AMS Providers Panel on AI

Session 3, Phase 2 of Agency AI Labs


AMS Providers Panel on AI

RECORDED August 18, 2026

AI capabilities are rapidly finding their way into the technology independent insurance agencies already use. So what is actually being built into agency management and insurance technology platforms today, and what should agents expect next?

This Agency AI Labs panel brings together technology leaders from HawkSoft, Zywave, Vertafore and Applied Systems, moderated from the agency perspective by Ashley Engl of Walsh Insurance, for a conversation about the current state and future of AI in the independent agency channel.

Watch to explore questions like:

• How are agency technology providers approaching AI?
• Where is AI already being incorporated into the systems independent agents use?
• How could AI change the way agencies interact with their agency management systems?
• What should agencies consider as vendors introduce new AI capabilities?
• How should independent agents think about data, integrations and AI within their existing technology stack?
• Where might AI reduce manual work or make information easier for agency employees to find and use?
• What questions should agencies be asking their AMS and technology providers about AI?
• Where do technology providers see AI in the independent agency channel heading next?

With perspectives from several major providers rather than a single platform, this session gives independent agents an opportunity to better understand how AI is evolving across the agency technology landscape and what that evolution could mean for their own workflows and technology decisions.

Ashley Engl

Director, Technology Learning and Innovation
Walsh Insurance

Matt Lane

SVP of Product
Applied Systems

Matt Aman

CTO
HawkSoft

David Kallman

VP, Product Management
Vertafore

Brett Cleveringa

VP, Product Management
Zywave
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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.