technology

Insurance Technology & AMS Tools- Page 2

Page 2 of 3 · 48 total

InsurTech Insider: Stacey Brown on the Technologies Reshaping How Insurance Gets Sold and Serviced

01/01/2024 · 7 min read

Stacey Brown's front-row view from InsurTech Hartford shows three shifts hitting independent agencies now: carriers accelerating technology investment, data-driven underwriting changing the agent's role from data collector to risk advisor, and embedded insurance clarifying that the independent channel's future is advice-intensive risk management.

insurance-salestechnology

How to Implement AI in Your Insurance Agency : Jeff Pedowitz's Step-by-Step Framework

11/27/2023 · 6 min read

Implement AI in your agency by starting with one specific workflow problem (lead management, renewal outreach, or service triage), running a 90-day pilot with measurable outcomes, treating change management as the real work, and matching tool sophistication to current team capability.

insurance-salestechnology

How AI Is Reshaping Insurance Agencies Right Now : And What to Do Before You Fall Behind

11/22/2023 · 6 min read

AI is reshaping insurance through lead qualification, renewal outreach, policy comparison, and service triage. Start by cleaning your client data, picking one workflow to improve, running a small experiment, and treating AI as a force multiplier for human judgment. The 12 to 18 month window matters.

agency-growthcustomer-service

Why Over-Relying on Technology is Quietly Destroying Your Insurance Agency's Client Relationships

12/19/2022 · 6 min read

Over-relying on technology destroys insurance agency client relationships because automation cannot replicate the specific thing clients chose a human agent for: genuine advocacy and empathy in stressful moments. Use tech to create capacity for human interaction, not to replace it.

insurtechcommercial-lines

Adam Kiefer of Talage: Going Deeper on Small Commercial Strategy for Independent Agents (Part 2)

09/30/2021 · 5 min read

Build a small commercial book as a volume play: 200 accounts at $3,500 average premium is a $700K book. Target retail, professional services, light contractors, food service, and personal care for standardized risk profiles. Lean on accountant and banker referrals. Retain with annual coverage education, not price.

insurtechcommercial-lines

Adam Kiefer of Talage: How SaaS Is Reshaping Commercial Lines for Independent Agents (Part 1)

09/29/2021 · 5 min read

Talage is a SaaS platform that compresses small commercial quoting from days to minutes through carrier integrations, embedded underwriting rules, and structured upfront data collection, so independent agents can profitably write the small business accounts (landscapers, small contractors, sub-$5K premium risks) the traditional process makes uneconomic.

insurtechAI

Chris Cheatham of RiskGenius: AI Is Transforming How Insurance Documents Get Read

09/02/2021 · 5 min read

RiskGenius reads insurance policy language and surfaces the coverage differences that matter, doing in minutes what manual comparison takes hours to finish. Underwriters get scale, agents get fast coverage comparison at renewal, and personal-lines agents get a path into commercial work without years of specialist expertise.

insurtechtechnology

Be the Genius: How RiskGenius Is Using AI to Transform Insurance Documents

09/02/2021 · 6 min read

RiskGenius uses machine learning to read insurance policies, identify provisions, exclusions, and conditions, and flag gaps against standardized language in minutes instead of hours. Agents who pair the tool with coverage knowledge stop competing on price and start competing on expertise.

marketingagency-growth

Didja Split Test It? The Insurance Agent's Guide to A/B Testing That Actually Matters

08/27/2021 · 5 min read

Split testing replaces opinion with evidence. Test one variable at a time across enough volume to matter (200+ calls or contacts), write the hypothesis first, and measure honestly. Highest leverage areas: email subject lines, call scripts, landing pages, and follow-up sequences.

insurtechinnovation

Making Insurance Simple: Jay Bregman on the Future of Distribution (Part 2)

07/01/2021 · 5 min read

Technology will eat the transactional parts of insurance distribution and amplify the relational parts. Agents who win clarify their human value, automate the transactional work, niche down deep, and position themselves inside embedded insurance instead of fighting it.

insurtechinnovation

Making Insurance Simple: Jay Bregman on What InsurTech Gets Right and Wrong (Part 1)

06/30/2021 · 6 min read

InsurTech wins on application friction, data-driven underwriting, and clean UX. It loses by confusing simplicity with coverage cuts and underestimating the human element at claim. Independent agents' moat is the complexity tech hasn't solved and the relationship it can't replicate.

insurtechAI

Avdhesh Saxena: Implementing The Friendly Agent Bot in Your Agency (Part 2)

05/13/2021 · 6 min read

To implement an AI chatbot in your agency, deploy on digital inbound leads first, change agent workflow to treat pre-qualified appointments differently than cold callbacks, and budget a 90-day calibration ramp. Done right, contact rates on internet leads move from under 50% to above 70%.

insurtechAI

Avdhesh Saxena and The Friendly Agent Bot: How AI Chatbots Are Changing Insurance Sales (Part 1)

05/12/2021 · 6 min read

AI chatbots are changing insurance sales by handling the pre-sales scaffolding: instant outreach to new leads, conversational qualification, and direct appointment booking. Avdhesh Saxena's Friendly Agent Bot fronts the first fifteen minutes for 80% of inbound leads so agents only engage on prepared, qualified appointments.

The Insurance Dudes Files : Craig Pretzinger and Jason Feltman

kpis-metricsagency-growth

Data and Predictability: How Data-Driven Decisions Change Your Agency's Trajectory

02/05/2021 · 6 min read

Track three numbers weekly: cost per acquisition by lead source, close rate by lead source and producer, and policies per new household. Build the manual habit for eight weeks before automating reports. The agencies that scale make marginally better decisions over time, not dramatic pivots.

insurance-salesagency-growth

Chris Greene Returns: Flood Insurance Knowledge Nuggets Every P&C Agent Needs Right Now

01/25/2021 · 6 min read

Standard homeowners policies exclude flood. Roughly 25% of NFIP claims come from outside high-risk zones, and the NFIP carries a 30-day waiting period that traps reactive buyers. Talk flood with every residential client, learn the private market, and document acceptance or decline in writing.

digital-marketingagency-growth

Insurance Internet Legend: Mitch Dunford and the Dawn of Online Insurance

09/16/2020 · 6 min read

Mitch Dunford built online insurance distribution in the late 1990s before aggregators, comparison engines, or digital lead playbooks existed. His pioneer-era lessons still drive agency results: trust is the primary conversion variable, lead quality beats lead volume, and technology reshapes the agent role instead of erasing it.

agency-growthtechnology

The $100M Brothers Return: Andy and Ryan Mathisen's GloveBox Scaling Secrets

08/26/2020 · 6 min read

GloveBox's scaling playbook applies to any P&C agency: reduce friction in the client experience first (a client who finds their ID card has fewer reasons to shop), build fast feedback loops with producers and clients, define who decides what across partners, and document processes before hiring into them.

technologyAI

AI Will Transform Insurance: What Every Agent Needs to Know Now

07/15/2020 · 6 min read

AI is already reshaping underwriting, claims, and customer-facing comparison tools at the carrier level. Build AI literacy now, automate the work that does not require your judgment, and double down on relationships, expertise, and advocacy. Agents competing on price and speed lose to machines.

datatechnology

When MIT Meets Main Street: Carey Anne Nadeau on Location Data, Covid Crash Analysis, and the Future of Insurance

05/18/2020 · 7 min read

Covid-19 cut U.S. miles driven by 40 to 60 percent overnight, exposing how slowly traditional auto pricing reacts and how powerfully real-time location data and telematics can. Agents who understand carrier telematics, usage-based programs, and local mobility shifts can price, target, and advise better than competitors stuck in historical averages.

agency-growthtechnology

Eagle Scout Instincts Meet Insurance Tech: Jared Bellmund on Automating Quotes and Building a Network That Works

05/01/2020 · 6 min read

Automate your quoting pipeline by mapping every manual step from lead to bound policy, then routing intake, qualifying questions, and quote delivery through forms and CRM workflows. Keep humans on the coverage conversation and the close. Test with live leads before going live.

InsurTech Insider: Stacey Brown on the Technologies Reshaping How Insurance Gets Sold and Serviced

How to Implement AI in Your Insurance Agency : Jeff Pedowitz's Step-by-Step Framework

How AI Is Reshaping Insurance Agencies Right Now : And What to Do Before You Fall Behind

Why Over-Relying on Technology is Quietly Destroying Your Insurance Agency's Client Relationships

Adam Kiefer of Talage: Going Deeper on Small Commercial Strategy for Independent Agents (Part 2)

Adam Kiefer of Talage: How SaaS Is Reshaping Commercial Lines for Independent Agents (Part 1)

Chris Cheatham of RiskGenius: AI Is Transforming How Insurance Documents Get Read

Be the Genius: How RiskGenius Is Using AI to Transform Insurance Documents

Didja Split Test It? The Insurance Agent's Guide to A/B Testing That Actually Matters

Making Insurance Simple: Jay Bregman on the Future of Distribution (Part 2)

Making Insurance Simple: Jay Bregman on What InsurTech Gets Right and Wrong (Part 1)

Avdhesh Saxena: Implementing The Friendly Agent Bot in Your Agency (Part 2)

Avdhesh Saxena and The Friendly Agent Bot: How AI Chatbots Are Changing Insurance Sales (Part 1)

Data and Predictability: How Data-Driven Decisions Change Your Agency's Trajectory

Chris Greene Returns: Flood Insurance Knowledge Nuggets Every P&C Agent Needs Right Now

Insurance Internet Legend: Mitch Dunford and the Dawn of Online Insurance

The $100M Brothers Return: Andy and Ryan Mathisen's GloveBox Scaling Secrets

AI Will Transform Insurance: What Every Agent Needs to Know Now

When MIT Meets Main Street: Carey Anne Nadeau on Location Data, Covid Crash Analysis, and the Future of Insurance

Eagle Scout Instincts Meet Insurance Tech: Jared Bellmund on Automating Quotes and Building a Network That Works

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