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Evergreen Insurance, Inc.
Patrick Villafranca, VP of Sales & CL Producer | Washington
What AI tool is your team using? (I.e., which tool would you like to highlight for this survey?)
ChatGPT for Business.
Please describe how you are currently leveraging the AI tool above at your agency. What was the main goal or friction point you were trying to solve for when implementing it?
We use it to increase efficiency for client communications, proposals, coverage comparisons, building out a CL niche, standards/processes/SOPs/templates.
How did you find the tool or approach you chose, and what made you pick it over other options?
Not sure, our owner did that work.
What does your AI use actually look like day-to-day — who uses it, how often, and how long did it take to get going?
Three of us in office (the leadership team) use it extensively. The rest of the team is coming along slower.
What worked better than expected? What didn’t go as planned?
I’m not sure we had any expectations. Getting the rest of the team to use it has been the most challenging part. Learning how to use it best has also been challenging.
What’s the one thing you’d tell another agent/agency who’s thinking about starting — and what do you wish someone had told you first?
Start today, not tomorrow or in the future. Start small, with one thing at a time. Use it as a thinking partner.
