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March 14, 2026

AI

In This Issue

Turning ‘maybe later’ into ‘let’s get started’ Closing with AI 

January 8, 2026 California Broker Magazine

2026 TRENDS By: Shannon Kinney, founder and client success officer, Dream Local Digital  If your sales team is only using AI for prospecting and research, you’re leaving its most powerful potential untapped. The latter part of the sales […]

In This Issue

Navigating the future with AI

September 1, 2023 California Broker Magazine

    TECHNOLOGY Navigating the future with AI Tool or weapon? It’s up to you how you tango with tech By ALAN KATZ Object lesson: how to leverage technology to help deliver more high-touch services […]

Insurance Insider Newsletter

Will Virtual Care Replace Primary Care

March 29, 2023 California Broker Magazine

Telemedicine Will Become Default, With More Virtual Treatments, Expert says What’s next for virtual care? And what about the blossoming trend of virtual-first hybrid care? Sean Mehra, a telehealth specialist, predicts the next 10 years […]

Insurance Insider Newsletter

Why Health Insurers Can, But Won’t, Break Up Medical Monopolies

March 15, 2023 California Broker Magazine

Why Health Insurers Can, But Won’t, Break Up Medical Monopolies If there’s one big lesson to take from this series so far—something that unites the many monopolies that make up American healthcare—it’s this: As monopolies […]

In This Issue

The Future of AI and Automation Technology 

February 1, 2023 California Broker Magazine

The Future of AI and Automation Technology  Innovation is key to insurance industry growth and profitability By Joshua Schneeloch While attending the Money 2.0 Conference in Las Vegas a week before Christmas last year, I […]

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