Where AI helps most
1
Reply to customer emails faster
2Common questions answered from approved wording.
Open the playbook →Write welcome emails for new customers
3What happens after a client buys a policy.
Open the playbook →Understand a contract before you sign
4First-pass summaries of policy wording for you to check.
Open the playbook →Write an email newsletter people open
5Seasonal reminders like storm or travel cover.
Open the playbook →Follow up on quotes without being pushy
Follow up quotes politely.
Open the playbook →AI tools worth a look for insurance agencies
HubSpotCRM and marketing platform with AI writing, summaries and chat.
MailchimpEmail marketing with AI help on subject lines and content.
Microsoft CopilotMicrosoft’s assistant, also built into Outlook, Word, Excel and Teams on Microsoft 365 plans.
ClaudeAnthropic’s general assistant, good with long documents, writing and analysis.
We are not paid by any of these companies, and we list well-known options, not a ranking. Features and plans change; check the provider’s site and its data terms before you sign up. See all AI tools by category.
Do’s and don’ts
Do
- Use approved policy wording as the source.
- Keep records of what you told clients.
- Check carrier and regulator rules on AI.
Don’t
- Let AI tell a client whether a claim is covered.
- Paste client medical or financial details into AI tools.
- Use AI-written ads without a compliance check.
Watch out for
- Coverage statements must match the policy wording exactly.
- Licensing and advertising rules apply to everything you send.
General guidance, not legal or professional advice. Check your industry’s rules and your tools’ data terms.
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