We simplify technology for insurance agents.

Joined November 2020
Vertafore has announced the general availability of its Velocity Policy Intake Agent and Velocity Policy Check Agent to automate critical work across the policy lifecycle. This will impact two related processes that can consume hours of capacity. More: hubs.li/Q04BTslm0
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Is that vendor request for a longer contract a red flag? 🚩 What about their sketchy implementation plan? 🚩 Some may seem obvious, but other concerns may be hard to spot. Read more from Xanatek about the relationship red flags to watch for at hubs.li/Q04BTplq0
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GetLYIT2 is next week! What are some of the questions that attendees can expect to have answered? One of them will be insights on AI platform advertising for agencies, as OpenAI will join us to demo ChatGPT Ads. Get more info at hubs.li/Q04BTbw00
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Not all vacant property is equal. That's why Vacant Express outlines what to look for when they partner with agents writing these risks. Choosing appropriate coverage means matching the insurance solution to the true risk of the asset. Read more at hubs.li/Q04BT8F90
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Is that a real email request? Is this text from an actual contact? Phishing and social engineering put agencies of every size at risk. Agencies can reduce this risk with stronger planning. Read more on how to manage these risks at hubs.li/Q04BTkQs0
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How do you decide which AI tool you need and where they fit in your process? In this guest article, Michael Lebor, President of MomentumAMP, explains the differences between AI assistants, copilots, and agentic AI. Read more at hubs.li/Q04BThYq0
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It's easy to get caught up in what a product can do without stopping to consider whether your agency actually needs it. But when you start with the solution instead of the problem, you run the risk of missing the mark. Learn about another approach at hubs.li/Q04BT5YX0
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1️⃣ week away. It’s free, it’s all about AI, and it’s built to help agencies make their next move with confidence. Join us for GetLYIT2 on October 28-29. Register now or learn more at hubs.li/Q04BTfxt0 #GetLYIT
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You know Cyber Liability, right? Then why is it so hard for agencies to sell it? UKON has broken down the process of how agencies can create the value add that will help close the cyber protection gap. Read all about it at hubs.li/Q04Bvl-r0
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Brokers sell 90% of business insurance. They spend 10% of their time with clients. Bind AI automates quote-to-bind from the inbox. Learn more: hubs.li/Q04BBR4r0
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When we talk about a retirement wave, we're often alluding to more than just the loss of people - it's also a loss of knowledge. But we don't have time to wait on the next group of experts. So, how can we speed up the process? Total CSR has ideas: hubs.li/Q04BvlXn0
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Two days. One goal. Leave knowing what to do next. Prepare for your agency's next move on tech and AI with the event built to get you answers. Register now at hubs.ly/Q04z_zw30
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Well, should it? Let's debate. Two teams of two will take opposing sides of one resolution. Across several rounds, they will test what AI could change for insurance distribution, where oversight belongs, and more. Check out the 11/3 event info at hubs.li/Q04z_f9l0
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Do you systems and processes feel connected, or disjointed? ThreadWise brings together tech, process outsourcing, and workflow consulting into one secure operational layer. It connects your email, workflows, and platforms into a coordinated system. Info: hubs.li/Q04z_D_S0
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Press one to speak to a human... 🤖 If your clients are asking about your agency's AI use, how do you answer? Decide ahead of time how you'll answer, and develop an AI diligence statement. What should that look like? Read about it at hubs.li/Q04z--_q0
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Catalyit is looking for someone who can walk into an agency, understand the business, find the friction, and determine where AI can create measurable value. Then help execute. This is AI consulting for outcomes. Is this you? Learn more or apply at hubs.li/Q04z--jw0
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14 pitfalls. 14 traps to avoid. Most independent insurance agencies are on an AI journey, but there are perils along the way. Knowing them in advance can save you time, money, and risk. Read more from Ryan L. Smith of ReadyState Cybersecurity at hubs.li/Q04z-ZXv0
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Day Two of GetLYIT 2 will bring even more to the table, including: 💡Empower Your Team. Set the Guardrails. 💡ChatGPT Ads 💡Before You Buy Another AI Tool Learn more or register now at hubs.li/Q04zXMgm0
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AI is already creeping into agency workflows, whether you are actively managing it or not. In our discussion with Jerry Fetty, CEO of SMART Services, we talked through the need for guardrails, use policies, and internal controls. Check it out at hubs.li/Q04zXJRS0
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Bad data travels fast. ✏️⚡ Good data isn't just data that exists. It is information your staff and systems can find, interpret, and use the same way. Read more from Angela Ford on getting your data ready for AI at hubs.li/Q04zXC540
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