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…
Duty to Advise
Review a summary of agent’s legal duties, as they vary from state to state: This guide is accessible to Swiss Re policyholders only. You will be prompted to log in…
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…
Commercial Producing Onboarding Guide
The Commercial Lines Producer Onboarding guide will take you through 13 core videos critical to your onboarding process and includes key takeaways and links to accompanying handouts:
Agency Website Wording: Dos and Dont’s
Our one-page topic overview is your quickest route to the most essential information on what not to do with your agency website
