AI Workflows & Use Cases for Agents
Session 4, Phase 1 of Agency AI Labs
Technology
Data Integration Tools
Your agency’s systems hold valuable data, but if they don’t communicate, you waste time and risk errors. Data integration tools can bridge the gap, making your technology work together seamlessly.
What Are APIs?
What Are APIs? APIs—Application Programming Interfaces—are the invisible connectors that allow your technology systems to talk to each other. They let data flow smoothly between tools, reducing manual work, eliminating…
Cloud Collaboration vs. On-Premise Systems
Every agency has some mix of cloud and on-premise infrastructure right now, whether or not anyone’s called it that. The question isn’t just “do we use Teams or Slack” —…
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…
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…
Cogneesol Joins ACT
The insurance transformation partner brings expertise in AI-enabled operations, agency technology optimization, and operational performance improvement.
