Page 24 - EBOOK ON AI TOOLS FOR INSURANCE

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GETTING STARTED: BEST

PRACTICES FOR IMPLEMENTATION

Regularly Review Tool Performance:

Schedule monthly check-ins to assess

tool usage, address challenges, and

track performance against the defined

KPIs. Use short feedback surveys or

team huddles to identify what’s working

and where refinement is needed.

Ensure Data Security and Regulatory

Compliance: Before integrating any AI

tool, ensure that it complies with your

company’s data security policies and

IRDAI regulations. Avoid feeding

personal client data into open tools and

choose platforms with encryption and

compliance features.

This methodical approach helps your team

gain confidence, builds internal champions

for AI adoption, and ensures a seamless

transition to a more productive and tech-

enabled insurance workplace.