AI Workflows & Use Cases for Agents

Session 4, Phase 1 of Agency AI Labs


AI Workflows & Use Cases for Agents

RECORDED June 30, 2026

Real agents. Real workflows. This session walks through how agencies are actually using AI today — from meeting notes to renewal prep to client communication — so you can see exactly where to start and what’s working right now.

Kimberly Fox

Commercial Lines Operations Leader
O’Connor Insurance Associates

Walker Ross

Account Executive
G.R. Little Agency

Disclaimer: The views and opinions expressed in connection with Agency AI Labs are those of the speakers and do not necessarily reflect the official policy or position of the Agents Council for Technology (ACT), IIABA or its subsidiaries and affiliates. The program is intended for general informational purposes only and should not be considered legal, investment or other professional advice. For specific expert advice, the services of an appropriate professional, such as an attorney or accountant, should be sought.