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.

AI in broking has moved beyond curiosity. It&rsquo;s now about execution.
In this episode of Broker Bulletin, Katherine Persoglia sits down with Whitney Cali, LMG&rsquo;s Group Executive of Product, Tech and Data, to unpack how leading brokers are embedding AI into daily workflows &mdash; 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&rsquo;ll learn in this episode:
<ul>
<li dir="ltr">
Why you should never start a document from scratch again
</li>
<li dir="ltr">
Why AI can provide the data, but only a broker can look a client in the eye and say, "I&rsquo;ve got your back."
</li>
<li dir="ltr">
Why clients will soon expect instant certainty and how you can deliver it
</li>
<li dir="ltr">
How to experiment safely without compromising sensitive client data
</li>
<li dir="ltr">
Whitney&rsquo;s "3 Rocks" strategy for ending the day with clarity
</li>
</ul>
In a market where information is everywhere, certainty is earned. This episode shows you how.

Broker Bulletin is your go-to podcast for tips, stories, and insights straight from the heart of Australia’s broking industry. It’s all about keeping you ahead of the game in a market that’s always on the move.

Each week, we chat with guest brokers, industry leaders, and area experts who tackle the big challenges facing broking and share some of the real opportunities on offer. From celebrating wins to dishing out practical advice, each episode will give you the guidance you need to make the most of your broking journey.

Whether you’re on the road, at the gym, or taking some time out from a busy day, Broker Bulletin is here to keep you inspired, informed, and ready to take your business to the next level, no matter what stage of your career you are in.

So, hit subscribe, join the conversation, and connect with our growing broker community.

Broker Bulletin is your go-to podcast for tips, stories, and insights straight from the heart of Australia&rsquo;s broking industry. It&rsquo;s all about keeping you ahead of the game in a market that&rsquo;s always on the move.
Each week, we chat with guest brokers, industry leaders, and area experts who tackle the big challenges facing broking and share some of the real opportunities on offer. From celebrating wins to dishing out practical advice, each episode will give you the guidance you need to make the most of your broking journey.
Whether you&rsquo;re on the road, at the gym, or taking some time out from a busy day, Broker Bulletin is here to keep you inspired, informed, and ready to take your business to the next level, no matter what stage of your career you are in.
So, hit subscribe, join the conversation, and connect with our growing broker community.