Exploring AI: Implementing Tools

In this third episode of Agency Nation Radio’s AI series from the ACT AI Workgroup, host Kasey Connors, Executive Director of the Agents Council for Technology, is joined by agency owner Jake Holehouse of HH Insurance and Dale Steinke, director, Agent for the Future Advisors at Liberty Mutual and Safeco Insurance.
The discussion dives into the realities of implementing AI tools in an agency—how to start small, get team buy-in, and integrate AI into existing workflows. Jake shares first-hand lessons from introducing AI across his agency, while Dale offers research-backed insights on adoption, policies, and measuring impact.
Together, they highlight how agencies can overcome fear, avoid missteps, and use AI to free up staff for higher-value client work.
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