Register Now for IJ's "AI Tools for Retail Agents" Demo Day on Dec. 10
December 9, 2025
Insurance Journal's Risky Future series is hosting a free "AI Tools for Retail Agents" Demo Day built for retail insurance agencies. If you're evaluating practical AI that fits real workflows, this is a clean way to compare solutions side by side without vendor sprawl.
"The demo day events have been popular. We've been impressed by the heavy mix of C-suite, directors, and tech leaders attending," says Josh Carlson, CEO of Wells Media Group, Inc. "It's obvious that agents and brokers are excited about exploring AI potential in their insurance businesses."
Event at a Glance
- Date: Wednesday, December 10
- Time: 1:00 p.m. ET
- Format: Fast demos, case studies, and product walkthroughs
- Duration per session: 15 minutes or less
- Cost: Free
- Who should attend: Agency principals, producers, account managers, ops/IT, and data leaders
Registration is free on the event website. Block your calendar and bring a short list of workflows you want to fix.
What You'll See
- Ennabl: AI built for agencies that streamlines workflows, pulls key data from documents and systems, and automates routine admin work across the shop.
- Cara: A domain-specific AI system for the insurance industry. Modular components help agencies speed up sales and automate service through a 24/7 digital workforce.
- Broker Buddha: Connected workflows that help agents and brokers save time, build trust, and move submissions through placement with fewer back-and-forths.
Why This Matters for Retail Agencies
- Reduce manual tasks: intake, ACORD forms, submissions, endorsements, email triage, and policy checking.
- Cleaner data: OCR and parsing to capture quote-ready details and push them into your AMS/CRM without rekeying.
- Faster client response: self-service and AI assistants for common service requests and renewal questions.
- More producer leverage: research, proposal drafts, and renewal prep done in minutes, not hours.
- Operational insight: dashboards for hit ratio, retention, service SLAs, and bottlenecks that cost your team time.
How to Get ROI From the Demos
- Pick 2-3 high-friction workflows and time them today for a baseline (e.g., submission to quote, cert issuance, loss-run follow-ups).
- Ask for concrete numbers: minutes saved per task, error rates, productivity lift per seat, and expected payback period.
- Confirm integrations: AMS (Applied, Vertafore), email, document storage, SSO, and API access for future needs.
- Probe data handling: PII/PHI safeguards, retention policies, audit logs, and whether your data trains shared models.
- Run a short pilot: 30-60 days, one line of business, one team. Define success metrics before kickoff.
Compliance and Governance
Line up your AI use with carrier agreements and internal controls. Document where humans approve outputs, keep audit trails, and set a clear escalation path for edge cases.
- Update E&O, vendor risk reviews, and data processing addendums.
- Train staff on prompt hygiene, sensitive data handling, and verification steps.
- Schedule periodic reviews for accuracy, bias, and drift.
For context, see the NAIC's guiding principles on AI and how to align your policies accordingly.
NAIC: Principles on Artificial Intelligence
Make the Most of Demo Day
- Show vendors sample documents and workflows you actually use (ACORDs, BOR letters, SOVs, COIs).
- Push for live scenarios, not slides. Ask them to handle messy data.
- Decide in advance: if the pilot hits target metrics, what's your rollout plan and budget?
Keep Learning
If you want structured training tailored by role, here's a curated library that can help your team ramp up fast.
About the Risky Future "Demo Day" Events
Risky Future Demo Day events are live online sessions where experts present solutions to current challenges in insurance. It's a product of Insurance Journal, the property/casualty sector's leading daily news site with research, breaking news, and online media.
Wells Media Group brands include Carrier Management, Claims Journal, the Academy of Insurance, Insurance Journal TV, and MyNewMarkets.com.
Block 1:00 p.m. ET on Dec. 10 and register on the event website. Bring your questions, your workflows, and clear success metrics-then choose the tool that earns its spot in your stack.
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