Your Next Agency Employee Might Be an AI Agent. Is Your Agency Ready?
Why insurance agencies need a secure AI foundation before they put agents to work. For years, insurance agencies have looked at automation as the answer
Why insurance agencies need a secure AI foundation before they put agents to work. For years, insurance agencies have looked at automation as the answer
By Jerry Fetty Most insurance agencies depend on their agency management system every day. It holds client records, policy details, attachments, activities, renewals, accounting signals,
AI readiness for independent insurance agencies starts with data ownership, vendor clarity, and institutional knowledge.
SMART Services built an AI capacity planning tool to help independent insurance agencies estimate where AI could create capacity, save time, and support growth.
Insurance agencies are trusted with sensitive client data. Here are five cybersecurity risks agency owners should address now.
Your Agency Management System should be the trusted source of truth before AI and automation can deliver real value. Clean data, clear processes, and disciplined
Agentic AI is changing agency automation. Independent agencies should get agent-ready with clean data, least-privilege access, approval gates, and auditability instead of over-investing in brittle
The FBI warning about Kali365 is a timely reminder for insurance agencies to review Microsoft 365 device code flow, Conditional Access, app approvals, monitoring, and
AI is not the strategy. Faster service, better consistency, stronger relationships, clean data, and clear guardrails are the strategy. AI is the lever.
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