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” —…
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…
Helping Commercial Clients Faster with AI-Driven Coverage Comparisons
Discover how this agency leverages AI-powered market placement and coverage comparison tools to improve speed, consistency and quality in commercial lines workflows.
Using AI to Help Employees Find Answers Faster and Work More Efficiently
Learn how this agency uses Microsoft Copilot and SharePoint to transform scattered documentation into a centralized, searchable knowledge base that helps employees quickly find answers and procedures.
One AI Tool, Endless Possibilities: How O’Connor Insurance Scaled Adoption Agency-Wide
See how this agency uses a single AI platform to support content creation, process improvement, document analysis, training and everyday business operations.
How Evergreen Insurance Uses ChatGPT to Improve Efficiency Across the Agency
Learn how this agency uses AI to streamline client communications, create coverage comparisons and develop internal processes that improve efficiency across the organization.
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.
Coalition Cyber Webinar: Navigating Claims, Risk, and Opportunity
Coalition Cyber Webinar: Navigating Claims, Risk, and Opportunity Recorded on JUNE 24 at 2 p.m. ET | FREE for Big “I” MEMBERS The cyber insurance market has reached a critical…
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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