Agency Intelligence

Innovation and Invention: Steve Anderson gets Jason's thoughts on the invention and innovation he sees in the industry today. Be prepared to hear how the old way of taking 90 minutes to quote 10 companies is over, Jason and his team can do it in less than five minutes. It's a game changer for efficiency. Episode Highlights: Jason discusses how they use a risk advisor tool and an AI language model to quickly enter and process information for insurance quotes, reducing the time it takes from an hour and a half to less than five minutes. (3:01) Jason explains that Robotic Processing Automation allows robots to perform routine tasks in agencies, such as checking claims reports, monitoring changes in notes, and handling cancellations. (8:00) Jason emphasizes the cost-saving benefits of using virtual employees and investing in technology for agencies, and the significant gap between those who adopt these practices and those who don't. (10:40) Jason mentions that he created IndieTech 2023 for independent ins