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

Where are insurance agency owners using people when they should be using automation?

26 Mar 2026 · 1 min

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In a brief conversation, Andy Neary asks where insurance agency owners are still relying on human staff for tasks that could be automated. The other speaker points out that many owners employ US‑based, often minimum‑wage employees to handle repetitive, time‑consuming processes such as generating auto ID cards, processing evidence of insurability (EOI) forms, making mortgage changes, and issuing certificates of insurance (COIs). They argue that these tasks can now be accurately automated with AI, eliminating the need for manual ticket‑based work that offers little fulfillment. The speaker suggests that freeing staff from these chores would allow them to focus on higher‑value, advisory, teacher‑like roles that provide greater job satisfaction and better client service.

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Where do you feel like other agency owners are defaulting to people in their process when it, when it should be automation completing that task?
It's any, it's a lot. I see a lot of agency owners using US-based staff, even if they're minimum wage, what have you. They're doing auto ID cards, they're doing EOIs, changes on mortgages. COIs can be automated now, and with AI they can be accurate. So they're not an E&O issue. So those are time-consuming things that most US-based people really don't like. They don't feel fulfilled at the end of the day when they go home and say, "Yeah, I did 32 tickets for auto ID cards in the UIs." And that's the whole key to that hierarchy is give them work that fulfills them. Let them give advice about insurance. Have the heart of a teacher and advise people.