The AI-first agency: Your 30-60-90 day plan in 15 minutes

Tuesday, September 29, 2026
Mandalay Bay Ballroom G (Workflows and Optimization Stage)
Workflows and Optimization Stage
FormatMic Drop

 AI adoption doesn't have to be complicated. Based on a real-world framework used by successful independent insurance agencies, this session walks through a proven 30-60-90 day approach to launching AI, demonstrating measurable ROI, and scaling results across the customer journey. Learn how one agency doubled call-to-bind conversion rates, handled more than 90% of inbound calls with AI, and accelerated growth by starting with a focused pilot and expanding strategically. You'll leave with a practical roadmap on where to start with AI, how to establish the human guardrails needed for success, create an early win, and give agents more time to focus on customers, relationships, and wins.​

Speakers
Dave Rose
Dave Rose, Head of bolt Agency - bolt