COO Working Group Meeting Recap Spring 2026

This recap highlights key insights and discussions from the Spring 2026 COO Working Group meeting. Chief Operating Officers and operations leaders from leading insurance brokerage firms explored workflow design and adoption, AI implementation, talent development, capacity modeling, change management, M&A integration, technology governance, and workforce transformation. Sessions focused on operational efficiency, scaling best practices across distributed organizations, preparing employees for an AI-enabled future, and balancing growth with service excellence.

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