Description

KAIA invites you to join us for a practical, member-focused webinar exploring how AI can support independent agencies in real-world workflows—from reviewing policies and comparing documents to preparing submissions, building proposals, and helping teams respond more quickly to client needs. From agency principals to agency managers, we want everyone to have the opportunity to envision how AI can be a resource to aid in their specific success.

We know there are many AI solutions available to agencies, but we asked our friends at PowerBroker AI to demonstrate what these tools can do, to help define what questions members should be asking, and how to evaluate whether a solution is a good fit.

What we’ll cover

• Common ways agencies are beginning to use AI to improve efficiency and reduce manual work
• How AI can assist with policy review, document comparison, proposals, submissions, and client service workflows
• Questions agencies should ask about data security, privacy, E&O exposure, and implementation
• Where AI may be helpful today—and where human judgment still matters most
• An opportunity to see one provider’s approach and ask real questions about how AI could fit your agency

While KAIA has worked with PowerBroker AI to provide preferred pricing for their product, this webinar is intended to be a practical conversation about how AI can support independent agencies—not a one-size-fits-all sales pitch.

Instructor: Marcus Gallagher, CEO/Co-Founder