NAILBA 365: Practical AI with Jason Kidd

Join Jason Kidd as he shares how his team tackled a common operational bottleneck: cases slowing down due to follow-up questions and repeated underwriting inquiries. Jason will walk through how they identified the issue and implemented a practical, tech-enabled solution that delivered meaningful results.

Through their partnership with Pathwork, Jason will explain how his team streamlined data collection upfront, reduced back-and-forth with underwriters and the sales team, and improved overall case efficiency and workflow management. He’ll also share the decision-making process, key lessons learned, and how identifying and refining specific workflows within your sales process can lead to faster outcomes and stronger advisor experiences.

This session is focused on real problems, practical solutions, and ideas you can apply directly to your own business.