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

Learn how this agency is using Microsoft Copilot and SharePoint to transform scattered documentation into a centralized, searchable knowledge base, helping employees quickly find answers and procedures through simple AI-powered…

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…

Personal Lines Coverage Checklist

Cross your Ts and dot your Is with the Personal Lines Coverage Checklist.

Big wooden home and small wooden home on grass. Home loan or building home or family concept. Home in nature.