If you’re in the insurance world, you’ve probably seen AI in the headlines — but what does it actually look like in a real agency?
Not some big software rollout. Not a complete tech overhaul.
What we’re seeing (and helping agencies with) are small, quick wins that make your team’s day a little easier — without changing how they work.
Here are 4 practical ways insurance agencies are using AI in under 10 minutes — including a real automation you can watch.
1. Watch: How One Agency Automated Quote Intake in 10 Minutes
Before you do anything fancy, start here.
Sam from our team recorded a quick 3-minute demo showing how one agency used AI-powered automation to simplify part of their quote process.
Captures quote request info from a website form
Automatically logs it into a clean Google Sheet
Notifies the right person to follow up
Works with their existing process — no tech overhaul
It saves time. It reduces dropped leads. And it took under 10 minutes to set up using free tools.
2. Clean Up the Emails Your Team Sends Every Day
Quote-ready? Renewal reminder? Client needs clarification?
Instead of rewriting every email from scratch, agencies are using tools like ChatGPT or Wordtune to polish messages in seconds.
Try this prompt:
“Rewrite this email to be more professional and client-friendly. Let them know we’ve reviewed their renewal and are happy to schedule a quick call to go over options.”
You’ll get a clean version in seconds — and your team gets time back.
Even better: drop in a rough draft and say:
“Make this clearer and easier to understand for a client.”
It’s like having a writing assistant, no insurance training required.
3. Summarize Meetings and Zoom Calls (Automatically)
AI is great at remembering what we forget.
If your producers or account managers are in and out of Zoom calls all day, tools like Otter.ai or TLDV.io can:
Record calls
Create transcripts
Highlight action items
Make everything searchable
That means less “wait, did we say we’d send that?” — and more clarity for your team.
These tools work with Zoom, Google Meet, or Teams, and take just minutes to set up.
4. Automate Small, Repetitive Tasks
You probably don’t need a full integration project to fix the little things.
Tools like Zapier make it easy to:
Move form data into a spreadsheet
Send internal notifications when a new submission comes in
Automatically send a confirmation email to a client
These are the tasks your team does every day — but doesn’t need to.
Most automations take 10 minutes or less to set up. No dev help needed.
Download the ChatGPT Prompt Library for Insurance Agencies
If you want to try ChatGPT but aren’t sure what to type — we made it easy.
What’s inside:
20+ prompts for quoting, renewals, client emails, and follow-ups
Plain-English explanations
Copy-paste format to help your team get started faster
Want Help Finding Your First AI Win?
If you’re not sure where AI fits into your workflow — or want help spotting opportunities — Sam is offering free 1:1 AI consults for agencies.
He’ll walk through what you’re already using, help you find simple time-savers, and show what’s working for agencies like yours.
Start Small. Save Time.
You don’t need to learn everything.
You don’t need to automate everything.
You just need one small win — one task made easier for you or your team.
That’s how AI becomes something your agency actually uses.
We’re here when you’re ready.
Want Help Putting This Into Practice?
If you’re not sure where to begin or want someone to walk you through how this could work with your tools, we’ve got you.
We’re offering a limited number of free 1:1 AI consults this month.
We’ll take a look at your current tech, suggest a few quick wins, and show you how agencies like yours are already saving time.
Start with One Prompt
You don’t have to change how your agency works overnight.
Start with one small task — rewriting an email, following up on a quote, or drafting a renewal reminder.
Then build from there.
We’re here to help you learn what works, what’s worth your time, and how to actually make AI useful in your day-to-day.
Try a prompt. Watch the demo. Download the guide.
Let us know how it goes.