As you can see , there is a world of opportunities to supplement your service team process with " nontraditional " options . The real question is , " What fits your agency ' s process and culture the best ?" Once you ' ve answered that , you can identify new solutions and incorporate processes that may significantly improve your team ' s workflow and your agency ' s efficiency . •
MY CLIENTS ARE USED TO LOCAL , HUMAN SERVICE . WON ' T AI OR VAs MAKE THEM APPREHENSIVE ?
Rohra / Kay AI : Building relationships is key to your business , AI cannot replace that . AI is better positioned to pick up the tedious back-office work , before you roll it out to client-facing tasks . Instead of having it make outbound calls , leverage AI first to manage policies and create quotes faster . This gives more time back to your producers for nurturing relationships and cater to insureds needs .
However , as the market gets more receptive to AI , it ' s also inevitable that it ' ll augment your client facing work . The investments you make today is positioning yourself to be an agency of the future , a competitive edge for the upcoming changes in the industry .
Ziade '/ Gaya : People don ’ t care whether a person / VA or AI completes a task — they care that it gets done quickly and correctly . AI and VAs don ’ t replace relationships ; they remove bottlenecks . When service teams aren ’ t bogged down with data entry , they have more time to actually talk to clients , solve problems , and provide real value . The key is using AI to handle the repetitive work so human interactions remain personal and high-touch .
that a human can uniquely do . AI handles incoming calls naturally while delivering better service : zero wait times , faster quote intakes , multilingual support , and full context of policies and past interactions .
WHAT ' S NEXT ?
As you can see , there is a world of opportunities to supplement your service team process with " nontraditional " options . The real question is , " What fits your agency ' s process and culture the best ?" Once you ' ve answered that , you can identify new solutions and incorporate processes that may significantly improve your team ' s workflow and your agency ' s efficiency . •
Learn more about AgencyVA : agencyva . com Learn more about Gaya : gaya . ai Learn more about Kay AI : kay . ai Learn more about Sonant AI : sonant . ai
Anderson / AgencyVA : AI technology paired with a VA can mimic the accent of the zip code it is calling on . If you don ' t think this is real , it has already been successful in calling you . The other option is to have the VA focus on tasks that don ' t require the interaction with clients .
Every time you pay someone $ 20 per hour to do a $ 10 per hour task , an angel loses its wings . Leadership must always audit the tasks being completed by their team to ensure that the Chef of the restaurant is not bussing tables .
Lopes / Sonant AI : AI is the force multiplier that will allow your staff to provide the best human services
KAIA . COM / TECHNOLOGY-RESOURCES / CATALYIT
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