Insurance Innovation

Don't Start With AI. Start With the Four Workflows That Quietly Eat an Agency's Week.

2 min read

When a business owner asks me where to start with AI, my answer surprises them: don't start with AI. Start with four workflows. In almost any agency, this is where the hours quietly go.

The four workflows

1.Certificate of insurance requests. A client waits a day for a piece of paper.
2.New business intake. The same client information re-keyed into three systems before anyone has sold anything.
3.Renewal prep. The same data rebuilt by hand, carrier by carrier, every 90 days.
4.Follow-up after a first call. Not because anyone is lazy. Because the reminder lives in someone's head.

Fix the workflow first

None of these get fixed by software first. They get fixed by asking what the work is supposed to produce, who owns it, and where it stops moving.

Then AI has something to actually improve.

Most agencies don't need to start big. They need to start with the workflow that costs the most and fix that one well.

Book Your Free 30-Minute AI Readiness Call

Frequently Asked Questions

Which workflow should I fix first with AI?

Start with the one that costs the most time, not the one that sounds most exciting. For most agencies that's renewal prep, new business intake, certificate requests, or follow-up after a first call. Map how the work is done today before you touch a tool.

How does the Frontline AI Readiness Sprint fit in?

The Sprint is a 90-minute working session where we pick one of these workflows, map it with your team in the room, and build the fix. You leave with a prioritized 30-day roadmap. Start with a free Sprint intro call.