Insurance agencies should use AI to handle routine tasks, not replace people. This frees agents to focus on client relationships, which is what actually drives the business. The best approach puts humans first and technology second.
Chapters
So we use the term human optimized tech driven. At the end of the day, it's still a relationship business. We're still going to bring the best people in, but we're going to use AI to make our people better. To make the way we look at it is, is if we can use whatever the AI tools are, and there's lots of them, we're using those tools allow us to be able to take whatever it is off of our team's plate so that they can, as the human, go in and deliver at the highest level, the client experience and be client engaged. That's where we're going to invest in any sort of technology, any sort of AI. And so that's going to be the belief. It's not we're replacing people mindset, it's a we're empowering our people to deliver the highest client experience. And whatever that tech tool AI is, we're going to invest in it to give our team the best path to success for our clients. Because at the end of the day, that's what it's all about.