Strategies

New agents should focus on automating a few high-impact areas that generate revenue, strengthen client relationships and promote retention.

When an agent reframes a common problem with a distinct perspective, they stand out, making people slow their social scrolls and lean in to hear a perspective they hadn’t considered before.

Artificial intelligence (AI) allows employees to work smarter by eliminating mindless, repetitive tasks, but it is critical to realize its limitations and know that it is just one tool in your toolbox.

At Ivans Connect 2025, the Big “I” Agents Council for Technology (ACT) hosted roundtable sessions that went beyond tools and systems and centered on the people who use them, the friction they face and the future they want to build.

As errors & omissions from post-merger & acquisition missteps rise, here are four ways agencies can reduce exposure after a deal is done.

In a relationship-driven industry, technology’s greatest value lies in giving people more time to do what only they can: advise, connect and build trust.

Tools like ChatGPT and Microsoft Copilot are being hailed as game-changers. But for many independent insurance agency owners, the excitement comes with a side of anxiety: Where do you even start?

People expect fast, seamless experiences when it comes to everything, including insurance. Are your carrier partners evolving to meet your customers’ expectations?

AI-based tools can solve many of the challenges confronting today’s insurance agents, helping agencies work smarter, serve clients faster and grow more efficiently.

Thoughtful leverage of artificial intelligence (AI) capabilities from both ends of the carrier-agent partnership has the potential to increase efficiency and effectiveness across the distribution system.