Only 8% of independent insurance agencies have fully woven AI into their day-to-day operations — and 31% aren’t using it at all. Yet, according to the 2026 Big “I” ACT Tech Trends Report and Vertafore’s survey of more than 1,300 agency professionals, two-thirds of agencies plan to increase their AI use this year. That gap between intention and actual implementation is the biggest competitive advantage available in the independent agency channel right now.
In this Agency Builder episode, we show you exactly where to start: by targeting the repetitive, manual work that drains your time — email drafting, call summaries, document review, and more. You’ll hear how agencies that embed AI into these workflows are reclaiming hours for proactive retention calls that actually protect their books. With Medicare premiums rising and carriers pulling out of markets, the economics are clear: winning a new client costs 5–9x more than keeping an existing one, and personalized service can drive retention rates up to 81%.
Infographic: https://www.psmbrokerage.com/hubfs/The%20Insurance%20Producers%20Guild/IPG-EP4-Infographic.png
Slideshow: https://www.psmbrokerage.com/hubfs/The%20Insurance%20Producers%20Guild/IPG-EP4-Slideshow.pdf
The Insurance Producers Guild Podcast delivers intelligence for insurance agents looking to stay ahead of industry trends.
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