What to learn in this workshop? 課程簡介
Participants will explore cutting-edge tools for smart customer segmentation, personalized marketing, and automated service delivery. Through practical examples and expert guidance, attendees will discover how AI can enhance agent support, drive client retention, and unlock cross-selling opportunities—while navigating data privacy and building tailored AI assistants. Embrace the future of insurance with smarter, more connected strategies.
此四小時沉浸式工作坊將帶領參加者探索AI在智能客戶分類、個人化營銷及自動化服務方面的應用。透過實例演示及實戰練習，學員將掌握如何運用AI提升代理支援、促進客戶保留及發掘交叉銷售機會，同時兼顧數據私隱及建立度身訂造的AI助理。
Workshop Objectives 工作坊目標
Equip insurance professionals with AI strategies and tools to:
• Enhance customer interactions and personalize experiences
• Automate and optimize customer service touchpoints
• Use AI insights to drive customer acquisition, retention, and loyalty
• Empower agents to build stronger client relationships through AI support
本課程旨在裝備保險從業員掌握以下AI策略及工具：
• 提升客戶互動質素及個人化體驗
• 自動化及優化客戶服務流程
• 利用AI洞察推動客戶開發、保留及忠誠度
• 透過AI支援代理，建立更穩固的客戶關係
Workshop Agenda 課程內容
Session 1: Transforming Customer Experience with AI
第一節：AI革新保險客戶體驗
• Overview of AI’s role in elevating insurance customer engagement
• How AI enables personalized policy recommendations and real-time support
• Examples of AI-powered chatbots, virtual assistants, and omnichannel communication
• AI如何提升保險業的客戶互動
• 實時支援及個人化保單建議
• AI聊天機械人、虛擬助理及全渠道溝通示例
Session 2: AI-Powered Customer Segmentation & Marketing
第二節：AI驅動的客戶分類與營銷策略
• Using AI to analyze customer data and behavior for precise segmentation
• Crafting targeted marketing campaigns and personalized communication
• Leveraging AI to optimize email campaigns, social media messaging, and content delivery
• 利用AI分析客戶數據及行為，進行精準分類
• 設計針對性營銷活動及個人化溝通
• 優化電郵推廣、社交媒體訊息及內容分發
Session 3: Enhancing Agent-Client Relationships with AI
第三節：AI強化代理與客戶關係
• How AI supports agents by automating routine tasks and providing actionable insights
• Using AI to identify cross-selling and upselling opportunities
• AI tools for proactive customer retention: monitoring engagement and satisfaction signals
• AI如何協助代理自動處理日常工作並提供可行洞察
• 發掘交叉銷售及追加銷售機會
• AI工具助力主動式客戶保留：監察互動及滿意度指標
Session 4: Implementing AI for Smarter Customer Connection
第四節：AI助你建立更聰明的客戶連繫
• Best practices for integrating AI-powered customer engagement tools
• Addressing data privacy, security, and regulatory considerations in customer-facing AI
• Building a simple AI assistant focused on customer queries and personalized advice
• 整合AI客戶互動工具的最佳實務
• 處理數據私隱、安全及監管要求
• 建立簡易AI助理，回應客戶查詢及提供個人化建議
Workshop Information & Fees 工作坊詳情
Date: 03 October 2025 (Friday)
日期：2025年10月03日（星期五）
Time: 2:00pm-6:00pm (Call time: 01:45pm)
時間：下午2:00至下午6:00（報到時間：下午1:45）
Venue: Oval Room, Smart-Space FinTech 1, Level 6, Core E, Cyberport 3
地點：數碼港3座E區Smart-Space FinTech 1 Oval Room
Format: Lecture + Hands-on Exercises +Group Discussion
形式：講座 + 實務操作 + 小組討論
Target Audience: Practitioners in insurance sector
對象：保險從業員及商業行政人員
Language: Cantonese / English
語言：廣東話 / 英文
Speaker: Mr. King Lai, Founder and CEO, Pubrio Limited
講者：Pubrio Limited創辦人及行政總裁 King Lai
Remarks: Participant are required to bring their laptop for attending the workshops
備註：參加者須自備手提電腦以便參與工作坊。
Fee 費用
*Early bird price:
- HK$1,200 per head (with early bird code: ABSU251003AM)
Promotion Period: This offer is valid from now until 19 September 2025.
早鳥優惠：
港幣$1,200（輸入優惠碼：ABSU251003AM）
推廣期至：2025年9月19日
*Regular price:
- HK$1,500 per head.
正價：
港幣$1,500
Learners will NOT be given any certificate and attendance record if they are late and absent for more than a total of 15 minutes
*The training fee is non-refundable but transferable.
遲到或缺席超過15分鐘者將不獲發證書或出席紀錄。
培訓費用不設退款，但可轉讓予他人。
AI & Cybersecurity, AI & Big Data
03 Oct 2025, 1400 - 1800
HK$1500 (Early Bird HK$1200)
Practitioners in insurance sector
