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The operating manual for building modern, intelligent insurance agencies. A comprehensive guide to reimagining agency structure through routing, automation, and strategic metrics.
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What The Independent Agency Operations Manual Actually Teaches You
Most agency owners aren’t behind on AI. They’re behind on structure. The software is sitting there. The VEs are hired. The conference badges are in a drawer. And the agency still feels maxed out, the owner is still the bottleneck, and the monthly tech bill keeps…
You Have a Dozen AI Projects and None of Them Talk to Each Other
You’ve been using AI for a year now. Maybe two. Not everybody’s in the same spot with it. Maybe you’ve got one AI account and a handful of chats. Maybe you’ve got Claude, ChatGPT, and Gemini all running, with a dozen projects split across the three. Either way, you’ve…
The Insurance Industry Doesn’t Have an AI Problem. It Has a Trust Problem.
Jess Mand over at Insurance Journal reached out to me a few weeks ago to talk about AI, carriers, and the governance gap that’s growing between them. The piece just dropped. It’s called The Shadow AI Problem in Insurance: Navigating Trust, Oversight and Innovation and…
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