06: The Agentic Roadmap: A Checklist for Real World Deployment

In this episode of the Agentic Insurer, host Nick Lamparelli welcomes Kara Bauer, Head of Delivery for Shift Technology in the Americas, to explore the essential steps insurance organizations should take to prepare for implementing agentic AI. Nick Lamparelli and Kara Bauer break down the difference between traditional AI and agentic AI, explaining how agentic AI moves beyond gathering information to actually taking action in insurance workflows. They discuss which types of processes are best suited for AI automation, starting small, and building trust with early wins. Discover practical advice on: Mapping out and understanding your manual, repeatable workflows Crowdsourcing ideas from teams to identify pain points Preparing and structuring your organization’s data for AI readiness—including handling unstructured data Implementing solid operational plans, change management, and continuous monitoring Setting governance, compliance, and security guardrails The game-changing potential of recursive AI agents that monitor not only workflows but each other If you’re looking for an actionable checklist and real-world insights on getting your insurance operations ready for agentic AI, this episode is your roadmap! #AgenticAI #InsuranceAI #SHIFTtechnologies #InsuranceInnovation