Digital Insurance Summit 2025
April 28 - 29, 2025
Westin Copley Place - Boston, MA
With an entrepreneurial spirit, Jeff founded Market Growth, a consultancy where he partners with B2B insurance and financial services firms to evolve their marketing and sales efforts, grow their brands, and generate leads without burdening brokers and advisors.
Jeff currently serves as the Fractional CMO with A-MAX Insurance, helping lead their digital transformation and geographic expansion. Jeff is also the Fractional CXO at Sutro Li, a leading accounting firm focused on serving nonprofit organizations.
As Head of Marketing at Woodruff Sawyer, a top 25 insurance brokerage firm, Jeff built and led the marketing and inside sales teams from the ground up. His diverse experience includes roles as an analyst at Merrill Lynch and Director of Strategic Initiatives at American Express. This background spanning marketing, finance, business operations, customer success, and product management makes him uniquely effective at driving change in financial services.
Jeff is a frequent speaker at financial services conferences and served on the Advisory Board for the Customer Experience (CX) Program at Cal State University. He earned his MBA at Cornell University and has a bachelor's degree in finance from the University of Delaware. Off the clock, he enjoys being a Krav Maga instructor and snowboarding with his daughter.
Day 1 – Monday, April 28, 2025
1:55 PM Panel: The Evolution of AI Chatbots in Insurance Customer Service – What Innovations Can We Expect Next?
Explore the latest advancements in chatbot technologies. Our experts will discuss the challenges of integrating AI into traditional customer support workflows and examine future trends, such as agentic AI and its potential to personalize insurance solutions at scale.
Key takeaways:
- AI's role in streamlining claims processing, improving customer engagement, and reducing operational costs.
- Insights into overcoming legacy systems, regulatory constraints, and data readiness
- Future advancements in AI to revolutionize CX
4:35 PM Working Group D: How Does Your Digital Channel Integrate with the Rest of the Business?
In this engaging working group. you’ll explore the critical role of digital channels as they relate to the entirety of your business functions. Dive into strategies for integrating digital platforms with legacy systems, CRMs, and offline operations to create a unified customer and employee journey. Discuss real-world challenges, such as ensuring consistent communication across touchpoints while maintaining a balance between automation and human interaction. Walk away with actionable insights to align your digital strategy with broader business objectives and drive both operational efficiency and customer satisfaction.
Check out the incredible speaker line-up to see who will be joining Jeff.
Download The Latest Agenda