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IBAM Tech Talk - AI and Chatbots, What You Need to Know for Your Brokerage

March 12, 2024, 12:00 - 1:00 PM

Jennifer Pugsley (VP of Customer Success, Goose Digital) and Tanya Coburn (VP of Marketing and Communications, Trufla) delivered an amazing webinar on AI and Chatbots. 

In this webinar, Jen and Tanya shared their expertise on:

  • AI Marketing Fundamentals: Delve into the basics of AI marketing strategies.
  • AI Do’s and Don’ts for Brokerages: Expert guidance on navigating AI implementation dos and don'ts.
  • Chatbots 101: Understanding the Basics: Explore fundamental chatbot concepts, their functions, applications in customer engagement, support, and common pitfalls.
  • The Evolution of AI Marketing in 2024: Discover the latest developments and innovations in AI marketing strategies for the upcoming year.
  • Chatbot Technology Trends: Gain insights into the latest trends shaping chatbot technology and revolutionizing customer engagement.
  • Understanding Chatbots for Complex Products and Services: Explore how chatbots can streamline processes and enhance customer experiences, especially in navigating complex products and services like insurance.

Featured Speakers

  • Jennifer Pugsley, VP of Customer Success, Goose Digital
  • Tanya Coburn, VP of Marketing and Communications, Trufla

Tanya and Jen collectively bring over 20 years of invaluable insurance marketing experience to the table, each having transitioned from the brokerage realm themselves!

About Goose Digital: Service Provider

Drawing from deep-seated insurance roots, Goose Digital brings modern digital marketing and operational technology services to the insurance industry, helping providers accelerate digital transformation. Goose Digital holds certifications across leading marketing automation technology and CRM, including Salesforce Pardot, Salesforce Marketing Cloud, Hubspot, Act-On, and online growth channels. 

Goose Digital is the #1 most experienced digital marketing agency for Insurance providers. Serving customers globally in all sectors, they have over 250 customers and delivered 700 projects. They combine in-house insurance expertise and modern digital marketing acquisition services with advanced technologies and actionable data to accelerate new business, retention, and loyalty. For more information, please visit 

About Trufla

Originating in the insurance sector, Trufla has expertly integrated real-world insurance knowledge with advanced AI technologies to design tools that revolutionize the distribution process. With a global client base exceeding 200, Trufla is committed to leveraging AI to empower distributors to thrive and expand in an increasingly digital world. Trufla’s innovative product suite includes an AI-driven customer self-service platform, comprehensive sales, customer management solutions, digital marketing strategies, and AI-fueled data insights. Boasting a diverse team of over 100 specialists in insurance, web development, AI, app development, and UI/UX, Trufla has rapidly emerged as a premier AI-centric Insurtech provider in Canada, earning the title of 2022’s Best InsurTech Provider by Insurance Business Canada. For more information, please visit

Goose Digital IBAM Member Benefits 

Goose Digital is providing IBAM Members with new offers! 

Learn More!