Agency AI Labs.
Free AI training built for independent insurance agencies. Practical skills, real workflows, taught by agents who are doing this work.
Agency AI Labs:
The 2026 Series, On Demand
From June through October 2026, Agency AI Labs brought independent agents 13 free live sessions across three phases: Foundations, Growth & Operations, and Culture, Data & Protection. More than 1,200 agency owners, producers, CSRs and staff from 49 states registered to learn how to put AI to work safely and practically.
Every session is recorded and available on demand, along with the tools and guides shared along the way. No tech background needed, and no vendor pitch.
The 2026 series is complete. Stay tuned for updates on next year’s series.
AI Labs is for:
- Agency owners and principals
- Producers and sales staff
- CSRs and account managers
- Marketing and operations staff
- Key agency staff curious about AI
Agency AI Labs is a program of ACT — Agents Council for Technology, a division of the Big I (Independent Insurance Agents & Brokers of America).
Questions? Contact act@iiaba.net
Disclaimer: The views and opinions expressed in connection with Agency AI Labs are those of the speakers and do not necessarily reflect the official policy or position of the Agents Council for Technology (ACT), IIABA or its subsidiaries and affiliates. The program is intended for general informational purposes only and should not be considered legal, investment or other professional advice. For specific expert advice, the services of an appropriate professional, such as an attorney or accountant, should be sought.
Watch the 2026 series on Demand
Phase 1 – Foundations
#1 AI for Independent Agencies: The Real Story
Recorded June 9, 2026
Where agencies really stand with AI, and why COIs, renewals and policy comparisons are good first tasks to hand off.
Where agencies really stand with AI, and why COIs, renewals and policy comparisons are good first tasks to hand off.
#2 Prompting: How to Actually Talk to AI
Recorded June 16, 2026
The 5C Framework: a fill-in-the-blank formula for prompts that get useful answers.
The 5C Framework: a fill-in-the-blank formula for prompts that get useful answers.
#3 AI Governance: Protecting Your Agency & Your Clients
Recorded June 23, 2026
The AGENCY Framework for building an AI use policy your team will actually read.
The AGENCY Framework for building an AI use policy your team will actually read.
#4 AI Workflows & Use Cases for Agents
Recorded June 30, 2026
Real agency workflows, plus an SOP generator that documents a process before you automate it.
Real agency workflows, plus an SOP generator that documents a process before you automate it.
*BONUS Session* Recorded June 17, 2026
How AI Search is Redefining Trust in the Insurance Buying Journey
Phase 2 – Growth & Operations
#1 AI for Growth: Measuring the Real Impact of AI
Recorded August 4, 2026
A four-step way to measure AI’s impact (baseline, efficiency, quality, growth) and reinvest the time it saves.
A four-step way to measure AI’s impact (baseline, efficiency, quality, growth) and reinvest the time it saves.
#2 Your AI Customer Service Rep
Recorded August 11, 2026
How two agencies use AI in customer service, and why AI gets a task to 80% while a person finishes it.
How two agencies use AI in customer service, and why AI gets a task to 80% while a person finishes it.
#3 AMS Providers Panel on AI
Recorded August 18, 2026
AMS leaders on where AI’s value really lives: trust, clean data and small improvements to everyday tasks.
AMS leaders on where AI’s value really lives: trust, clean data and small improvements to everyday tasks.
#4 Claude in the Agency: A Live Working Demo
Recorded August 25, 2026
A working agency’s tour of how it uses Claude for account reviews and other back-office work, start to finish.
A working agency’s tour of how it uses Claude for account reviews and other back-office work, start to finish.
Phase 3 – Culture, data & Protection
#1 Your Agency’s Greatest AI Asset isn’t AI – It’s Your Data
Recorded October 6, 2026
The five traits of good agency data, and a 90-day roadmap to audit, govern and pilot.
The five traits of good agency data, and a 90-day roadmap to audit, govern and pilot.
#2 Cyber and AI in the Insurance Industry
Recorded October 13, 2026
How AI is sharpening attacks on agencies and clients, and simple controls like dual approval and code words.
How AI is sharpening attacks on agencies and clients, and simple controls like dual approval and code words.
#3 Building Your Agency’s Digital Visibility
Recorded October 20, 2026
Three hands-on exercises and a 30-day plan to help prospects find your agency in Google and AI search.
Three hands-on exercises and a 30-day plan to help prospects find your agency in Google and AI search.
#4 AI, E&O and Commercial Client Risk
Recorded October 27, 2026
Where AI hides in commercial clients’ operations, how coverage is shifting, and questions to start the conversation.
Where AI hides in commercial clients’ operations, how coverage is shifting, and questions to start the conversation.
Resources
Put what you’ve learned to work.
Start with a written AI policy: 60% of agencies in our final session still didn’t have one.
Build your foundation
| Resource Link | What it does |
| Sample AI Policy | A customizable starting point for responsible, secure AI use in your agency. |
| AGENCY AI Governance Framework (From Kite Technology – PDF) | Guidance on ownership, oversight, safeguards and acceptable AI use. |
| AI SOP Generator (Handout – Word) | Document a process before you try to automate it. |
| Bad Data, Big Impact | Spot and start fixing the data-quality problems that undermine AI. |
Grow and get found
| Resource Link | What it does |
| AEO/GEO Guide (PDF) | Stay visible as consumers turn to AI-powered search. |
| 30-Day Search Visibility Worksheet (PDF) | A week-by-week plan for reviews, listings and FAQs, from the Digital Visibility session. |
Keep learning
| Resource Link | What it does |
| Prompting Session: Live Activities | The hands-on exercises from the Prompting session. |
| Agent for the Future: AI Bootcamp | Self-paced AI training for agents. |
| All ACT technology resources | ACT’s full library of technology guides and tools. |
Thank you, ACT Company Partners.
Forms & Standards
ACORD facilitates fast, accurate data exchange and more efficient workflows through the development of electronic standards, standardized forms, and tools to support their use.
Automation Platform for Independent Agents
Adapt automates the mail process for P&C agencies by retrieving documents from carrier portals, processing them and routing them to the right team members.
AI Governance & Risk Management
AI GuardWorks provides operational control and governance systems for businesses using artificial intelligence.
Independent Agency Marketing
Agency Revolution is the premier solution for independent agency marketing: website, email automation, sales pipeline, and reputation management.
Distribution Channel Management
AgentSync enables insurers to scale and optimize their distribution networks while remaining compliant with automated workflows and integrated, real-time data.
Agency Management System
amplo is a technology company rebuilding the foundation of insurance agency systems. amplo is designing a modern AMS that reduces busywork, simplifies workflows, and helps agencies focus on client relationships.
Insurance Agency Consulting
Angela Adams Consulting provides advice, custom solutions, and remote services related to front and back office insurance agency operations to independent insurance agencies.
Insurance Technology Solutions
For everything an agency does – from prospecting and selling to servicing and renewals – and for everyone in the agency who does it, Applied is committed to delivering practical, innovative solutions.
Insurance Tech Exchange
AUGIE’s mission is to bring together industry leaders and create a focus on insurance industry efforts that assist independent agents and brokers in providing their clients with excellent service and the digital experience they expect.
Independent Insurance Agents & Brokers of America
Helping independent insurance agents thrive. When you want to save time, money, and attract more business, the Big “I” Has Your Back with exclusive products and services created by independent agents, for independent agents.
A unified Platform for Modern Insurance Agencies
Bolt is a cloud-based platform that enables insurers and insurance agencies to optimize distribution, customer experience and operational efficiency.
Insurance Agency Websites & Digital Marketing
BrightFire delivers complete digital marketing solutions tailored for independent insurance agencies of all sizes.
Insurance Insights Platform
Broker Insights delivers data-driven intelligence that enables brokers and insurers to optimize placements, strengthen carrier relationships, and uncover new growth opportunities.
Insurance Verification & Monitoring
Canopy Connect provides technology solutions to verify current premiums, limits, coverages, deductibles, and declaration pages from all personal and commercial P&C lines.
Integrated AI solutions for Insurance Agencies
Cara is a domain-specific AI platform purpose-built for insurance—a modular system that enables agencies, brokerages, and MGAs to automate servicing, accelerate sales, and scale operations with a 24/7 digital workforce.
Independent Insurance Technology Guidance & Solutions
Catalyit, founded by experienced independent agency insiders, offers guidance on modern, efficient, and cost-effective insurance technology solutions.
Property & Casualty Insurance Carrier
Our valued carrier partners, including Chubb, offer diverse insurance solutions designed to meet the unique needs of independent agents and their clients. By supporting our mission, they help ACT bring awareness to the pivotal role of technology in empowering agents.
Property & Casualty Insurance Carrier
Our valued carrier partners, including The Cincinnati Insurance Companies, offer diverse insurance solutions designed to meet the unique needs of independent agents and their clients. By supporting our mission, they help ACT bring awareness to the pivotal role of technology in empowering agents.
Property & Casualty Insurance Carrier
Our valued carrier partners, including CNA, offer diverse insurance solutions designed to meet the unique needs of independent agents and their clients. By supporting our mission, they help ACT bring awareness to the pivotal role of technology in empowering agents.
AI platform for insurance
Cogneesol is a professional services firm that offers comprehensive bespoke and ready-to-deploy business process management solutions to help businesses optimize their processes and systems.
Risk Assessment Solution
Confianza transforms complex insurance data into actionable insights, helping carriers identify risk, improve underwriting accuracy, and optimize portfolio performance.
AI platform for insurance
Coverflow is an AI-powered insurance platform that handles policy checking to AMS updates, so your team can focus on growing the business.
Canada’s Property & Casualty Insurance Technology Association
CSIO is committed to improving the efficiency and competitive position of the broker distribution channel by overseeing the development, implementation, and maintenance of technology standards and solutions
Software Solutions for The Insurance Technology Space
Dyad offers innovative, integrated software solutions designed for all facets of property and casualty insurance underwriting and distribution.
Property & Casualty Insurance Carrier
Our valued carrier partners, including EMC Insurance, offer diverse insurance solutions designed to meet the unique needs of independent agents and their clients. By supporting our mission, they help ACT bring awareness to the pivotal role of technology in empowering agents.
Property & Casualty Insurance Carrier
Our valued carrier partners, including Encova Insurance, offer diverse insurance solutions designed to meet the unique needs of independent agents and their clients. By supporting our mission, they help ACT bring awareness to the pivotal role of technology in empowering agents.
Insurance Accounting Platform
Eventual Treasury is a technology-driven platform designed to streamline revenue operations for insurance agents and brokers. Advanced artificial intelligence to automates the extraction of data from carrier statements, and seamlessly updates Agency Management Systems (AMS) in real time without manual intervention.
Experience Management Platform
Versatile solutions designed to help businesses of all sizes boost their experience excellence, harness the insights from customer feedback, and establish trust among their audience.
Agency Management System
EZLynx’s all-in-one agency management system combines a comparative rater, policy management, lead tracking, automated workflows, reporting, and more to help agencies run smoothly and efficiently.
Human-enabled AI solutions
Fall Line Specialty leverages AI and deep insurance expertise to help industry professionals navigate market changes and seize new opportunities.
Property & casualty Insurance Carrier
Our valued carrier partners, including Foremost, offer diverse insurance solutions designed to meet the unique needs of independent agents and their clients. By supporting our mission, they help ACT bring awareness to the pivotal role of technology in empowering agents.
AI automation for insurance agencies and Brokers
Fulcrum is your AI partner for the entire client lifecycle—covering sales, servicing, and everything in between. Working with the systems you trust, like Outlook and your AMS, Fulcrum brings the full context to every account and keeps everything current.
Property & casualty Insurance Carrier
Our valued carrier partners, including The Hanover Insurance Group, offer diverse insurance solutions designed to meet the unique needs of independent agents and their clients. By supporting our mission, they help ACT bring awareness to the pivotal role of technology in empowering agents.
Agency Management System
HawkSoft is an insurance management software designed for independent agencies, offering features such as policy management, client tracking, reporting, and more.
HawkSoft User Group
HUG provides HawkSoft agencies access to tools, resources, and opportunities to collaborate and network to drive growth and success.
Insurance Industry Coalition
ID Federation is a nonprofit alliance dedicated to streamlining identity management across the insurance industry. Their initiative, SignOn Once, enables agents, carriers, and solution providers to securely access multiple systems using a single identity and password.
Digital Forms for Insurance Submissions & Applications
Indio simplifies the insurance application process, saving agencies and their clients time and money while minimizing E&O exposure.
Solution Hub for the Insurance Industry
RiskStream Collaborative is a non-profit industry hub that empowers and educates risk & insurance businesses to research, explore, operate, and collaborate while leveraging emerging technology.
Canadian Insurance Association
IBAC advocates on behalf of insurance brokers and consumers, supports and elevates the broker profession, and promotes a vibrant and sustainable broker distribution channel.
Digital Insurance Software
Ivans is the industry’s network, creating connectivity and more value with simple, streamlined workflows at every phase of the insurance lifecycle.
Managed IT & Consulting Services
Kite Technology Group provides end-to-end managed IT services and business consulting to drive performance and increase profitability, designed to help businesses thrive in today’s ever-changing
technology landscape.
technology landscape.
Property & casualty Insurance Carrier
Our valued carrier partners, including Liberty Mutual, offer diverse insurance solutions designed to meet the unique needs of independent agents and their clients. By supporting our mission, they help ACT bring awareness to the pivotal role of technology in empowering agents.
Property & casualty Insurance Carrier
Our valued carrier partners, including Main Street America, offer diverse insurance solutions designed to meet the unique needs of independent agents and their clients. By supporting our mission, they help ACT bring awareness to the pivotal role of technology in empowering agents.
Property & casualty Insurance Carrier
Our valued carrier partners, including Merchants Insurance Group, offer diverse insurance solutions designed to meet the unique needs of independent agents and their clients. By supporting our mission, they help ACT bring awareness to the pivotal role of technology in empowering agents.
Property & casualty Insurance Carrier
Our valued carrier partners, including Nationwide, offer diverse insurance solutions designed to meet the unique needs of independent agents and their clients. By supporting our mission, they help ACT bring awareness to the pivotal role of technology in empowering agents.
Property & casualty Insurance Carrier
Our valued carrier partners, including National General, offer diverse insurance solutions designed to meet the unique needs of independent agents and their clients. By supporting our mission, they help ACT bring awareness to the pivotal role of technology in empowering agents.
Vertafore User Group
NetVU is a non-profit, independent organization of insurance industry professionals who use Vertafore solutions. NetVU is run by volunteers who use Vertafore systems and want to share their knowledge and experience.
Agency Management System
NASA offers agency software to meet client demands, increase engagement, and achieve sales goals. Its scalability allows systems to grow as the agency grows.
Property & Casualty Insurance Carrier
Our valued carrier partners, including Ohio Mutual Insurance Group, offer diverse insurance solutions designed to meet the unique needs of independent agents and their clients. By supporting our mission, they help ACT bring awareness to the pivotal role of technology in empowering agents.
Insurance Agency AI Platform
With their all-in-one insurance AI platform, Outmarket AI empowers agencies to automate manual processes, enhance accuracy, and improve client service across the policy lifecycle to grow revenue, cut costs, and reduce risk.
Property & Casualty Insurance Carrier
Our valued carrier partners, including Penn National Insurance, offer diverse insurance solutions designed to meet the unique needs of independent agents and their clients. By supporting our mission, they help ACT bring awareness to the pivotal role of technology in empowering agents.
Providing Insurance AI-Powered Software and Tech-Enabled Outsourcing
Patra delivers cutting-edge AI-powered software solutions designed specifically for insurance organizations, with a particular focus on empowering independent agencies and brokerages.
Generative AI for Commercial Insurance Underwriting
Planck empowers commercial insurance underwriters with research and insight generation capabilities to build a true and complete picture of business risk.
Property & Casualty Insurance Carrier
Our valued carrier partners, including Progressive, offer diverse insurance solutions designed to meet the unique needs of independent agents and their clients. By supporting our mission, they help ACT bring awareness to the pivotal role of technology in empowering agents.
AI Software for Insurance Agencies
ReFocus AI helps identify customers who are most likely to leave, allowing the ability to prioritize activity to those where there are additional value-added services to provide.
Property & Casualty Insurance Carrier
Our valued carrier partners, including Selective Insurance, offer diverse insurance solutions designed to meet the unique needs of independent agents and their clients. By supporting our mission, they help ACT bring awareness to the pivotal role of technology in empowering agents.
Commercial Quoting System
Tarmika offers a solution to streamline the commercial quoting process. It allows the ability to quote multiple lines of business with multiple carriers with a single-entry process.
Property & Casualty Insurance Carrier
Our valued carrier partners, including Travelers Insurance, offer diverse insurance solutions designed to meet the unique needs of independent agents and their clients. By supporting our mission, they help ACT bring awareness to the pivotal role of technology in empowering agents.
AI-Powered Automation for P&C Insurance Operations
vBots, part of Coventus AI Solutions, builds AI-powered intelligent assistants that securely automate critical tasks for the insurance industry.
Software Solutions for the Insurance Industry
Vertafore specializes in offering the insurance industry a range of products and services to help independent insurance agencies, carriers, and MGAs manage their businesses and processes.
Property & casualty Insurance Carrier
Our valued carrier partners, including Westfield Insurance, offer diverse insurance solutions designed to meet the unique needs of independent agents and their clients. By supporting our mission, they help ACT bring awareness to the pivotal role of technology in empowering agents.
Insurance Management Software & Automation
Xanatek provides an agency management system where staff can access critical client data, process new policies, changes, and service clients quickly, easily, and efficiently.
Insurtech Solutions
Zywave offers modern solutions and tools that align with the specialized needs of its customers. They use technology to power digital transformation at all stages of the insurance lifecycle.