Want to future-proof your insurance agency? Jason, Shawn, and Stephen talk about the tech that matters, the tasks worth automating, and why relationships still lead the way.
Key Topics:
AI is a tool to enhance—not replace—relationships in insurance.
The biggest mistake agents make is staying siloed instead of connecting with others.
Agencies need to stop chasing what's changing and double down on what stays the same.
Efficiency gains from AI can be redeployed into productivity, but that window won’t last forever.
Licensing staff numbers will shrink as bots and VEs take over repetitive tasks.
ChatGPT isn’t a shiny object—it's a foundational business tool if used right.
Agency success will hinge on vision, implementation, and customer focus, not fear of new tech.
Reach out to:
Shawn Fitzgerald
Stephen Turnbull
Jason Cass
Visit Website:
Scratch Agency podcast
Agency Intelligence
Produced by PodSquad.fm
