AI for Growth: Measuring the Real Impact of AI

Session 1, Phase 2 of Agency AI Labs


AI for Growth: Measuring the Real Impact of AI

RECORDED August 4, 2026

AI may save your team time, but how do you know whether it is actually making your agency better? For independent insurance agencies investing time and resources in AI, measuring success requires looking beyond adoption and asking whether AI is improving efficiency, effectiveness and ultimately business growth. The session’s ACT AI Impact Framework moves agencies through four steps: establish a baseline, measure efficiency, measure effectiveness and measure business growth.

This Agency AI Labs session explores how independent agencies can connect AI initiatives to the business problems and metrics that matter most. Rather than implementing AI simply because a new capability is available, learn how to start with a defined agency challenge, establish where you are today and determine what success should look like. The conversation also considers an important next question: when AI creates additional capacity for your team, what do you do with the time you get back?

Watch to explore questions like:

• How can an independent insurance agency measure the ROI and business impact of AI?
• What should an agency measure before introducing AI into a workflow?
• How do you move beyond measuring time saved to measuring effectiveness?
• Which agency business metrics can help demonstrate whether AI is working?
• How can AI-created capacity be redirected toward growth and higher-value work?
• How long should you track results before deciding whether an AI initiative is making a difference?
• How can agencies avoid adopting AI without a clear business objective?

The session leaves agencies with a practical challenge: identify one workflow where AI is being used, establish a baseline and choose a business metric to track over the next 90 days.

Kevin Wheeler, CIC, CPIA,CFI

Eastern Advisory Manager
Angela Adams Consulting

Kathryn Lerch, MBA

Solutions Engineer
Fulcrum

Troy Moody

Chief Operating Officer
Moody Insurance Agency

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.