Where insurance distribution is heading when customers switch channels mid-decision — and what that asks of the advisor model.
Customers research digitally and decide with a person. That combination breaks channel-based reporting and the incentives built on top of it.
A 40-minute recorded session on hybrid distribution models: which parts of the journey move to self-service, where advisors gain leverage, and how to plan capacity for both.
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
Agentic lead qualification, follow-up and advisor preparation — real deployments, no slideware. Limited to 25 participants.
Michael Breiter, Yathur Nathan
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