AI Case Studies.
A growing library of Artificial Intelligence (AI) use cases, all submitted by agents in the field.
Click on a case study to learn more:
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.
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.
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.
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 Scale Marketing and Outreach in a Small Agency Environment
See how this agency uses AI to enhance marketing, client communications and content creation while helping a small team work more efficiently and scale its outreach efforts.
Leveraging AI to Streamline Agency Operations and Support Staff Productivity
Learn how this agency uses AI to give managers greater visibility into service workloads and provide staff with on-demand assistance for coverage reviews, proposals, certificates of insurance, and insurance questions.
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