SAP AI Workshop
About this Event
Join Strategic Agency Partners (SAP) for a focused, half-day workshop exploring how artificial intelligence is reshaping the independent insurance agency landscape. Designed for agency principals, managers, and key team members, this interactive event will provide practical strategies for implementing AI to improve operations, enhance client service, and drive sustainable growth.
The morning begins with a networking breakfast before keynote speaker Daniel Metcalf, Co-Founder & President of CyberFin and AI Evangelist, shares real-world guidance on adopting AI safely and effectively. You'll gain actionable insights into today's AI tools, cybersecurity considerations, compliance best practices, and opportunities to increase efficiency throughout your agency.
Following the keynote, hear directly from fellow agency leaders during our "How I Did It" showcase. These fast-paced presentations will highlight real examples of AI implementation, lessons learned, and the vendor partnerships helping agencies put AI into practice today.
Whether you're just beginning to explore AI or already experimenting with new technologies, you'll leave with practical ideas, peer insights, and the confidence to take the next step in your agency's AI journey.
Why Attend?
- Learn practical AI strategies designed specifically for independent insurance agencies.
- Understand how to implement AI responsibly while managing cybersecurity and compliance risks.
- Hear firsthand success stories from fellow agency leaders.
- Discover tools and vendor solutions that can improve efficiency and customer experience.
- Network with agency peers over breakfast and throughout the morning.
Agenda
🕑: 09:00 AM
Registration & Networking Breakfast
🕑: 09:30 AM
Welcome
🕑: 09:35 AM
Keynote Presentation "Harnessing AI For Growth"
Host: Daniel Metcalf, Co-Founder & President CyberFin
Info: Artificial intelligence is transforming the insurance industry, but how can Mainstreet agencies leverage it effectively while staying compliant and secure? This session will explore real-world applications of AI to enhance efficiency, improve customer engagement, and drive business growth. Through case studies and practical insights, attendees will learn how to integrate AI tools safely while mitigating cybersecurity and compliance risks.
🕑: 10:40 AM
Networking Break
🕑: 11:00 AM
"How I Did It" 20 min. Real Case Use Presentations
🕑: 12:00 PM
Adjourn
Where is it happening?
Event Location & Nearby Stays:
USD 0.00
