Agency AI Labs.
Free AI training built for independent insurance agencies. Practical skills, real workflows, taught by agents who are doing this work.
AI skills your whole agency can actually use.
Agency AI Labs is a free, live and on-demand learning program from ACT — the Agents Council for Technology — designed to meet independent agency staff where they are. No tech background required. No vendor pitch. Just practical, role-specific AI education built by and for the independent agent channel.
Can’t make it live? Every session is recorded and added to the on-demand library. Register once and access everything — including new content as it’s added through 2026.
Register Today!
Sign up with your email and get access to all the sessions live on Zoom – plus the on-demand library with new content added throughout the year!
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.
Agency AI Labs Resources
Join us as we Demystify AI!
Phase 1 – Foundations| Now On Demand!
#1 AI for Independent Agencies: The Real Story
Recorded June 9, 2026
Cut through the hype. This session covers what AI actually is, where it’s already showing up in your agency whether you realize it or not, and why the agencies that start learning now will have a real competitive edge. No tech background needed.
Cut through the hype. This session covers what AI actually is, where it’s already showing up in your agency whether you realize it or not, and why the agencies that start learning now will have a real competitive edge. No tech background needed.
#2 Prompting: How to Actually Talk to AI
Recorded June 16, 2026
The difference between a mediocre AI result and a great one is usually the prompt. Learn proven frameworks for writing prompts that get useful outputs — with examples built specifically for insurance workflows like coverage summaries, client emails, and renewals.
The difference between a mediocre AI result and a great one is usually the prompt. Learn proven frameworks for writing prompts that get useful outputs — with examples built specifically for insurance workflows like coverage summaries, client emails, and renewals.
*BONUS* Session:
How AI Search is Redefining Trust in the Insurance Buying Journey
Recorded June 17, 2026
AI-powered search is transforming how consumers discover and evaluate insurance agencies, elevating trust, credibility, and consistency as key drivers of visibility. Agencies that align with these signals can enhance visibility and connect more effectively with consumers.
AI-powered search is transforming how consumers discover and evaluate insurance agencies, elevating trust, credibility, and consistency as key drivers of visibility. Agencies that align with these signals can enhance visibility and connect more effectively with consumers.
#3 AI Governance: Protecting Your Agency & Your Clients
Recorded June 23, 2026
Using AI responsibly isn’t optional — it’s a risk management issue. Learn what you need to know about data privacy, client information, E&O exposure, and how to build a simple AI policy for your agency before something goes wrong.
Using AI responsibly isn’t optional — it’s a risk management issue. Learn what you need to know about data privacy, client information, E&O exposure, and how to build a simple AI policy for your agency before something goes wrong.
#4 AI Workflows & Use Cases for Agents
Recorded June 30, 2026
Real agents. Real workflows. This session walks through how agencies are actually using AI today — from meeting notes to renewal prep to client communication — so you can see exactly where to start and what’s working right now.
Real agents. Real workflows. This session walks through how agencies are actually using AI today — from meeting notes to renewal prep to client communication — so you can see exactly where to start and what’s working right now.
Phase 2 – Growth & Operations | Now On Demand!
#1 AI for Growth: Measuring the Real Impact of AI
Recorded August 4, 2026
Every agency’s heard the pitch that AI drives growth. This session is where you find out if it’s true for you. What growth actually looks like once AI is doing real work in your agency, new business, retention, revenue per employee and how to tell the difference between activity and impact.
Every agency’s heard the pitch that AI drives growth. This session is where you find out if it’s true for you. What growth actually looks like once AI is doing real work in your agency, new business, retention, revenue per employee and how to tell the difference between activity and impact.
#2 Your AI Customer Service Rep
Recorded August 11, 2026
Somewhere in your agency right now, someone is buried in COIs, chasing down policy details, or re-reading a document for the fourth time to answer a question a client just asked. This session is about what happens when that work has a second set of hands. We’re bringing in agencies already running AI-powered service and knowledge tools — not a vendor demo, a real conversation about what got faster, what got better, and what their team does now that they’re not doing that anymore.
Somewhere in your agency right now, someone is buried in COIs, chasing down policy details, or re-reading a document for the fourth time to answer a question a client just asked. This session is about what happens when that work has a second set of hands. We’re bringing in agencies already running AI-powered service and knowledge tools — not a vendor demo, a real conversation about what got faster, what got better, and what their team does now that they’re not doing that anymore.
#3 AMS Providers Panel on AI
Recorded August 18, 2026
AMS leaders sit down together to share their thoughts about where AI in our industry stands today – moderated by an independent agent. This conversation will cover how AI is changing agency work versus how it’s talked about, how these companies are building and prioritizing differently than they were a year ago, and specific before-and-after examples of agency tasks that are getting easier. We’ll close with a lightning round: What’s coming in the next 12 months and what should agents be doing with their own data now to get ready?
AMS leaders sit down together to share their thoughts about where AI in our industry stands today – moderated by an independent agent. This conversation will cover how AI is changing agency work versus how it’s talked about, how these companies are building and prioritizing differently than they were a year ago, and specific before-and-after examples of agency tasks that are getting easier. We’ll close with a lightning round: What’s coming in the next 12 months and what should agents be doing with their own data now to get ready?
#4 Claude in the Agency: A Live Working Demo
Recorded August 25, 2026
This session of ACT Agency AI Labs featured CJ Hutsenpiller , a second-generation agency owner, who shared practical ways insurance agencies are using Claude AI to improve efficiency and streamline operations. Through real-world examples, CJ showed how his agency leverages AI for tasks such as new business quoting, renewal management, and building searchable knowledge bases, while highlighting the importance of using secure team or enterprise accounts and integrating AI with agency systems through skills and connectors.
This session of ACT Agency AI Labs featured CJ Hutsenpiller , a second-generation agency owner, who shared practical ways insurance agencies are using Claude AI to improve efficiency and streamline operations. Through real-world examples, CJ showed how his agency leverages AI for tasks such as new business quoting, renewal management, and building searchable knowledge bases, while highlighting the importance of using secure team or enterprise accounts and integrating AI with agency systems through skills and connectors.
Phase 3 – Culture, data & Protection.
#1 Your Agency’s Greatest AI Asset isn’t AI – It’s Your Data
October 6, 2026
Everyone is talking about AI—but far fewer are talking about what actually makes AI work. The quality of your data determines the quality of your results. In this session, we’ll break down what “good data” really means, why structured data matters in a world of real-time decisions, and practical steps every agency can take today to prepare for the next generation of AI-powered workflows.
Everyone is talking about AI—but far fewer are talking about what actually makes AI work. The quality of your data determines the quality of your results. In this session, we’ll break down what “good data” really means, why structured data matters in a world of real-time decisions, and practical steps every agency can take today to prepare for the next generation of AI-powered workflows.
#2 Cyber and AI in the Insurance Industry
October 13, 2026
Description coming soon
Description coming soon
#3 Building Your Agency’s Digital Visibility
October 20, 2026
Description coming soon
Description coming soon
#4 AI, E&O and Commercial Client Risk
October 27, 2026
As AI adoption accelerates, agencies face new questions about errors and omissions exposure—both in their own operations and in the businesses they insure. In this final Agency AI Labs session, we’ll explore emerging AI-related risks for commercial clients, the coverage questions agents should be asking, and how agencies can use AI responsibly without creating unnecessary E&O exposure.
We’ll also wrap up the AI Labs series with key takeaways, practical next steps, and resources to help agencies move forward with greater confidence.
As AI adoption accelerates, agencies face new questions about errors and omissions exposure—both in their own operations and in the businesses they insure. In this final Agency AI Labs session, we’ll explore emerging AI-related risks for commercial clients, the coverage questions agents should be asking, and how agencies can use AI responsibly without creating unnecessary E&O exposure.
We’ll also wrap up the AI Labs series with key takeaways, practical next steps, and resources to help agencies move forward with greater confidence.
Download the Flyer.
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.
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 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.
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.
Voice AI Solution
GAIL provides 24/7 human-like AI-driven bilingual reception, sales, and support call handling while integrating with existing agency systems. GAIL offers no-code setup and omnichannel communication options.
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.
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.