Insurance Associates of Central CT, LLC
What AI tool is your team using? (I.e., which tool would you like to highlight for this survey?)I built a strategic market placement for commercial lines, and a coverage compare.…
Personal Lines
Emerling, Floss, Murphy & Associates
What AI tool is your team using? (I.e., which tool would you like to highlight for this survey?)Microsoft CoPilot with SharePoint. Please describe how you are currently leveraging the AI…
O’Connor Insurance Associates, Inc
What AI tool is your team using? (I.e., which tool would you like to highlight for this survey?)Claude. Please describe how you are currently leveraging the AI tool above at…
Evergreen Insurance, Inc
What AI tool is your team using? (I.e., which tool would you like to highlight for this survey?)ChatGPT for Business. Please describe how you are currently leveraging the AI tool…
Input from ACORD Regarding Recent Changes to the ACORD 25
ACORD recently released a new edition of the ACORD 25 (2025/12), now in use. Here is a clarification to any confusion about listing contract not policy limits.
Personal Umbrella Myths Debunked: Myth #2
Personal umbrellas are not only for wealthy clients.
Know Your Role with Bank and Lender Policy Inquiries
With the ever-changing landscape of homeowners insurance, lenders and banks are raising the bar on policy documentation requirements. This shift is reshaping the way insurance agencies engage with their clients and financial…
Personal Umbrella Myths Debunked: Myth #1
Personal umbrellas are not only for wealthy clients.
Life Insurance Marketing Materials as an Extension of Agency Operations
As independent property & casualty (P&C) agencies continue to evaluate ways to broaden services and strengthen client relationships, life insurance remains a common consideration. While product access and licensing often…
After Medicare Open Enrollment: What Medicare Reveals About Agency Operations, and What to Fix Before Next Year
When Medicare Annual Enrollment Period (AEP) ends, the immediate pressure lifts, but the most instructive phase often begins. Phones are quiet. Deadlines pass. Teams finally have room to reflect on how the…
