MGA Insurance Brokers Resources

Resources for the 2025 MGA Insurance Brokers Conference

PAST Presentations by Dave Staughton

DOWNLOAD Dave’s 2025 MGA Brokers Conference Cairns Presentation here:

MGA – Embrace the Future by David Staughton

DOWNLOAD Dave’s 2023 MGA Broker Assistants Adelaide Presentation here:

DOWNLOAD Dave’s 2016 MGA Broker Adelaide Presentation (Sponsored by QBE) here:

Useful Resources for MGA Insurance Brokers

AI Resources

Wellness Resources

Leadership Resources

FREE E-BOOKS by David Staughton

 

USEFUL AI TOOLS

  • AI ASSISTANTS – ChatGPT, Gemini, CoPilot, Grok, Claude, Perplexity, Consensus
  • AI MEETING NOTETAKERS – Fathom, Zoom AI, Fireflies, Otter
  • AI WRITERS – ChatGPT, Claude, Jasper, Copy.Ai, Quillbot, Perplexity
  • AI CHAT & VOICE BOTS – Podium AI, GHL Bots, Copilot.live, Manychat
  • AI EDITORS – Grammarly, Hemingway, ProWritingAid, (Copyscape)
  • AI IMAGES – MidJourney, DallE-3, Stable Diffusion, Leonardo
  • AI POWERPOINTS – Gamma, Tome, Beautiful, Canva Magic Design, CoPilot
  • AI ARTICLE RESEARCH – Scholar, Consensus, Iris, Scispace, Elicit,
  • AI GRAPHICS – ChatGPT, Canva AI, Adobe, Shutterstock, Jasper Art, Craiyon
  • AI VIDEO – Veo2/3, Invideo, Sora, Kling, Flug, Synthesia, Pictory, Runway, CapCut
  • AI VOICE – Eleven Labs, Murf, Descript, Speechify, Podcastle, Play.ht
  • OTHER AI – NotebookLLM, Publer & Blaze (Socials), Taplio (LI), Scribe (SOPs)

AVOID THE 5 DEADLY SINS OF AI IN INSURANCE

1. Privacy Breaches

Mishandling personal data can lead to identity theft and unauthorised profiling.

✅ Use secure platforms like CoPilot for handling MGA documents and client data.

❌ Avoid sharing identifiers or confidential info with general AI tools like ChatGPT.
2. Didn’t Check AI’s Results

Relying on AI without human oversight can result in incorrect advice

✅ Always verify AI-generated outputs before using them in client interactions or underwriting.
3. Sharing Your Data/IP

✅ Paid options are usually more secure than free versions.  Check your AI settings and turn off “Improve the model for everyone” to minimise  privacy and data control concerns.  (Avoid Chinese AI)
4. Not following Legal Compliance

Violating data protection laws (e.g., OAIC, Privacy Act) can lead to fines and lawsuits.

✅ Ensure AI tools comply with relevant regulations and maintain proper documentation.
5. YOU are Liable for the Advice given

Users are liable for incorrect decisions based on AI outputs.

✅ Ensure professional judgment is applied before acting on any AI advice.

 

AI CHAT BOTS

Choose the Right AI Chatbot to automate Enquiries and improve efficiency

  • For handling Enquiries? → Drift, ManyChat, Intercom, Podium, Birdeye
  • For a fully customised chatbot? → ChatGPT API + Zapier, GHL Chat Agent
  • For Insurance Industry – Kore AI, MS Nuance, Poly AI, Cognigy AI

CHATBOT SELECTION CRITERIA

  • Regulatory Compliance and Accuracy is a MUST
  • Works well with Facebook, Instagram, and WhatsApp to generate leads and answer enquiries.
  • Provides a 24/7 experience with personalized AI-powered interactions (dynamic not static).

MUST TRAIN YOUR CHAT BOT & REVIEW RESPONSES

 

AI VOICE BOTS for inbound calls, Outbound calls, bookings

TRY ROMEA AI “VOICE BOTS IN TRAINING”

  • Phone +61 290 001 522 – Enquire about TYRES & Ask Qs
  • Phone +61 756 464 551 – Enquire about PLASTIC SURGERY & Ask Qs
  • Podium AI or GHL Native AI Voice Agents
  • Talkie.ai – AI virtual receptionist that handles calls, scheduling, and reduces hold times.
  • Retell AI – AI-powered voice agent for call transfers, appointment scheduling, and multilingual support.

Five Key Considerations When Choosing an AI Voice Agent :

Integration & Compatibility, Compliance, Customization, Scalability and Cost

THE AI CHALLENGE – Things to Learn

1.Using LLMs like CHATGPT, CoPilot and Meeting Notetakers in your practice

2.Learn Better Prompting – Chain of Thought Prompts – Ask for a prompt suggestion

3.Use ChatGPT VOICE Prompts – Have a deep life or strategy coaching sessions

4.Make your own GPT or GEM = “Ask XXXXXXX” (like Digital Twin Reid Hoffman)

5.Create Articles that are in Your Own Style & Tone – “Humanised” AI writing

6.Create PROJECTS and load all up your useful information, FAQs, POBs

7.Set TASKS to be done – e.g. create a daily curated relevant newsletter

8.Use Google Notebook LLM – turn a big pdf into a podcast (Between 2 people)

9.Make an AI generated Powerpoint in GAMMA or TOME – for a client presentation

10.Make Better Content for Multiple Channels – Make VIDEOS / Hook Point

11.Use AI for improving Website SEO/SEM, Social Posts at Scale, Problem Solving

12.Train a BOT or AGENT – ChatBot AI (text) or Voice Agent AI

13.Create Agentic Workflows & ChatGPT Agent / Open AI Assistants API – make, n8n, Zapier

 

 

About David, Michelle & Brooklyn Staughton

David, Michelle, and Brooklyn Staughton can help you grow your Sales & Service levels and improve your Teamwork.

Specialist Practice Excellence - Brooklyn and David Staughton
David Staughton & Brooklyn Staughton
  • David Staughton is an award-winning conference speaker, business consultant and mentor.
  • Michelle and Brooklyn Staughton are conference speakers and skilled Trainers of Front Desk Staff and Teams.

About Dave

David “Big Dave” Staughton is an Award-winning Certified Speaking Professional (CSP) with over 20 years of professional speaking & consulting experience. He is a past board member of Professional Speakers Australia and a past advisor to a large Australian speakers bureau and online speakers website. As an experienced International Keynote Speaker, he has presented to over 800 Audiences in 12 Countries.

David’s most popular SPEAKING TOPICS cover  AI, Growth Strategy, Teamwork, Service & Sales improvement – overcoming sales slumps and seasonality for small businesses and plastic surgeons.

He is also a successful serial entrepreneur and an expert on Growing Small Businesses in Turbulent Times

Dave offers:

More Resources

You can also download Dave’s FREE Business E-Books here.

If you would like to read more BLOGS for growing your business please sign up to the e-newsletter or connect on LINKEDIN or FACEBOOK

Sign up for our Enewsletter (below) to get more growth ideas in your inbox

"*" indicates required fields

This field is for validation purposes and should be left unchanged.

 

NEXT STEPS

  • Would you like to discuss your plans for an upcoming conference or event?
  • If you have an issue or question about a conference or training for your business – please contact Dave
  • Book a “1 on 1” Session with Dave for an Online Meeting about your Business or upcoming Conference

If you would like a chat or have any suggestions for this website please call or SMS David on +61408375100 or contact us

www.davidstaughton.com.au © David Staughton 2025 – All rights reserved