Get the Most From AI in Insurance

The Rundown

In a recent webinar hosted by Catalyit and Vertafore, industry leaders Doug Mohr and Ashley Kelly broke down how artificial intelligence is reshaping insurance operations — from automating grunt work to streamlining workflows.

The Context

• Agencies are urged to start small with AI: think call transcription or policy checks.
• AI is already helping with statement reconciliation, customer chatbots, and lead scoring.
• A key warning: don’t rely on free tools. Go enterprise-grade for data protection and compliance.
• The future? A shift from isolated tools to process-centric AI, with humans still in the loop.
• Agencies are encouraged to lean on industry partnerships and involve teams early.
  

Why it Matters

AI isn’t a threat — it’s a strategic edge. For insurance agencies, adopting AI now isn’t just about efficiency, it’s about survival. Those who delay risk getting left behind as the industry modernizes around them.