Technology

Business Intelligence Tools (BI)

Your AMS already has the data to tell you which carriers, which lines of business, and which clients are actually driving your agency’s growth. BI tools are what turn that…

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Insurance Associates of Central CT, LLC

What AI tool is your team using? (I.e., which tool would you like to highlight for this survey?)I built a strategic market placement for commercial lines, and a coverage compare.…

Emerling, Floss, Murphy & Associates

What AI tool is your team using? (I.e., which tool would you like to highlight for this survey?)Microsoft CoPilot with SharePoint. Please describe how you are currently leveraging the AI…

O’Connor Insurance Associates, Inc

What AI tool is your team using? (I.e., which tool would you like to highlight for this survey?)Claude. Please describe how you are currently leveraging the AI tool above at…

Evergreen Insurance, Inc

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…

Serving the English Language Learning Client 

Did you know that almost a quarter of Americans speak a language other than English at home? Are you missing business opportunities to either work with or refer these clients? 

Cogneesol Joins ACT

The insurance transformation partner brings expertise in AI-enabled operations, agency technology optimization, and operational performance improvement.

AI as a Partner: Improving Efficiency While Keeping the Human Touch

AI as a Partner: Improving Efficiency While Keeping the Human Touch Recorded on June 24, 2026 Manual policy review, proposal creation, and comparison workflows often create costly bottlenecks that slow…

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