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AI Levels Up Pool Operations

  
Pools are finding creative and practical ways to incorporate AI into their daily operations — from financial and claims management to new business underwriting and training development. These real-world examples demonstrate how AI can fill resource gaps, improve efficiency and support smarter decisions across all areas of pool work.
 
Watch our first four use case videos to learn how pools use AI to enhance member services, summarize complex data, accelerate workflows and more.
 
  • To address a strategic financial analysis gap left by an unfilled CFO role, one pool used AI to rapidly develop projections and pro forma analyses. By feeding de-identified financial data into multiple tools, they generated a comprehensive evaluation in just a few hours — accelerating understanding with minimal lift.
  • AI is helping some pools analyze claims data to flag high-risk, high-cost claims early. By interpreting unstructured inputs such as claim notes, these pools generate faster, more accurate insights into claims worth watching or managing differently.
  • Meeting documentation has become more efficient with AI, using transcription tools and tailored prompts to create first drafts. Human review ensures tone and neutrality, while practices like omitting executive sessions preserve clarity and confidentiality.
  • AI is also transforming curriculum development and delivery. One pool uses tools like ChatGPT to write scenarios and generate visuals for interactive courses. This approach helps deliver timely, engaging content that supports learning objectives for public entity members.
 
If your pool has an AI use case to share, let us know.

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