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Agentic AI: Your Smartest Partner or Your Riskiest Bet?

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About this event

What to expect

Agentic AI represents a fundamental shift in how artificial intelligence operates — moving beyond simple automation and predictive analytics to systems that can autonomously make decisions, take actions, and manage complex business processes. This one-hour CPD webinar examines whether deploying these intelligent agents is your organisation's smartest strategic move or a risky gamble that could undermine client trust and regulatory compliance.

Presented by Jeff Heasman, this session is designed for insurance professionals, financial advisers, and business executives navigating the rapidly evolving landscape of AI-powered decision-making. As agentic AI systems begin handling everything from client interactions to strategic planning, understanding the opportunities and pitfalls becomes critical for maintaining competitive advantage while managing operational risk.

What You'll Learn

The webinar focuses on three core learning objectives that bridge technical understanding with practical implementation:

  • Distinguish agentic AI from traditional systems — understand how autonomous AI agents differ fundamentally from rule-based automation and predictive analytics, and what this means for advisory and insurance roles
  • Evaluate opportunities and risks — assess the key benefits and dangers of deploying agentic AI in client-facing functions and operational processes within insurance and financial services
  • Develop integration strategies — learn practical approaches to safely incorporate agentic AI into your business model while managing compliance obligations, ethical considerations, and client trust

Real-World Applications and Ethical Dilemmas

The session explores concrete use cases where agentic AI is already transforming insurance and advisory services — from automated underwriting decisions to AI-powered client service agents. You'll examine ethical dilemmas that arise when AI systems make consequential decisions with limited human oversight, and navigate the regulatory landscape that governs autonomous AI deployment in financial services.

Whether you're exploring tools like ChatGPT and Claude for enhanced productivity, or considering enterprise AI platforms for process automation, this webinar provides the strategic framework to evaluate when delegation to AI agents makes sense and when human judgment remains irreplaceable.

This is an online CPD-accredited event worth 1 hour of continuing professional

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