Fix Your Intake
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Technology
AI Vendor Evaluation Toolkit
Resources. PREPARING YOUR BUSINESS FOR SMARTER TECH DECISIONS 5 Steps To Take Before You Engage With Vendors. 1.Clarify Your Business Goals & Growth Plan 2. Assess Your Current Tech Stack…
Fulcrum Joins ACT
Fulcrum is the newest member to join the Big “I” Agents Council for Technology (ACT).
AI That Works: A Reality Check for Independent Agents
Here’s the reality: most independent agents spend 60-70% of their time on administrative tasks such as data entry, chasing down information from carriers, managing renewals, and handling routine service requests.…
Inside the ACT session at Ivans Connect: The Future of AI, Data & Connectivity in the Independent Agency Channel
This year’s session at Ivans Connect drew a packed house for ACT’s interactive roundtable sessions—ten concurrent discussions centered around AI, data, and connectivity in the independent agency channel. Each table…
From Hype to Hands-On: Putting AI to Work in your Insurance Agency
Learn ready-to-use workflows to unlock the real value of AI in your agency.
How—and Why—AI Should be Adopted in the Insurance Industry
As the insurance industry evolves, the idea of embracing artificial intelligence (AI) is no longer a futuristic concept—it’s become a necessity to stay relevant.
Cara Joins ACT
Cara joins the artificial intelligence (AI) workgroup of the Big “I” Agents Council for Technology (ACT).
Bad Data, Big Impact: A Quick Guide for Independent Agencies
Quick Data Clean-Up Checklist. Critical Data Elements Review. Section 1: Top 5 Red Flags of Bad Data. Section 2: Why It Matters – The Real Costs of Bad Data. Bad…
Practical AI Strategies Agencies Can Act On Today
Join ACT and Trusted Choice for an exclusive webinar about the transformative potential of AI for insurance agencies.
