Intake — Carrier / Insurer

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First Name *

Email *

Organization

Your role/title

Province or country

Organization size

Where does AI sit in your organization today?

The problem statement *

e.g. submission triage is eating underwriter capacity, or renewals take too long to quote

What does a win look like 12 months from now?

Executive sponsor

Who needs to be educated?

Timeline

How did you hear about me?

Anything else I should know?

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Intake — MGA / MGU

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First Name *

Email *

Company Name

Job Title

Province or country

Your programs and niches *

e.g. contractors GL in Ontario, marine cargo, cyber for SMEs

Capacity relationships

Underwriting and policy stack

How are submissions handled today?

Biggest growth bottleneck

What should AI take on first?

Team size

Timeline

How did you hear about me?

Anything else I should know?

Your answers are used only to understand your situation and respond. Handled per our Privacy Policy and never sold.

Intake — Brokerage (Leadership)

Most fields are optional. Answer what is useful — even rough answers help.

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First Name *

Email *

Company Name

Job Title

Province or country

Firm size

Book mix

Broker management system

e.g. Applied Epic, Power Broker, Sig XP, EZLynx

Your digital presence today

Biggest operational drag

What should AI take off your team's plate first? *

What are you looking for?

Team training

Leadership working session

AI roadmap education

A keynote for our event

Timeline

How did you hear about me?

Anything else I should know?

Your answers are used only to understand your situation and respond. Handled per our Privacy Policy and never sold.

Tell me where you sit. I will meet you there.

Intake — Carrier / Insurer

Intake — MGA / MGU

Intake — Brokerage (Leadership)

Intake — Broker / Agent (Digital Presence)

Intake — Something Else

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