Integrating Applied Book Builder Into Your Agency Workflows

This session will explore different use cases and opportunities to leverage insights from Applied Book Builder (TM) throughout the insurance lifecycle. Understand how Applied Book Builder proactively identifies upcoming renewals, leverages AI to enrich client risk data, and delivers intelligent coverage recommendations. Learn how these insights can help you prepare for customer interactions and even drive marketing campaign focus by highlighting missing coverages, enabling you to round accounts and boost premiums for your commercial book of business.

Skill Level: Basic
Target Audience: Account Manager - Medium/Large Commercial; Specialty Lines, Account Manager - Personal Lines/Small Commercial, Owner/Principal, IT/Operations Manager, Sales Representative, Marketing Manager/Specialist
Presenters: Guy Brahms, Shir Shavit, Joy Jack, Charles Frumerie, Or Steiner
Length: 60 minutes