Great Lakes Automation Day
Tuesday, November 11th, 2025
Weber’s Hotel & Restaurant
3050 Jackson Ave. Ann Arbor, MI. 48103
Agenda:
9:00 a.m. - 9:30 a.m.
Coffee & Connections with Exhibitors
9:30 a.m. - 10:30 a.m.
Ready to Use AI Tools | Dan Metcalf, CyberFin
Synopsis: Join Daniel Metcalf in this highly actionable working session webinar designed specifically for Agency Leaders to practically implement AI solutions into their organization.
In under 60 minutes, we'll create two ready-to-use AI tools: a Co-CEO Chat Agent to assist with high-level strategic decisions and communications, and a Customer Service Chat Bot perfect for enhancing client interactions on your website. These practical AI tools deliver immediate benefits, freeing both Network Leaders and Agency Leaders to focus more time on strategic tasks and relationship-building activities that only humans can excel at.
Key takeaways:
- Understand exactly how AI can streamline strategic decision-making and administrative tasks through your custom Co-CEO Chat Agent.
- Quickly build and deploy a Customer Service Chat Bot tailored for insurance agency websites, immediately enhancing client experience.
- Equip your Agency Leaders with clear, step-by-step guidance for rapidly adopting these AI tools without extensive technical expertise.
FAQ:
· Do I need to know coding? → Nope.
· Will I use be using an actual AI Software → Yes — and you’ll learn to customize it for your business.
· Is this just theory? → No. This is roll-up-your-sleeves, real-life stuff.
10:30 a.m. - 11:30 a.m.
Profit and Productivity Automations & Integrations | Casey Nelson, Director of Consulting Services, CatalyIT and Joe Sommerdyke, President, MAIA Insurance Services
Synopsis: Modernize your agency, maximize your profits. Learn more about CatalyIT, a platform that enables agencies to assess, select and implement the right technology solutions. See a preview of CatalyIT’s Tech Assessment Tool, an interactive guide that asks specific questions about your agency’s needs and recommends specific vendors and tools to assist.
11:30 a.m. - 1:00 p.m.
Luncheon Keynote: Interactive Hacks | Exhibitor Round Robin
Synopsis: Your Top Tech Exhibitors at GLAD will share their #1 trick/tip they've implemented to save their team time and effort, while increasing ROI.
1:00 p.m. - 2:00 p.m.
Exhibitor Experiences: Time to Explore & Engage with the Top in Tech
2:00 p.m. - 3:30 p.m.
Peer-Proven Automation: What Works & Why | MC Jerry Fetty, Agency Owner Don Shampine, Agency Owner Dan Conner, Big I Michigan Partner SMART I.T. and Big I Michigan Partner Omega Computer Services
Synopsis: This interactive session with those on the cutting edge of technology implementation will help you understand how others in industry are utilizing tech tools daily within their businesses. Bring your burning questions with you, and we’ll be sure to answer them!
3:30 p.m. - 4:00 p.m.
Last Call: Exit with Exhibitors
4:00 p.m. - 5:00 p.m.
Optional Happy Hour: Enjoy an after-hours beverage with friends at Weber's Restaurant!