What to learn in this workshop?
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.
Workshop Objectives
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
Workshop Agenda
Session 1: Transforming Customer Experience with AI
• 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
Session 2: AI-Powered Customer Segmentation & Marketing
• 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
Session 3: Enhancing Agent-Client Relationships with AI
• 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
Session 4: Implementing AI for Smarter Customer Connection
• 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
Workshop Information & Fees:
Date: 25 September 2025
Time: 9:15am-1:15pm (Call time: 09:00am)
Venue: Oval Room, Smart-Space FinTech 1, Level 6, Core E, Cyberport 3
Format: Lecture + Hands-on Exercises +Group Discussion
Target Audience: Practitioners in insurance sector
Language: English / Cantonese
Speaker: Mr. King Lai, Director, Founder and CEO, Pubrio Limited
Remarks:
Participant are required to bring their laptop for attending the workshops
Fee:
*Early bird price:
-
HK$1,200 per head (with early bird code:
ABSU250925AM)
Promotion Period: This offer is valid from now until 03 September 2025.
*Regular price:
-
HK$1,500 per head.
*Cyberport Community Start-ups, including Cyberport current incubatees, current CCMF grantees, and Cyberport alumni. The individuals are required to pay 100% of the training fee in advance and reimburse 75% of the training fee from Cyberport through the following two funding schemes upon successful completion of the training (MUST NOT be absent or late for more than 15 minutes per module):
1. Incubation Programme for Smart Living Start-ups (CLP-SLS): please refer to the Guides and Notes for reimbursement requirements, process and details at
https://bit.ly/4n2Gh1r; or
2. Market Development Support Scheme (MDSS): please visit MDSS official webpage for funding application, and details at https://www.cyberport.hk/en/entrepreneurship/
overseas_mainland_market_development_support_scheme_mdss/
2.1 To apply for reimbursement of 75% of the training fee under the Market Development Support Scheme (MDSS), applicants must submit their application at least seven (7) working days before the commencement date of the workshop
*All monies collected will be used for Cyberport’s public mission start-up events and activities
Learners will NOT be given any certificate and attendance record if they are late and absent for more than a total of 15 minutes
AI & Cybersecurity
25 Sep 2025, 0915 - 1315
HK$1500 (Early Bird HK$1200)
Practitioners in insurance sector
