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The Great Retirement Wave: Adapting Agency Operations When You Can't Replace Experience
February 26 @ 2:00 PM - 3:00 PM ET
Free for Basic & Full Access Agency Subscribers
Join this Catalyit Live Hot Topic with Sonant AI as we explore how agencies are adapting operations amid the growing staffing crisis — and what to do when experience walks out the door and can’t be replaced.
With 400,000 insurance professionals retiring by 2026 and hiring becoming slower, more expensive, and less reliable, this session takes a candid look at how agencies are rethinking staffing, workflows, and technology to keep service levels high without burning out their teams.
What You’ll Learn:
- How the retirement wave and remote work have reshaped the insurance talent market
- Real data on hiring timelines, turnover, and the true cost of failed hires
- What agencies are trying today — from VAs and operational redesigns to AI-powered workflows
- When AI can reliably handle agency work and where human expertise is still essential
Why It Matters:
- Traditional hiring strategies are no longer working for many agencies
- Open roles slow growth, bury producers in service work, and strain owners
- Turnover and training costs quietly erode profitability
- Agencies must adapt operations to scale without relying on hard-to-find talent
Things to Think About:
- Which roles in your agency are hardest to hire or retain right now?
- Where is your team spending time on work that doesn’t require deep expertise?
- Could operational redesign or AI help you protect service quality without adding headcount?
Speakers:
Pedro Sena |
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