Agentic lead qualification, follow-up and advisor preparation — real deployments, no slideware. Limited to 25 participants.
Most AI pilots in sales stop at content generation. The measurable gains sit earlier: qualifying inbound demand, keeping follow-up alive and preparing the advisor before the meeting starts.
A 60-minute roundtable with 25 seats. Two practitioners open with what is running in production today, then the room works through its own cases.
Why 70% of customers want an advisor, why most institutions can't say what one appointment is worth — and the model that fixes it.
Patrick Kohler, Franck Kempfer
Where insurance distribution is heading when customers switch channels mid-decision — and what that asks of the advisor model.
Maik Fettig, Dr. Peter Höschler
Tell us about your revenue setup. We reply within two working days.