Insurance Hacks LIVE Webinar Recap
This session was the follow-up to AI 101 for Insurance Agencies — and this time, we showed exactly what an AI assistant can do inside an independent agency.
Brad Ruben was joined by Sam Ruben (yes, his son — and Archway’s Director of Automation & Customer Success) for a hands-on look at how insurance agencies are using AI to take care of everyday tasks like email triage, quote comparisons, and onboarding docs.
“This isn’t about changing your systems. It’s about giving your team better support with the tools you already have.”
– Sam Ruben
What They Covered
Brad and Sam discussed how AI assistants can be trained once and then quietly run in the background, helping with things like:
Organizing and routing incoming emails
Extracting data from quote PDFs
Generating training docs from recorded screen walkthroughs
Supporting CSRs and producers without adding headcount
Connecting the dots between your existing platforms
This wasn’t about theory — it was about seeing exactly how these workflows run inside agencies like yours.
📂 Jump to a Demo:
🖥️ Full Webinar Replay
📬 Email Triage Demo
AI scans incoming emails, detects the type (quote request, billing question, claim update, etc.), and routes it to the right person — or logs it in the right system.
📊 Quote Comparison Demo
Instead of rekeying quote data, drag and drop your PDFs into a workflow that pulls the key coverage details and generates a clean, branded client-facing summary.
📝 SOP Builder Demo
Record your screen while walking through a task. AI will turn that into a formatted, step-by-step SOP with screenshots — perfect for onboarding and training.
Key Takeaways from the Webinar
You don’t need new software to start using AI — the tools you already use (like Outlook, Google Drive, Epic, etc.) are enough
Repetitive tasks are the best place to start — think email sorting, quote comparisons, and training documentation
AI assistants don’t replace your team — they give your team time back to focus on higher-value work
One automation can save hours a week — and you can get results fast without a full system overhaul
The hardest part is knowing where to begin — and that’s exactly where we can help
Ready to See What AI Could Do at Your Agency?
If one of the demos sparked an idea, or you’ve got a repetitive process that’s eating up time — let’s talk.
Sam will help you identify your best starting point and show you what’s possible with tools you already use. No pressure, no overwhelm — just a practical first step.
Whether you’re AI-curious or ready to hand off some of the busywork, this is the easiest way to get started.
