The Independent Insurance Agency: Workflow Friction, Automation Gaps, and the Practical Role of AI
In this episode we dig into where independent P&C agencies are losing time and revenue across the six workflows that drive most of the day-to-day work, from COI requests and renewal follow-up to FNOL intake and reporting. We walk through a real renewal workflow step by step in both the manual and automated state, look at what a 15-person commercial lines agency actually found when they audited their own processes, and cover which AI tools have moved from hype to deployable right now.
