Rewind with Zocks – Introducing Zocks: The AI Assistant for Financial Advisors That Saves You 10+ Hours a Week
June 9 @ 1:00 pm - 1:45 pm
Zocks is a fast-growing, privacy-first AI assistant built specifically for life insurance advisors, helping save 10+ hours per week by automating meeting prep, notes, fact-finds, application prep, document processing, illustration follow-ups, and more. It plugs into your existing systems with powerful integrations and enterprise-ready controls, turning every client conversation into structured, accurate data and insights that deepen relationships and drive growth. Thousands of advisors and firms across leading carriers, IMOs, and BGAs already rely on Zocks. In fact, Zocks is the #1 rated AI Assistant in financial services on G2.
What You’ll Learn:
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- How life insurance advisors and agents are using AI to save 10+ hours per week
- A live look at Zocks in action for meeting prep, fact-finds, and follow-ups
- Practical ways to cut admin work without sacrificing client experience
- Real-world examples of AI-powered efficiency inside life insurance practices
- Join us for a tactical session designed to help you quickly reclaim time in your week and modernize your firm’s workflow.
Speakers:
Brad Stoub | GM at Zocks
