Sector event
Insurance and Wealth AI Workflow Clinic
A practical clinic for insurance and wealth teams that want to improve policy servicing, complaint chronology, adviser support and internal knowledge search without losing governance control.
Session promise
Practical AI for policy servicing and adviser support.
The session is designed to produce a useful next conversation, not a broad AI lecture. Attendees leave with one workflow candidate, a governance lens and a clear decision on whether a fit check is worthwhile.
Policy knowledge search
Complaint timeline
Adviser support pack
Outputs
What the room should produce.
- A realistic workflow candidate for servicing, support or complaint handling.
- A first-pass view of source evidence, review points and data sensitivity.
- A decision on whether a two-week Workflow Sprint is justified.
Agenda
A tight session built for follow-up.
- 1Where AI helps in policy, servicing and support work.
- 2Examples: knowledge search, complaint chronology and adviser packs.
- 3Regulated-output boundaries and review expectations.
- 4Fit-check exercise: score one candidate workflow.
Suggested format
60 to 75 minutes works well for breakfast sessions, clinics or partner-hosted briefings. Follow-up should happen within two working days while the named workflow is still fresh.
Next step
Want to run the Insurance / Wealth Clinic?
We can shape the invite, lead-capture questions, workflow examples and fit-check follow-up around the audience you want to reach.