Not sure where to begin? You don’ t need an AI strategy, you just need a starting point.

Week 1 – Get familiar

Create an account with an AI tool such as Microsoft Copilot or ChatGPT

Ask AI to rewrite an existing client email in a clearer, more client-friendly style

Use AI to summarise a provider update or industry article

Identify one repetitive task that takes up time every week

Week 2 – Improve efficiency

Use AI to draft a client review invitation

Turn meeting notes into a summary with clear actions and next steps

Create a template for annual protection review communications

Use AI to save at least 30 minutes on a routine administrative task

Week 3 – Strengthen client engagement

Use AI to draft a LinkedIn post or client newsletter

Create a simple guide explaining income protection in plain English

Generate ideas for new protection conversation starters with existing clients

Refine AI-generated content to reflect your own tone and style

The Omni Protect AI challenge

After reading this article, ask yourself, what’ s one thing you’ ll try in the next seven days?

Draft a client email using AI Create a LinkedIn post with AI support Summarise meeting notes using AI Create a client review campaign Review your client bank for protection opportunities Explore a new AI use case relevant to your business Share an AI success story with your team

A few things to remember

• Start with one task

• Measure the time saved

• Build confidence

• Keep the adviser in control

• Focus on better client outcomes

The firms that benefit most from AI won’ t necessarily be the most technical. They’ ll be the ones willing to test new ideas, learn what works and build from there.

The first step doesn’ t need to be a major project. It could be as simple as drafting an email, streamlining a process or uncovering an opportunity within your existing client bank.

The important thing is getting started.

Week 4 – Identify opportunities

Review your client bank for potential protection gaps

Identify clients who haven’ t reviewed their cover in the last three years

Create a campaign for mortgage clients without income protection

Build a client review checklist using AI prompts

Want to know more about how AI can help your business?

Speak to your local Business Development Manager, or join us at one of our Protection events scheduled in the future.

August 2026 | 11