How I Am Using AI to Run My Insurance Business Better

I get asked about this constantly — “how do you use AI in your business?” — so I want to give a real, honest answer about what is actually working.

What I Am Actually Using AI For

Lead Follow-Up (Biggest Win)
When someone fills out a form, an AI system kicks into action immediately — sends a text, sends an email, creates a task in my CRM, notifies me. Now the follow-up is instant.

Client Onboarding
New clients get a personalized sequence — welcome email, coverage intro, next steps — all automated. I write the template and review annually.

Content Creation
I use AI avatar tools to create short educational videos. Scripts drafted by AI, I review, then generate. One video that took a day now takes 30 minutes.

Market Research
Before recommending a plan change, I use AI to compare carrier options and model scenarios. It does not replace my judgment — it helps me give clients better answers faster.

What Flopped

Fully automated social media posting with zero human review. Engagement numbers were embarrassing. AI can draft — humans need to edit and approve.

What I Am Still Figuring Out

Voice AI for incoming client calls. The technology is close but not quite there yet for nuanced insurance conversations.

The Honest Take

AI will not replace you as an insurance agent. But an agent who uses AI well will consistently outperform one who does not. That is already happening.