​AI is About to Sit at Your Desk

​AI is About to Sit at Your Desk

​How Human + Agentic AI Will Redefine Enrollment, Advice, and the Broker’s Value

​Presented by Julian Lago, Founder & CEO, Benepower

​AI isn’t coming for advisors—it’s coming to work with them.

​Agentic AI doesn’t just automate tasks. It amplifies human judgment, removes friction, and unlocks insights brokers have never had access to before.

​In this session, Julian Lago explores how human-AI collaboration will reshape employer-based health insurance—from enrollment and data collection to real-time insights and smarter plan decisions.

​You’ll learn how AI-powered systems are transforming:

​·     Employee enrollment experiences

​·     Data capture, delivery, and analysis

​·     Plan design and renewal strategy

​·     The advisor’s role as a true strategic partner

​The future broker isn’t replaced by AI.

​They’re elevated by it.

​Don't forget to buy your 50/50 raffle ticket! See that option when registering for the event.

​CE: 11am-12pm Compliance Data Mining: Essential Compliance Elements, course #127940

​Presented by Lillian Cohen

​Networking: 12-12:30pm

​Luncheon and Program: 12:30-1:30pm

​Lunch Sponsored by

​Thank you to our Partner Sponsors