AI Workflows & Use Cases for Agents
AI workflows and use cases for agents
RECORD June 30, 2026
Real agents. Real work processes. This session looks at how agencies are actually using AI today – from notes to meetings to renewal preparation and client communications – so you can see exactly where to start and what’s working right now.
Kimberly Fox
Head of Commercial Operations
O’Connor Insurance Associates

Walker Ross
Account manager
A small GR agency
Agency Management Solutions
Disclaimer: The views and opinions expressed in connection with AI Labs are those of the contributors and do not necessarily reflect the official policy or position of the Agents for Technology Council (ACT), IIABA, or its subsidiaries and affiliates. The Program is for general informational purposes only and should not be construed as legal, investment or other professional advice. To obtain specific expert advice, you should seek the services of an appropriate specialist, for example, a lawyer or an accountant.
