Let’s be honest; if you're in benefits sales, AI is coming for the parts of your job that used to take skill, memorization, and time:

• Quoting
• Product explanations / comparisons
• Even initial client education

Within a few clicks, AI can now analyze census data, recommend plans and spit out a polished proposal faster than you can sip your coffee. Your competitors will soon use AI to respond to RFPs instantly, craft personalized sales messages, and even run predictive outreach to your own prospects.

That’s not science fiction. That’s Q2 2025.

And let’s not kid ourselves: if you’re only showing up with a quote and a smile, you’re replaceable.

What AI can do

• Work 24/7 without breaks or bad days
• Personalize marketing with scary precision
• Analyze massive data sets instantly
• Automate your follow-up sequences and drip campaigns

• Build trust in a tense renewal meeting
• Ask the question that uncovers the real problem
• Help a CFO feel confident about a tough choice
• Rally a team when morale dips
• Lead through complexity and change

• The leader who knows how to ask better questions will always outpace the one reading from a script.
• The advisor who builds real connection will close deals AI never gets near.
• The team that embraces change will eat up market share from those stuck in yesterday’s playbook.

That’s what we’re going to unpack in my upcoming session at BenefitsPRO Expo: Leadership in the AI age

This isn’t a TED Talk. It’s a playbook. And a workshop. And we’re going to get real about how you lead your business and your team into the next era of work. Here’s a taste:

• Curiosity: The top salespeople? They're not just convincing pitchers - they're relentless learners. We’ll talk about how to cultivate better questions that lead to better deals and stronger leadership (and yes, we’ll talk about how to train your team to do the same).

• Connection: Soft skills are the new power skills. Because clients don’t want another spreads#!t - they want to be heard. We'll explore how to build trust in a time-starved, Zoom-fatigued world, and why connection is your secret weapon.

• Change: The biggest advantage today? Agility. Leaders who embrace change, build resilient cultures, and adapt faster than the market will always stay ahead. You’ll walk away inspired to turn uncertainty into momentum.

But I’ll leave you with this:

1. AI will keep evolving. 
2. But so will we. And the best leaders won’t fight the tools - they’ll sharpen their skills. 

If that resonates, this session is for you. Let’s get ready for the future, together.

Join me for “Leadership in the AI Age” on Tuesday, May 6 at 3:05 PM on May 6th at the BenefitsPRO Broker Expo, and come ready to take action.