Andy NearyI help insurance professionals turn brand awareness into business growth.

80% of your day must be in front of clients & prospects. How are you using #ai to automate the rest?

3 Dec 2025 · 1 min

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Short YouTube clip (Andy Neary) advising that consultants/business developers should spend ~80% of their day with clients and prospects, and showing how AI can automate behind-the-scenes tasks—specifically turning a 2–3 hour proposal-prep process into a world-class presentation in about 10 minutes after a structured discovery. The speaker references a recent workshop that taught teams how to control discovery meetings and collect information needed for proposals.

Chapters

Your meaningful time is being in front of clients and prospects. So what are you doing behind the scenes? That used to take a lot of time that you can automate now in minutes. With AI, for example, putting together a proposal. Right. This workshop we did yesterday, we literally walked the team through how to control the discovery meeting and how to gather the right information and then how to collect the information they're going to need to come back with a proposal and a strategy. But once you have all that information, we used to sit down and take two to three hours, Adam, to get prepared for the proposal. Now you can plug all that into AI and get in a world class presentation in 10 minutes.