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…

Disaster Planning Guide

Updated September 2024 for 2025 Distribution Click here to download the guide.

AI Sample Policy & Legal Issue – October 2024

Your agency likely has access to newly available automated products or services that could make your agency more efficient and effective. Even if you haven’t actively sought it out, AI…

2018 Agency Universe Study – Technology Summary

The Agency Universe Study (‘AUS’) is a product of Future One, a cooperative effort of the Independent Insurance Agents & Brokers of America (IIABA) and independent agency companies. The AUS…