Jason or your peers? Let us know here and let's get the conversation started.