PRACTICAL AI USE IN AGENCIES written by Joey Bouchard , QuoteWell and Azeem Ansar , Attune
Artificial Intelligence ( AI ) isn ' t the black box it once seemed . With practical applications becoming more accessible , insurance agents have a golden opportunity to enhance both personal and agency efficiency . Our goal here is to demystify AI and provide actionable advice for insurance agents looking to be on the earlier part of the curve for utilizing it successfully .
UNDERSTAND AI INFRASTRUCTURE
At its core , AI involves complex calculations that are often managed by engineers . These foundational models , like GPT4.0 and Gemini , form the backbone of more user-friendly applications . When people think of AI , they usually envision these sophisticated models .
However , the real magic happens when these foundational models are applied in tools that are accessible to everyday users . Applications like ChatGPT , Snowflake , and Perplexity bring the power of AI into the hands of non-engineers , making it easier to leverage technology for a variety of tasks .
PRACTICAL STEPS TO GET STARTED
Identify Your Needs Before adopting any AI tools , assess your current workflow to identify areas that could benefit from automation or enhanced data analysis .
Choose the Right Tools Select AI applications that align with your needs . In addition to those mentioned , there are a plethora of tools offering a range of functionalities that can be tailored to fit your specific requirements .
Train Your Team Ensure that everyone in your agency is comfortable using the new tools . Offer training sessions and provide resources to help your team get up to speed .
Monitor and Adjust After implementing AI tools , continually monitor their performance and make adjustments as needed . This will help you maximize the benefits and ensure that the technology is meeting your needs .
AI ADOPTION CURVE IN INSURANCE
To stay competitive , it ' s crucial for insurance agents to be in the early majority of AI adopters . This not only sets you apart from your competitors but also positions you as a forward-thinking professional within the insurance industry .
28 KANSAS INSURANCE AGENT & BROKER