Using AI and Automation to Strengthen Succession Planning
Technology, particularly artificial intelligence (AI) and automation, is now reshaping what it means to prepare an agency for transition.
Technology, particularly artificial intelligence (AI) and automation, is now reshaping what it means to prepare an agency for transition.
In March, Independent Agent magazine saw the Big “I” realize the fruits of its work with Fannie Mae and Freddie Mac in revising their property insurance requirements for federally backed mortgages.
On this episode of Agency Nation Radio, Jill Roth, executive vice president of Ahart Frinzi and Smith hosts a conversation with Louise “BeBe” Canter, former Big “I” president, senior vice president at USI Insurance Services, and a Woodworth Memorial Award Winner, and Angela Ripely, current Big ‘I’ chair and president of VW Brown Insurance.
On this episode of Agency Nation Radio, we meet Marissa Winkelman, managing partner of Webb + Winkelman in Grove, Oklahoma. Winkelman entered the insurance industry in 2012 as a receptionist at Webb Insurance and quickly realized the role wasn’t the right fit. After transitioning to a back-office position, she focused on learning the business and working her way up. By 2023, Winkelman became a…
Artificial intelligence (AI) allows employees to work smarter by eliminating mindless, repetitive tasks, but it is critical to realize its limitations and know that it is just one tool in your toolbox.
February opened with agencies maintaining a strong interest in exploring and adopting artificial intelligence (AI), the launch of a ChatGPT app and a report from the Big “I” indicating that more agencies plan to expand their use of AI.
Marrissa Winkelman entered the world of insurance in 2012 when she started as the receptionist at Webb Insurance. Understanding quickly that the position wasn’t the right fit for her, she moved to the back office, where she focused on insurance and working her way up.
In this Q&A series, Independent Agent magazine and the Big “I” Agents Council for Technology spotlights women in InsurTech.
On this episode of Agency Nation Radio, Jennifer Becker, Big “I” executive director of research and education, is joined by Claudia St. John, founder and CEO of The Workplace Advisors. During the episode, they explore how small independent insurance agencies can compete with large corporations for talent; whether artificial intelligence (AI) is helping agencies address staffing shortages or simply adding another layer of complexity; and what agency owners…
The most successful companies understand that attracting top talent isn’t just about offering the highest salary; it’s about leveraging creative strategies and building an authentic workplace culture.