In our continuing attempt to unpack AI in insurance, we hear from Dale Steinke, a “company guy” who truly understands the daily challenges faced by independent agents. He’s director of Liberty Mutual’s Agent for the Future Advisors. Dale shares his own research on how AI prompts work on various platforms. And he outlines examples of how
AI can save agents and brokers time with specific workflows, like policy checking, account rounding, call summaries, email support, content generation and video proposals. (Dale estimates AI saves him six hours a week in his own job.) In a cool twist, agencies also can use AI to draft an “AI Usage Policy,” which is important in the same way a policy for social media usage was necessary when that first emerged.
Too, Dale warns agents to realize what you’re getting into with some tools. Entering information in a public AI platform like ChatGPT means the universe can access it as well. If you want useful and practical knowledge to gain workflow improvement—and flat-out fun—with artificial intelligence, Dale is your resource.
