AI Workflows & Use Cases for Agents

AI Workflows & Use Cases for Agents

RECORDED June 30, 2026

What does AI actually look like inside the day-to-day operations of an independent insurance agency? This Agency AI Labs session moves beyond theory with real examples of how agents are using AI to improve workflows, reduce repetitive work, document processes and create more time for client-facing work.

Independent agents demonstrate practical AI use cases, including prospect research, lead qualification, renewal and policy comparisons, process documentation and SOP creation. One agency walks through an AI-assisted renewal workflow that compares expiring and renewal policies, incorporates information from a client questionnaire, identifies important changes and gives the account manager a report to review rather than requiring the entire comparison to be completed manually.

Watch to explore questions like:

• Which insurance agency workflows are good candidates for AI?
• How can AI assist with policy and renewal comparisons?
• How can an agency use AI without eliminating human quality control?
• Why do documented processes need to come before meaningful automation?
• How can AI help turn institutional knowledge into repeatable SOPs?
• How much iteration should you expect when developing an AI-powered workflow?
• How can agencies choose AI projects based on actual business problems rather than the latest tool?

The session also walks through the development of an AI-assisted SOP builder, showing how existing procedures, transcripts, job descriptions and agency-specific context can be turned into standardized process documentation. The key lesson is simple: you cannot automate what you cannot define.