Innovation is reshaping the independent agency model. Dale Steinke, Director of Agent for the Future at Liberty Mutual/Safeco, discusses AI, customer expectations, and the mindset agencies need to thrive. From Seattle’s innovation-driven energy to agency workflows and post-pandemic pivots, Dale shares where we're headed and how to get there faster.
Key Takeaways from the Episode:
• Amazon sets client expectations, your agency must deliver on.
• AI's already here, you just need to learn it, use it & manage it.
• Build an AI usage policy before it’s too late.
• Adaptability isn’t optional; it’s your competitive advantage.
• Agents must meet clients where they are, not the other way around.
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