Episode description

Podcast guest Marcus Longone Financial Adviser and Director of https://theinsuranceguy.nz/

Chapters

00:00 The Rise of AI in Insurance

03:09 Automating Administrative Tasks with AI

06:11 Customizing AI for Business Needs

08:58 Integrating AI with Insurance Platforms

12:08 The Importance of Pricing in Insurance

15:17 Navigating Client Consultations

17:59 Building Trust and Value in Advisory Services

30:13 Building Trust and Authority in Insurance

31:53 The Role of AI in Financial Decision Making

34:43 Creating Effective AI Workflows

37:23 Enhancing Client Interactions with AI

41:09 Automating Claims Management

45:47 Streamlining Client Communication and Retention