AI in broking has moved beyond curiosity. It’s now about execution.

In this episode of Broker Bulletin, Katherine Persoglia sits down with Whitney Cali, LMG’s Group Executive of Product, Tech and Data, to unpack how leading brokers are embedding AI into daily workflows — not to replace judgement, but to sharpen it.

From My Note Writer and My Quality Assurance inside MyCRM to integrating Google Gemini into your calendar and inbox, this is a practical conversation about speed, compliance and delivering clearer answers to clients.

What you’ll learn in this episode:

• Why you should never start a document from scratch again

• Why AI can provide the data, but only a broker can look a client in the eye and say, "I’ve got your back."

• Why clients will soon expect instant certainty and how you can deliver it

• How to experiment safely without compromising sensitive client data

• Whitney’s "3 Rocks" strategy for ending the day with clarity

In a market where information is everywhere, certainty is earned. This episode shows you how.

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