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GENERATIVE AI
noun, less commonly generative artificial intelligence
: artificial intelligence that is capable of generating new content (such as images or text) in response to a submitted prompt (such as a query) by learning from a large reference database of examples
– Merriam-Webster
Thanks for attending our session at Joe Vincent!
Connect with the Panelists
![- Catalyit - Catalyit Angela Ford](https://catalyit.com/wp-content/uploads/2023/07/Angela-Ford-1024x1024.jpg)
Angela Ford
Catalyit & IIAT
Continuous Improvement Director & Consultant
![- Catalyit - Catalyit Casey Preston](https://catalyit.com/wp-content/uploads/2024/01/Casey-Preston.jpeg)
Casey Preston
Experience.com
RVP – Insurance
![- Catalyit - Catalyit Ryan Smith](https://catalyit.com/wp-content/uploads/2024/01/Ryan-Smith.jpeg)
Ryan Smith
RLS Consulting
Owner, President & Principal Consultant
![- Catalyit - Catalyit Seth Nagle](https://catalyit.com/wp-content/uploads/2024/01/Seth-Nagle-alt-1024x1024.png)
Seth Nagle
LZC Marketing
Growth Marketing Consultant & Founder
![Lauren Crosby - Catalyit - Catalyit Lauren Crosby](https://catalyit.com/wp-content/uploads/2023/08/Lauren-Crosby.jpeg)
Lauren Crosby
Catalyit
Chief Growth Officer
Solution Provider Spotlight: GAIL by LULA
GAIL is a voice powered AI tool that is capable of having human like conversations, built to lower Customer Acquisition and Support costs. Learn more about GAIL by LULA.
![GAIL by LULA - Catalyit - Catalyit GAIL by LULA](https://catalyit.com/wp-content/uploads/2023/11/GAIL-by-LULA.png?ver=1706563702)
Steve's Top Tools
Name | Website | Category | Policy Checking? | Description |
---|---|---|---|---|
![]() View Profile Exdion Insurance | exdioninsurance.com | RPA | Yes | Exdion Insurance is a proprietary AI-driven extraction engine and broker-specific tools improve sales, minimize human errors, and raise consumer satisfaction. |
![]() GAIL by LULA | lula.is/gail | AI Voice Agent | GAIL is a voice powered AI tool that is capable of having human like conversations, built to lower Customer Acquisition, and Support costs. | |
![]() Patra | patracorp.com | RPA | Yes | Featuring Patra’s proprietary, patent-pending technology which combines advanced Artificial Intelligence (AI) capabilities with intuitive workflows and comprehensive policy checklists, Patra’s PolicyCheckingAI sets a new bar for checking policies with unsurpassed quality, accuracy and efficiency. |
![]() View Profile Powerbroker AI | powerbroker.ai | RPA | Yes | Powerbroker AI is an AI Agent that can help you generate new revenue, automate renewals, compare quotes, build proposals, and check policies. |
![]() View Profile Total CSR | totalcsr.com/ask-ellie | Chatbot | Total CSR's Ellie is the ultimate AI-powered tool specially crafted for insurance agents. With ‘Ask Ellie’, you gain access to an array of tools that will transform the way your insurance agency operates. Ellie can help with understanding complex insurance concepts, creating engaging marketing messaging, offering professional development support, and improving customer service interactions. | |
![]() View Profile vBots Digital Assistant | eleviant.com/insurance-rpa-bots | RPA | Yes | Eleviant’s vBots Digital Assistant helps agencies with automating time-consuming, mundane tasks. vBots can integrate into your agency management system and make complex processes simple. |
![]() View Profile Adapt API | adaptinsurance.com | RPA | Adapt API helps you automate the servicing busywork - compiling your notices in a single report and storing your carrier documents in one place. | |
![]() View Profile BluePond AII | bluepond.ai | RPA | Yes | BluePond AI’s Broker CoPilot is an intelligent platform trained for commercial insurance and serves as an ally, handling tedious work, improving quality, aiding in better decision-making, and engaging clients effectively. |
![]() View Profile Brightside | brightsideai.com | AI Text Agent | Yes | The Brightside Assistant allows you to summarize, analyze, and compare complex insurance policies in seconds. Brightside takes the complexity out of understanding insurance policies and transforms them into clear, actionable knowledge. |
![]() View Profile Fulcrum | withfulcrum.com | RPA | Yes | Fulcrum leverages intuitive AI automations to allow brokerages to deliver a premium customer experience while improving efficiency and margins. Agents can use Fulcrum for proposal checking, carrier document downloads, policy/binder ingestion, and policy checking. |
![]() View Profile Pathway | pathway.com | RPA | Yes | Meet your digital colleagues! From efficient policy reviews to streamlined claims processing, Pathway's RPA Bots elevate your brokerage with unparalleled automation. |
![]() View Profile Podium | podium.com | AI Voice & Text Agent | Beat your competition with Podium's lead conversion platform, powered by AI and ready to integrate with the tools you already use. | |
![]() View Profile ProNavigator | pronavigator.ai | Chatbot | ProNavigator is an AI-driven knowledge management chatbot that's built for insurance and brings all your company’s knowledge together for easy organization, discovery and sharing. | |
![]() View Profile Quandri | quandri.io | RPA | Yes | Quandri's AI-powered solutions automate repetitive tasks that become costly, time-consuming, and burdensome as you scale, including renewal reviews, document naming, and the daily download process. |
![]() View Profile RELAYTO | relayto.com | Content | RELAYTO instantly transforms your regular PDFs and presentations into experiences that grow your sales pipeline, win over and delight customers. | |
![]() Secret Agent Tech Solutions | secretagent.pro | AI Voice & Text Agent | Secret Agent offers a full spectrum of AI-powered possibilities to elevate your business services and customer engagement, including AI Calling, Text Messaging, and Web-Chat. | |
![]() Chatbase | chatbase.co | Chatbot | With Chatbase, you can create customizable AI chatbots using your own knowledge base. | |
![]() Hexomatic | hexomatic.com | Chatbot | Build a custom GPT for customer support, lead generation, and engaging users. Includes features like "Revise answers" and "Confidence score" for accurate responses. | |
![]() Pictory | pictory.ai | Video | Say goodbye to complicated video editing software. The Pictory technology allows you to create and edit professional-grade videos using just text. | |
![]() re:tune | retune.so | Chatbot | The missing platform to build your AI apps. Use it to build your own AI powered apps. No coding required. | |
![]() ReachOut.ai | reachout.ai | Video | ReachOut.AI allows you to deliver personalized 1:1 videos without recording anything. | |
![]() Robomotion RPA | robomotion.io | RPA | Robomotion robots are designed for high-efficiency concurrency at scale, with the capability to execute multiple automation sequences simultaneously. They feature a multi-branching ability, allowing the creation of unlimited static or dynamic branches with a single robot. | |
![]() Warm Welcome | warmwelcome.com | Video | Connect with clients through real-time or recorded video. Send personal video emails. Features include Video Contact Pages, Video Business Cards, Video Email Signatures. | |
![]() Afforai | afforai.com | Writing | Afforai – is a reliable and trustworthy AI in-depth research assistant and Chatbot! From complex topics to niche inquiries, Afforai delves into millions of sources to bring you trusted insights you can count on. | |
![]() Albato | albato.com | RPA | Albato is an all-in-one, no-code platform for automating your workflow! Seamlessly integrate the apps you use daily and watch the magic happen. With 600+ available apps and over 170,000 automation scenarios, the possibilities are endless! | |
![]() BHuman | bhuman.ai | Video | BHuman helps you foster authentic connections with your customers like never before. Our groundbreaking AI technology empowers you to create personalized videos at scale that truly look and feel real. | |
![]() BIGVU | bigvu.tv | Video | Platform to create short videos that integrates with their mobile app. Record on your desktop or on the go - it all syncs. | |
![]() OpenAI ChatGPT | openai.com | Chatbot | OpenAI created ChatGPT, the most popular AI platform. There is a free version and a Pro (paid) version. | |
![]() Peppertype.ai | peppercontent.io/peppertype-ai | Content | Peppertype.ai helps you create high-quality content in no time. Say goodbye to hours spent brainstorming and let otheir AI-powered tool do the magic for you. | |
![]() Speechki | speechki.org | Audio | Automatically transform written content into high-quality audio. With Speechki's AI Realistic Voice Generator, you can now experience over 1,100 voices in more than 80 languages! | |
![]() Hexofy | hexofy.com | Marketing | Hexofy is the ultimate web-scraping companion. No more time-consuming copy-pasting. With their incredible 1-click web scraping tool, you can gather data from any web page effortlessly. | |
![]() Adobe Podcast AI | podcast.adobe.com/enhance | Audio | Clean up audio quality for free with Adobe Podcast AI. | |
![]() Brain Pod Ai Writer | brainpod.ai | Content | Brain Pod helps you take your content creation game to a whole new level. Violet is their AI writer and no-code platform that will change the way you create content for your agency. Whether you need blogs, articles, or social media posts, Violet will help save you time. | |
![]() Castmagic | castmagic.io | Content | Created for Podcasters to streamline show notes, CastMagic can be used with any audio content to save time creating long-form content from audio. The AI-powered platform transforms an Mp3 file or YouTube video into a wide range of handy assets that are ready to use instantly. It provides transcriptions, notes, summaries, highlights, quotes, and social posts. | |
![]() HelloScribe | helloscribe.ai | Content | Ever wished you could magically automate your writing, research, and brainstorming tasks? HelloScribe is designed to make your life easier! No more staring at a blank document or feeling overwhelmed by endless notes. You can put your writing on AutoPilot and watch the ideas flow effortlessly. HelloScribe is designed to assist you throughout the entire writing process - from organizing your thoughts to generating insightful research. | |
![]() Hippo Video | hippovideo.io | Video | Hippo Video allows users to create personalized avatar videos with various backgrounds, including website URLs. This technology enhances customer engagement at all stages, from lead qualification to sales acceleration, by automating certain processes and improving customer satisfaction through engaging and efficient video content. | |
![]() Jasper | jasper.ai | Content | Jasper is an AI copilot for driving outstanding performance and is used by over 100k businesses. Jasper leverages its AI to generate compelling, tailored content that truly resonates with your target audience. | |
![]() Claude | claude.ai | Content | Claude is an AI chatbot created by Anthropic, an AI safety and research company paving the way for reliable, interpretable, and steerable AI systems! They focus on ensuring the safety and future of artificial intelligence. Claude Pro offers significantly increased usage limits compared to the free service, with the number of messages depending on factors like message length, attachments, and conversation context. Users receive a warning when they are close to the limit, which resets every 8 hours. These limits balance Claude's availability for free users while optimizing performance for power users. The cost is $20 per month. |
Articles
The Future of RPA in Insurance: Trends to Watch
ChatGPT or Co-Pilot? Unpacking the Strengths of Each AI Tool
The Evolution of Outsourcing in Insurance Agencies: From Virtual Assistants to AI-Powered Partners
AI Showdown: Choosing Between Gemini and ChatGPT
Unlocking the Full Potential of Your AMS for Maximum ROI
The Power of AI-Driven Data Insights
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Your entire team gets access!
All IIAT members now get FREE Full Access to Catalyit.com – the independent agent’s hub for technology advice, tools, training, and insights.
Since technology is critical to agency success, profitability, valuation, and employee retention, the IIAT Board of Directors has decided to purchase Full Access for every IIAT member. Every employee of your agency can now access Catalyit.com for free.
Could one of these be your next BEST tech move?
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