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…
Resources
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…
Disaster Planning Guide
Updated September 2024 for 2025 Distribution Click here to download the guide.
What Not to Say On The Web
Our website wording guide offers myriad examples of troublesome website phrasing and suggested replacement wording:
Your Website Says What?
This white paper provides a high-level overview of the website wording topic as well as a summary of lessons learned from each focus area of the “Your Website Says WHAT?” webinar…
