Strategies

By spending less time on administrative work, independent agents can dedicate more energy to supporting clients and strengthening relationships.

Given the rapidly evolving regulatory and business landscape, here are four steps agents may wish to consider as they evaluate and deploy new AI tools and functionality.

Artificial intelligence (AI) is not removing agents from the equation. It’s reshaping how customers approach insurance, how work gets done and where agents create the most value.

Without a framework to guide decision-making, escalation and accountability, even the most promising AI initiatives risk stalling—or worse, creating hidden exposure.

Here are three practical ways agents can use AI for promotion without feeling overwhelmed or losing control.

The agencies that have adopted artificial intelligence (AI) successfully didn’t start with a big rollout; they started with a conversation with their staff first, then with their clients.

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.