From Our Call
Monday, February 9, 2026 · 12:40
This page pulls out the moments that shape the pitch: what you’re looking for, what I offered, and how we aligned.
The conference
MIEC marketing committee · Rhode Island · September 2026 · ~6 sessions to fill. You’re chair this year; the group is physician medical malpractice insurers—mix of broker-only, hybrid, and captives. Marketing is the “weird” one because of antitrust disclaimers and the fact that it’s the business-development arm, so topics have to work for everyone.
What you want
Pipeline automation … leveraging tools, sales sequences … hit a lot of different goals … automation, AI insights on customer profiles, syndicating content … a lot of qualitative to this outside of the vendor part … I don’t like [when the chair] just brings his vendors in and pitches.
You wanted something that hits the high points for different goals, leverages AI and tools, and stays useful—not a vendor showcase.
What I said
I speak a lot … professional services, a lot of attorneys. Most of what I speak about now is AI … Marketing automation was prohibitively expensive because generating that much content cost too much. Now nobody cares if the email is written by an AI … I frame things so people can take something away and grow with it … I want practical, usable things.
And on what works best: the session that goes through how to set up ChatGPT, Claude, Gemini—accounts, projects, custom GPTs—and then use cases. That one got the best response.
Alignment
You: “Maybe talk about different ways you could leverage it—funnel automation, brand nurturing for existing members … getting content in front of people in a way that isn’t overwhelming or prohibitively expensive.” Me: that’s exactly the space I speak in—practical AI and automation, no sales pitch, usable takeaways. You said you’d bring it up in the first planning meeting and follow up. This site is the follow-up.