GetLYIT Day Two Recap: Turning AI Into Action

Day in Review

Day two of GetLYIT was all about application, showing how to move from AI curiosity to confident adoption. From productivity breakthroughs to marketing transformation and annual tech optimization, speakers showcased real-world ways insurance agencies can use artificial intelligence to boost efficiency and growth.

Three sessions guided attendees through the journey: understanding AI’s impact, applying it strategically in marketing and operations, and ensuring that foundational systems stay strong, secure, and ready for what’s next.

Session Highlights

Unlocking AI: Enhancing Agency Efficiency and Growth
Speaker: Dale Steinke

Dale opened the day by illustrating how AI is redefining agency efficiency and customer service. What used to take hours, like content creation, policy reviews, and data analysis, can now be completed in minutes with the right tools and workflows.

Key Takeaways:

• AI boosts productivity through content automation. Tools like ChatGPT, Claude, and Copilot can create blogs, emails, and social posts that maintain consistency and engagement without draining staff time.
• Policy checking becomes faster and more accurate with AI that compares coverages, flags discrepancies, and produces summaries instantly, reducing risk while boosting client confidence.
• Predictive insights improve retention. AI helps agencies identify which clients are most at risk of leaving, allowing teams to act before they lose business.
• AI policies matter. Agencies need clear guidelines for ethical use, privacy, and data security to ensure safe, sustainable adoption.

Why it matters: Agencies that embrace AI now can scale faster, work smarter, and deliver a higher standard of service, all while freeing their teams to focus on what humans do best: relationships and strategy.

Boosting Insurance Sales with AI: Tools and Strategies
Speaker: Matt Smith | Sponsored by 1Fort

Matt’s session focused on practical, everyday AI tools that help agencies enhance marketing, improve content quality, and engage clients more effectively. The focus wasn’t theory; it was action.

Key Takeaways:

• AI marketing tools amplify reach. ChatGPT and Grammarly help agencies create professional, SEO-optimized marketing content in minutes, ensuring messages connect with the right audiences.
• Better prompts mean better output. MetaPrompt AI helps refine instructions to get precise, on-brand results from generative tools like ChatGPT.
• Smarter research drives authority. Using NotebookLM, agencies can summarize complex insurance topics, create client-ready explanations, and position themselves as trusted advisors.
• Real-world success is already here. Companies like 1Fort are helping agencies grow revenue and cut costs through guided AI implementation and training.

Why it matters: AI isn’t just for tech companies. Agencies using it in marketing and communication are saving time, cutting expenses, and seeing measurable growth in client engagement and retention.

Maximizing Agency Efficiency with Annual Tech Checkups
Speaker: Angela Ford and Carie Ann Roach  | Sponsored by Dyad

Angela closed the day by reminding everyone that innovation only matters if your foundation is strong. Her session focused on the importance of annual technology assessments to ensure systems, data, and security are ready to support AI-driven growth.

Key Takeaways:

• Annual checkups keep systems sharp. Regular audits align your tech stack with agency goals and prevent inefficiencies before they cause disruption.
• Better data means better budgeting. Analyzing your AMS data annually improves accuracy and informs smarter investment decisions.
• Cybersecurity is nonnegotiable. Annual reviews of data retention, recovery, and staff training help agencies stay compliant and secure.
• Client retention and marketing benefit, too. Clean data and well-integrated systems enable personalized communication and smarter automation.

Why it matters: An agency’s tech stack is its engine. Regular assessments ensure your systems remain secure, efficient, and adaptable so AI can build on a solid, sustainable foundation.

The Takeaway

Day two proved that AI isn’t a futuristic concept; it’s today’s competitive advantage. From automation to analytics to security, AI is already helping agencies save time, serve better, and grow faster.

The message was clear: start small, stay intentional, and build a culture where technology supports, not replaces, your team’s expertise.

Up Next: The Last Day of GetLYIT

Agency Jam Session: 5 Big Issues, Real Talk, Real Solutions

Moderator: Casey Nelson
Panelists: Beaux Pilgrim, Landry Fields, Patrick McBride
Time: 11 AM ET | Sponsored by: Xanatek

No slides. No fluff. Just real talk. Casey and the panel dig into the five biggest issues holding agencies back. Expect live Q&A, shared battle stories, and practical solutions you can put to work immediately. Bring your questions. Bring your challenges. Let’s jam.

The Hot Seat: InsurTechs Face the Agency Panel

Moderator: Aubie Knight
Time: 12 PM ET | Sponsored by: 101 Weston Labs

Real founders. Real agents. Honest feedback, no filters. Founders from 101 Weston Labs pitch their breakthrough InsurTech solutions to a panel of agents in true Shark Tank style. The result? Bold ideas, tough questions, and actionable insights agencies can use to spot, shape, and scale innovation.

Let’s GO! Your Action Plan

Host: Marit Peters
Time: 1 PM ET | Sponsored by: ACT – Big “I” Agents Council for Technology

Before we close, Marit brings it all together. This wrap-up distills the event’s most powerful insights and helps agencies turn notes into next steps. Think of it as your post-game huddle: what we learned, what matters most, and what you’ll do next.

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