Where to Start With AI in Your Agency: A Practical Playbook for Early Wins

Webinar Presented by ACT Supporting Partner, bolt

March 25, 2026 2:00 PM ET

AI is becoming unavoidable for independent agencies, but most leaders are stuck on the same question: where do you start without wasting time or creating risk?

Recent data from ACT’s Tech Trends report shows 68% of agencies expect to increase AI use in the next year, yet only 8% use it regularly and strategically today and even fewer feel confident in where to start.

As the head of ACT Supporting Partner bolt’s internal insurance agency, Dave Rose has taken AI from idea to daily workflow in phases, proving what works first when your team is stretched and your agency is navigating the same time constraints and process gaps many independent agencies face.

Dave will share firsthand lessons from rolling out AI in phases inside an agency, where they started, what they standardized first, and what early results looked like.

Attendees will leave with a clear playbook they can apply immediately to choose a first use case, set guardrails, and measure progress while protecting the relationships that define the independent channel.

In this webinar, we’ll focus on what’s actionable:
• How to choose your first AI use case when workflows are not fully documented
• A phased rollout approach that reduces risk and avoids change fatigue
• Where AI can execute versus where it should remain assistive with human review
• How to set basic governance guardrails so adoption is safe, consistent, and auditable
• What early success metrics look like so principals can track progress with confidence