What's up everybody? Welcome to The Scratch Agency Podcast hosted by Scratch Agents for Scratch Agents. In this episode, Stephen Turnbull and Shawn Fitzgerald discuss their experiences with using AI in their insurance agencies. From AI receptionists to chatbots, they provide insights on how to approach implementing AI tools in your agency effectively. Tune in for valuable tips and real-world examples of utilizing AI technology in insurance.
Chapters:
(00:00) - Introduction
(00:28) - Overcoming challenges to record the podcast
(01:18) - Discussing the use of AI in T5 and Sound Harbor Insurance
(02:16) - Understanding the importance of solving problems with AI tools
(03:40) - Choosing the right AI tool for your agency, RingCentral AI receptionist
(05:37) - Implementing the AI receptionist and initial feedback
(08:30) - Comparing AI tools tailored for insurance vs. general business
(10:23) - Tailoring AI tools to meet specific agency needs
(14:12) - Customizing chatbot workflows for sales and support
(16:54) - Budget-friendly options for implementing AI in your agency
(18:47) - Announcement about a free ticket to the Washington, DC meetup
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