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Silverio Insurance Agency.
Evan Silverio, CEO | Massachusetts
Learn how this agency uses AI to give managers greater visibility into service workloads and provide staff with on-demand assistance for coverage reviews, proposals, certificates of insurance, and insurance questions.
What AI tool is your team using? (I.e., which tool would you like to highlight for this survey?)
Claude and Gail
Please describe how you are currently leveraging the AI tool above at your agency. What was the main goal or friction point you were trying to solve for when implementing it?
Claude: Created a “manager’s dashboard” to allow our service managers to view potential non-renewals, cancellations, lapses and suspenses so they easily track where the service team might need help.
Gail: Assist with analyzing coverage; research for COI’s; creating proposals; answering general insurance questions.
How did you find the tool or approach you chose, and what made you pick it over other options?
Claude: I basically had a conversation with Claude on how to build out ideas I had.
Gail: Found on the internet and signed up for Free Trial to test out.
What does your AI use actually look like day-to-day — who uses it, how often, and how long did it take to get going?
I supply the AI information for the Dashboards that the managers use. Our Sr. CL Account Manager uses Gail to assist her CL team.
What worked better than expected? What didn’t go as planned?
Claude is amazing at talking through what I would like to do and then possibly creating it. But there are still many things that require much oversight and guidance… to the point that many things don’t yet make sense to implement.
What’s the one thing you’d tell another agent/agency who’s thinking about starting — and what do you wish someone had told you first?
Just get started. Get help (or hire help) if needed. Dedicate a full day or two just to getting started and experimenting with it.
