Andy NearyI help insurance professionals turn brand awareness into business growth.

Stop hiring more people, start using AI to scale your agency faster. Check out the podcast episode.

27 Sept 2025 · 1 min

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1:18

Andy Neary says agencies should use AI to handle operational work instead of hiring more people. Automate email triage, quotes, claims reporting, and client navigation. Introduce clients to AI experts to build these systems so service teams stay fast without added headcount.

Chapters

How are you using AI to take the workload off of your client service team? I just talked about having a clone but where else can you be using AI to reduce the workload for your service team? Especially in a season like Q4? There are operational workflows out there you could be incorporating via AI that could.
Monitor every one of your AES and AM's email inboxes and divide up their emails appropriately so that when they go to their inbox they're not overwhelmed. How many of your day to day mundane activities does your agency do for your clients? Whether that is claims reporting, quoting you name it, that could be fully automated with AI. We have clients we are introducing right now to some of these AI experts to help them build out these automations to service their clients on a timely basis. Whether that is providing quotes, whether that is studying claims data, whether that is acting as a concierge for their navigation team they have created. AI can take this workload off of your team.