AI-ThePotentialforAutomatedAdvisoryintheInsurance.pdfVIP

AI – The Potential for Automated Advisory in the Insurance Industry Puneet Bharal, ACORD | @Puneet_ACORD Larry Shapiro, Surely Group | @surelygroup February 2016 Join the discussion at /groups/3210754 Disclaimer and reservation of rights This document is provided “as is” and the authors make no representations or warranties, express or implied, including, but not limited to, warranties of merchantability, fitness for a particular purpose, non-infringement, or title; that the contents of the document are suitable for any purpose; nor that the implementation of such contents will not infringe any third party patents, copyrights, trademarks or other rights. This document is provided for general informational and educational purposes only and does not constitute legal advice. The information contained herein is intended, but not promised or guaranteed, to be current, complete, and up-to-date. You should not act or rely on any information contained in this document without first seeking the advice of an attorney. The authors will not be liable for any direct, indirect, special or consequential damages arising out of any use of the document or performance or implementation of the contents thereof. Permission to use, copy, and distribute the contents of this document in any medium for any purpose and without fee or royalty is hereby granted, provided that you, in all cases, clearly reference the document and the authors thereof. Copyright 2016 ? ACORD Corp and Surely Group Ltd Copyright 2016 ? ACORD Corp and Surely Group 1 | P a g e Join the discussion at /groups/3210754 Executive summary Insurance is often regarded as a face-to-face business, built on personal relationships, be it personal lines where the client relies on the advice and assistance from an agent, or comme