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Eubrics AI - The C-Suite Reflection Room: How are Insurance Agencies Adopting AI

Eubrics AI - The C-Suite Reflection Room: How are Insurance Agencies Adopting AI

Eubrics AI - The C-Suite Reflection Room: How are Insurance Agencies Adopting AI

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. Prior to her current role, Michelle served as VP of Strategy & Implementation at SimplyIOA, where she spearheaded critical projects in agent enablement, technology adoption, and process optimization. With a strong foundation in project delivery, business development, and analytical leadership, Michelle has held key positions at companies like Command Investigations, One Call, Florida Blue, and Armstrong World Industries. Her cross-functional expertise spans operational excellence, customer experience, financial planning, and strategic execution—making her a vital voice in conversations around AI-driven transformation in insurance sales and implementation.

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. Prior to her current role, Michelle served as VP of Strategy & Implementation at SimplyIOA, where she spearheaded critical projects in agent enablement, technology adoption, and process optimization. With a strong foundation in project delivery, business development, and analytical leadership, Michelle has held key positions at companies like Command Investigations, One Call, Florida Blue, and Armstrong World Industries. Her cross-functional expertise spans operational excellence, customer experience, financial planning, and strategic execution—making her a vital voice in conversations around AI-driven transformation in insurance sales and implementation.

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. Prior to her current role, Michelle served as VP of Strategy & Implementation at SimplyIOA, where she spearheaded critical projects in agent enablement, technology adoption, and process optimization. With a strong foundation in project delivery, business development, and analytical leadership, Michelle has held key positions at companies like Command Investigations, One Call, Florida Blue, and Armstrong World Industries. Her cross-functional expertise spans operational excellence, customer experience, financial planning, and strategic execution—making her a vital voice in conversations around AI-driven transformation in insurance sales and implementation.

Topics Covered

Topics Covered

Topics Covered

What differentiates forward-moving agencies in their AI adoption journey.

  • Learn how adopting a cloud-based model and a positive mindset are key to AI success.

The must-have tools and mindsets for modern, AI-powered sales centers.

  • Explore how AI and automation are enabling better talent and customer experience by streamlining workflows.

How to define and measure agent success in an AI-first environment.

  • Understand how AI empowers agents by offloading mundane tasks, allowing them to focus on consultative roles and building trust.

Lessons from early adopters: where AI delivers real ROI in insurance operations.

  • Discover how AI drives efficiency, increases customer lifetime value, and boosts revenue.

The “AI-zation” of insurance—what transformation actually looks like in 2025.

  • Gain insights into how AI acts as a 'pitch coach,' providing instant feedback to enhance agent performance and drive fundamental industry change.

Short Summary

Short Summary

Short Summary

This webinar, "Eubrics AI - The C-Suite Reflection Room: How Are Insurance Agencies Adopting AI," features Michelle Sipe (SimplyIOA) and Nikita Jain (Eubrics) discussing AI adoption in insurance. The session highlights the shift to cloud-based, AI-enabled operations, emphasizing that a forward-thinking mindset is as crucial as the tools themselves. Key takeaways include how AI frees agents from mundane tasks, enabling them to focus on consultative roles, and how it provides measurable ROI through increased efficiency and customer satisfaction. The discussion also explores how AI functions as a "pitch coach," offering instant feedback to elevate agent performance and drive significant industry transformation.

Practice Makes Revenue: AI Roleplays for Rapid Ramp-Up

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Improved Decision-Making Outcomes

20%

and double your sales productivity

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Learn More

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