Big ‘I’ Members Recognized in 2025 Agent for the Future Awards

• By: AnneMarie McPherson Spears
• December 18, 2025

Liberty Mutual recently announced the 2025 Agent for the Future Award winners. Four Big “I” members were recognized for embracing innovative technologies, bringing value to their customers and empowering their employees.

“The 2025 Agent for the Award winners show that the future of insurance is both deeply digital and deeply human,” Liberty Mutual said in its announcement. “This year’s winners are blending technology with human connection, using AI [artificial intelligence] and automation for routine tasks and after-hours service so their teams can prioritize meaningful connections with clients.”

Here are the four Big “I” member winners:

Outstanding Small Agency: BluePrint Risk. BluePrint Risk’s proprietary BluePrint365 process helps clients identify hidden risks and better understand coverage options. Over the past year, the approach boosted client satisfaction scores and drove a 20% increase in policy conversions. Internally, the agency launched automation workflows in AgencyZoom and its marketing systems, reducing the team’s time spent on administrative tasks by 30%.

Digital Innovator: Rate Insurance. With a remote team serving clients in all 50 states, Rate Insurance has invested in digital infrastructure to support collaboration and customer experiences. Its RateConnect platform within Salesforce brings together quoting, customer data, communication tools and marketing automation. Rate Insurance has also invested in digital infrastructure that serves its employees, creating a wellness app that earned the Platinum Bell Certification for Workplace Mental Health.

Digital Innovator: McClain Insurance Services. McClain Insurance Services built McClain Brain, an AI knowledge hub that makes procedures, training, and scripts instantly searchable and has cut new-hire training time by months. Investments in digital tools have allowed the agency to optimize carrier policy notices and client communication, boosting retention to 98% and cutting response times by 30%.

Outstanding Female Agency Principal: Marrissa Winkelman, Webb & Winkelman Insurance. Marrissa Winkelman became a managing partner at Webb & Winkelman in 2023 and has led a full agency rebrand while reinventing the agency’s culture. Winkelman developed a maternity program to help new moms continue to grow their careers, has led efforts to build strong community partnerships, and has streamlined agency technology to increase productivity and strengthen retention.

AnneMarie McPherson Spears is IA news editor.