THREE INSURANCE TASKS I ' D GIVE AI TODAY
START YOUR AI SOLUTIONS WITH THE TASK IN FRONT OF YOU by Matt Smith, Catayit
Every week I get asked some version of the same question: " Which AI tool should I use?"
It ' s the wrong first question. Before you pick a tool, you need a task. AI doesn ' t create value by existing on your desktop. It creates value when you point it at something specific: a piece of work that happens often, takes real time, and can be checked by a person before it goes anywhere.
So instead of ranking tools, here are three tasks I would hand to AI in an independent agency this week. Not because they ' re flashy. Because they ' re common, they ' re low-risk, and a human stays in charge of the outcome the whole way through.
EDITORS ' NOTE: Be sure you understand the data security of the AI platform you are using.
1. RESEARCH A PROSPECT BEFORE THE FIRST MEETING
Before a producer walks into a meeting with a new prospect, someone usually spends 20 to 30 minutes pulling together the basics: what the business does, where it operates, what its exposures probably look like. That ' s exactly the kind of repetitive, researchheavy task AI handles well.
Give it the public information you already have and ask it to organize the work.
Starter Prompt Here is public information about [ prospect company ]. Summarize their business, locations, and operations, list possible risk exposures, then give me 10 discovery questions and five producer talking points.
2. ORGANIZE A POLICY OR QUOTE COMPARISON
Lining up two proposals side by side, limits, deductibles, exclusions, endorsements, and figuring out what actually changed, is exactly the kind of careful, repetitive work that eats a CSR ' s afternoon. AI can turn it into a clean comparison in minutes.
Starter Prompt Compare these two proposals in a table: limits, deductibles, exclusions, and endorsements. Highlight every difference and list what I should confirm with the carrier.
Human checkpoint: AI can organize the differences. It should never be treated as the final authority on
12 KANSAS INSURANCE AGENT & BROKER