Jon Peters Insurance Agency
What AI tool is your team using? (I.e., which tool would you like to highlight for this survey?)OpenAI’s ChatGPT for Business; Agency Revolution First Draft for blog generation; and Canva…
What AI tool is your team using? (I.e., which tool would you like to highlight for this survey?)OpenAI’s ChatGPT for Business; Agency Revolution First Draft for blog generation; and Canva…
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.…
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…
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…
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…
If you’re not offering e‑signature options to prospects and customers today, it’s no longer a question of if—it’s when. Digital-first interactions are now the norm, and customers increasingly expect to…
Third-party service providers, or vendors, often perform essential roles for agencies, whether providing a comprehensive agency management system (AMS) or other mission-critical IT infrastructure. These providers may have access to…
This year’s report brings together insights from independent agents, carriers, and technology providers to highlight what’s truly shaping the industry — especially across AI, data, and connectivity. Inside the report,…