Automating Tasks For Certified Professional Insurance Agents

Get ready to clear your schedule, because you won't want to miss our chat with Lizette Delgado, an accomplished certified professional insurance agent with JVS Insurance Agency, who is set to share her unique perspective on AI's impact on the insurance industry.
We also hear from the OpenBots service team, Nataly Alvarado, as she brings a fresh perspective for business users and IT tech on how to get under the hood of Documents with GPT and OpenBots Studio.
You're probably asking yourself - how does AI affect conversation, marketing, and building customer relationships in insurance? Well, Lizette's here to break it down for us. She also reveals the struggles of convincing her older-generation family members about the value of AI tools in the sector and the manual labor involved in filling out insurance forms.
Have you ever wondered how technology can alleviate time-consuming tasks for staff in the insurance industry? Lizette lets us in on her experience using the GPT platform to extract data from documents. She enlightens us on how bots mimic user actions to streamline processes, providing an insider's view into the practical application of tech in her field. From web automation to APIs, get ready for a deep dive into the world of tech-enhanced insurance.
Lizette wraps up our conversation with a rallying cry for her fellow insurance agents - embrace AI and technology. She doesn't shy away from declaring that technology is inevitable in the insurance industry. Lizette urges her colleagues to educate themselves and understand technology to ease the transition. So, join us for this enlightening episode and get a glimpse into the future of insurance, ripe with AI and automation. We guarantee you'll walk away with a renewed perspective on the role of technology in insurance.
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