AI Insurance

Agentic AI is a type of artificial intelligence that can make decisions and take actions on its own—for example, an insurance assistant that notices a policy is about to expire, emails the customer to renew, and updates the CRM without being told.

Agentic AI represents a significant evolution in artificial intelligence technology, functioning more like an autonomous employee than a simple tool. Unlike basic AI that responds to comma...

U.S. commercial insurance shops are stuck in a tech time warp: creaky legacy management systems, siloed carrier portals, and duplication-heavy workflows burn staff hours and jack up E&O and cyber risk. Because AMS and CRM rarely play nice together, producers limp along on spreadsheets, automation is basically MIA, and any whiff of innovation stalls under a mix of “if-it-ain’t-broke” mind-sets and option overload. Toss in ransom...

Yes, AI agents are becoming increasingly popular across various industries. They're moving beyond simple chatbots to perform complex, multi-step tasks that improve efficiency and customer service. In insurance and other sectors, businesses are using them to automate processes like quoting, customer follow-ups, and data handling.

Major tech companies like ServiceNow and Salesforce are developing advanced AI agents, and reports fr...

Podcast Summary: Picking the Right AI for Insurance—There’s No One-Model-Fits-All

In this episode, we unpack a truth many overlook: there’s no single “best” AI model for insurance—just the best one for the task at hand.

Write prompts that actually get useful results from AI—especially if you're in insurance. Most people toss in a vague request and hope for magic. That’s not how it works.

We’ll show you how to be clear, set the tone, give context, and use examples—all with real-world insurance scenarios. Whether you're writing marketing copy, policy summaries, or just trying to save time, better prompts mean better output. Simple as that.

In this episode, we’re cutting through the tech jargon and talking about LLMs — that’s short for Large Language Models. What are they? Why should independent insurance agents care? And how can tools like ChatGPT actually save you time and help you serve your clients better? Whether it’s answering late-night questions, writing email campaigns, or translating insurance-speak into plain English, LLMs are like having a super-smart assi...