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Tom Hegna on AI: Where Insurance Is Headed
Tom Hegna and Steven Latow on better insurance conversations, and how AI helps agents turn what clients say into meaningful action.
Most clients don't know where their protection falls short — and they rarely ask the questions that matter most. Tom Hegna shares how great agents uncover the risks hiding beneath the surface, joined by Zocks CSO Steven Latow on how AI helps agents capture what clients say and turn it into action.
- Why clients misunderstand their protection needs, and how to make it clear, relevant, and personal
- Which questions uncover hidden coverage gaps and the real concerns behind objections
- How AI captures client intelligence and surfaces meaningful signals, at scale
- What repeatable processes turn conversations into follow-up and protection opportunities
- Why the future belongs to agents who pair human judgment with AI-assisted follow-through
Tom Hegna on AI: Where Insurance Is Headed
Most clients don't know where their protection falls short — and they rarely ask the questions that matter most. Tom Hegna shares how great agents uncover the risks hiding beneath the surface, joined by Zocks CSO Steven Latow on how AI helps agents capture what clients say and turn it into action.
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- Why clients misunderstand their protection needs, and how to make it clear, relevant, and personal
- Which questions uncover hidden coverage gaps and the real concerns behind objections
- How AI captures client intelligence and surfaces meaningful signals, at scale
- What repeatable processes turn conversations into follow-up and protection opportunities
- Why the future belongs to agents who pair human judgment with AI-assisted follow-through
Tom Hegna on AI: Where Insurance Is Headed
Most clients don't know where their protection falls short — and they rarely ask the questions that matter most. Tom Hegna shares how great agents uncover the risks hiding beneath the surface, joined by Zocks CSO Steven Latow on how AI helps agents capture what clients say and turn it into action.
- Why clients misunderstand their protection needs, and how to make it clear, relevant, and personal
- Which questions uncover hidden coverage gaps and the real concerns behind objections
- How AI captures client intelligence and surfaces meaningful signals, at scale
- What repeatable processes turn conversations into follow-up and protection opportunities
- Why the future belongs to agents who pair human judgment with AI-assisted follow-through