2025 Best Practices Study

people simply don’t use them consistently. Technology leaders should collaborate with business unit heads to reinforce usage expectations, trouble shoot obstacles, and adjust based on real-world usage. Incentives and accountability matter. Adoption often requires both “carrots” (e.g., performance metrics, recognition) and “sticks” (e.g., performance expectations tied to usage).

6) Roll into phased implementation

Once the pilot proves successful and early lessons are integrated, the AI solution can be scaled across other departments or use cases. This phased approach minimizes disruption and allows each new phase to build on the momentum and insights of the previous one. A phased rollout not only expands AI usage strategically, it also avoids overwhelming employees and ensures that value is being captured as implementation scales. Conclusion AI is not just a new type of technology platform to be leveraged but a strategic capability within an organization. Agents and brokers can transform their business through generative AI and need to be prepared to build this new capability through organizational readiness, a clear rollout strategy, and a commitment to equip staff with the training and skills necessary to be successful. By starting with quick wins and embedding AI into real workflows, brokers can become more efficient, intelligent, and client-focused.

To learn more about Generative AI and its application for Independent Agents, visit the Big “I”’s technology resources page (https://www.independentagent.com/agency-management/technology/) .

Generative AI: Transforming Insurance Practices

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