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Ryan J. Pinney
Ryan J. Pinney
in Top of the Table Annual MeetingOct 13, 2023

Elevating life insurance: Personalized client connections with AI-powered CRM

Pinney shares how you can use a mix of digital tools and ethical AI to transform client communications. These modern strategies can help you create meaningful connections that boost engagement, retention and revenue.
Business planning and continuityRetirement planning
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Author(s):

Ryan J. Pinney

Ryan J. Pinney