What happens when your agency nearly doubles in size overnight? For Joel Dunham, it meant rethinking everything—from team structure to tech stack. In this high-energy conversation with Jason Cass, Joel shares how he used the “Engine” manual to streamline operations, brought AI into every corner of his agency, and turned growing pains into long-term gains. If you're scaling, restructuring, or just trying to get a grip on AI, this episode delivers the blueprint.
Key Takeaways
Acquiring an agency means retraining both staff and clients
The “Engine” manual sparked an agency-wide restructuring
Joel empowered his team by giving everyone access to ChatGPT Team
VAs are using AI to communicate more clearly and professionally with clients
Weekly AI discussions drive innovation and team adoption
AI helped save $30K on a challenging renewal using underwriter logic
Job losses are about skill shifts, not doom, AI is simply a tool
Want to level up your agency operations? Download the AI2030 Future-Ready Manual: agencyintelligencemanual.comRegistration opens on August 5th for IndieTech 2026: aiindietech.com with only 400 seats available.
Reach out to:
Joel Dunham
Jason Cass
Visit Website:
Ovation Insurance
Agency Intelligence
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