Sales Effectiveness

Sales Effectiveness

Eubrics AI - The C-Suite Reflection Room: AI For Agents in Home Insurance Sales

Eubrics AI - The C-Suite Reflection Room: AI For Agents in Home Insurance Sales

Eubrics AI - The C-Suite Reflection Room: AI For Agents in Home Insurance Sales

Michelle Sipe

Michelle Sipe

Michelle Sipe

SVP, Operations & Implementation SimplyIOA

SVP, Operations & Implementation SimplyIOA

SVP, Operations & Implementation SimplyIOA

Michelle Sipe is a seasoned operations and strategy leader with over a decade of experience driving transformation in the insurance and healthcare sectors. As SVP of Operations & Implementation at SimplyIOA, she leads large-scale digital initiatives, elevating operational efficiency and customer experience across the organization.

Michelle Sipe is a seasoned operations and strategy leader with over a decade of experience driving transformation in the insurance and healthcare sectors. As SVP of Operations & Implementation at SimplyIOA, she leads large-scale digital initiatives, elevating operational efficiency and customer experience across the organization.

Michelle Sipe is a seasoned operations and strategy leader with over a decade of experience driving transformation in the insurance and healthcare sectors. As SVP of Operations & Implementation at SimplyIOA, she leads large-scale digital initiatives, elevating operational efficiency and customer experience across the organization.

Topics Covered

Topics Covered

Topics Covered

Transforming Agent Onboarding with AI

How AI drastically reduces onboarding time, improves training outcomes, and addresses high agent attrition.

Independent vs. Captive Agencies: Talent & Training Implications

Key operational and developmental differences and why independent agencies face greater scalability challenges.

AI as a Strategic Enabler, Not a Replacement

Leveraging AI for feedback, coaching, and simulated training—empowering human trainers rather than replacing them.

Redefining the Role of the Insurance Agent

From sales rep to trusted advisor—why emotional intelligence and human connection will define future agent success.

Short Summary

Short Summary

Short Summary

In this episode of "The C-Suite Reflection Room", leaders from Eubrics and Simply IOA come together to examine the urgent challenges facing agent development in the home insurance sector. As independent agencies grapple with growing product complexity and high attrition, the conversation explores how AI can transform onboarding, training, and talent strategy.
Nikita Jain, CEO of Eubrics, and Michelle Sipe, SVP at Simply IOA, share how AI-driven tools like simulated call bots and real-time coaching platforms are helping agents ramp up faster and with more confidence. From reducing the inefficiencies of legacy onboarding models to reimagining the agent as an empathetic, high-impact advisor, this session offers a roadmap to future-proofing your workforce.
Packed with practical insights and actionable strategies, this webinar is a must-watch for insurance leaders, HR strategists, and anyone invested in scalable, people-first growth.

Practice Makes Revenue: AI Roleplays for Rapid Ramp-Up

Practice Makes Revenue: AI Roleplays for Rapid Ramp-Up

Practice Makes Revenue: AI Roleplays for Rapid Ramp-Up

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