RT3C: AI, Data, and Risk: How Technology is Reshaping Broking at the Board Level

Interactive Focus Group

2025-10-08 | 03:55 PM - 04:40 PM

Information

AI is showing up in broker workflows, but not everything sticks. This panel looks at where firms are seeing real impact, from lead generation and client engagement to quote triage and compliance automation. It also gets honest about what hasn’t worked: tools that overpromised, integrations that failed, and staff who pushed back. Expect a straight-talking session focused on outcomes, adoption, and where the smart bets are for brokers who want to scale tech without derailing their business.

Which AI tools are delivering measurable value in broker operations today?
How are firms training staff and integrating AI into legacy workflows?
What use cases (e.g. quote triage, compliance tracking, CRM enrichment) are gaining traction?
Where have AI pilots failed to deliver and why?
How are brokers managing risk, oversight, and client trust in AI-powered processes?