AGENCY TECH
By adopting AI early , you place yourself in a smaller group of insurance agencies that are leveraging new technology . This can lead to increased efficiency , better customer service , and ultimately , higher profits .
AI TOOLS FOR AGENCY WORKFLOW
We ’ ve compiled a list of our favorite AI tools for agency workflows . From PDF editing to email efficiency , there are several options to help you save time in your day .
iLovePDF is an online service to work with PDF files completely free and easy to use . Merge PDFs , split PDFs , compress PDFs , and much more .
Dialpad has an AI enabled dialer and transcriber , and you can make phone calls from a cell phone , landline , or computer and use AI to generate summaries from the phone calls and produce recommended action items to remember .
Tools like followup . cc or Mixmax can assist with follow-up automation , you can make emails much easier for your team to track and respond .
that can further streamline your workflow . These services integrate AI into your existing systems , offering enhanced capabilities without requiring you to understand the underlying technology . In our industry , QuoteWell , Attune , and others have enhanced their processes with AI integration :
QuoteWell utilizes AI for its submission clearing process , to extract data from applications , and to build appetite-based recommendations .
Attune is using AI to check eligibility and guidelines on submissions , build Acord submissions , and to empower their service team with tools .
Try out some of these tools for your agency , and you may find solutions for problems you didn ’ t even know you had !
Joey Bouchard is the Founder and CEO of QuoteWell , a digital wholesale broker . Azeem Ansar is the CTO of Attune , a platform re-building insurance for small businesses .
Parabola lets you drop in data from any source and combine , transform , & automate it in any way imaginable . Build automated processes that handle the things you do manually in spreadsheets .
Perplexity can assist in risk assessment by analyzing large datasets to provide insights that would be impossible to gather manually . It is like an AI combination of Google + Wikipedia that gives you a response while including sources .
AI-enabled email tools like Superhuman and Copilot for Outlook can help you quickly digest emails AND make responses easier to manage + automate .
AI-ENABLED SERVICES
Beyond applications , there are AI-enabled services
SEPTEMBER / OCTOBER 2024
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