Resources

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…

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.…

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…

eSignature – Agent and Broker Resources

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…

Guide to Service Provider Contracts

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…

Thank You For Downloading 2026 Big “I” Agents Council for Technology Tech Trends Report

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,…

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