Written for agency owners, by someone who sold in this industry…
Your producers are already using AI. They’re just not telling you.
AI training for insurance agencies, from someone who built a career in insurance technology before he built one in AI. Independent agencies, MGAs, wholesalers, and carrier teams across the country.
The question isn’t whether. It’s whether it’s governed.
Somebody in your agency is pasting client data into a chatbot right now.
Not maliciously. They are behind on renewals and they found something that helps. They have not told you because they assume you will say no, and they are probably right.
That is the actual risk, and no policy memo fixes it. People do not stop using a tool that saves them two hours. They just stop mentioning it.
So the work is not banning it. The work is getting it into the open, deciding together what is fair game and what never touches a machine, and then making the sanctioned version better than the shadow version.
Shadow AI is an adoption problem wearing a compliance costume.
Where the hours actually are
What we work on.
Quoting and submissions
Intake, data entry, and the endless retyping between systems that never talk. Usually the fastest visible win in an agency, and the one that buys you goodwill for everything after.
Service and renewals
The CSR queue. Summarizing a policy in plain English, drafting the renewal note that actually sounds like your agency, prepping the review before the call instead of during it.
Producers and pipeline
Research before the appointment, follow-up that goes out the same day, and notes that make it into the system while the conversation is still fresh.
Marketing and content
The thing every agency knows it should do and nobody has time for. This is where a small team gets the most leverage per hour.
See it in a room.
A full workshop, unedited, with an audience that walked in skeptical.
press play ↓
Insurance Rockstars.
“I’d rather learn this alongside people who run what I run.”
A working community where everyone in the room owns or runs an agency. Weekly, practical, and specific to insurance instead of generic business advice with a stock photo of a handshake. Bring the workflow that is eating your week and leave with it handled.
Join Insurance Rockstars or book a demo and see inside firstYour whole team.
“I need the agency to move together.”
An on-site or virtual workshop built on your agency’s real workflows. Producers, CSRs, and leadership in the same room, which matters more than it sounds, because the CSRs usually already know where the time goes.
Book a demo or talk it through with me firstJust looking.
“I want to see what this even is.”
Open Mic is the general room. No industry requirement, lower commitment, and a good place to lurk until you know what you want. Plenty of agency people start there.
Join Open Mic or see all three pathsWhat agency leaders wrote back.
“Davie helped us increase our closing ratio and gave us a real system to scale our sales team. He doesn’t just talk AI, he builds it with you.”
David Watson · RiskAdvisor
“Within weeks we had a real content strategy powered by AI that actually connects with our audience.”
The Hicks Agency
Start with your worst workflow.
Tell me the one thing in your agency that eats the most hours for the least value. Fifteen minutes, and I will tell you whether AI actually helps or whether you have a process problem wearing a technology costume.
Book a demo