AI for Insurance Agents: How AI Helps Agents Do What They Do Best

Let’s talk about AI and your practice. If you are not using AI currently, you are already behind. But that is okay! AI, while super-powerful, is also super-easy to use. And it is not just a fad – it is here to stay and only going to become more important as each day goes by, particularly in our life and annuity industry.

With ChatGPT unveiling its latest fifth-generation model and other companies coming out with similar versions recently, these tools are becoming a powerhouse for those who know how to utilize them. It doesn’t take much time to get the hang of how to use AI and once you start using it you will become increasingly more productive (and blown away by what it can help you with).

Using AI can vastly increase your productivity while decreasing time spent on content creation and analysis. You can craft emails, sales brochures, business cards – even websites and more – all tailored to your practice.

You know that your time is best spent on seeing the people, meeting prospects and getting deals done. Why not consider using an AI model to bolster your credibility by increasing output and touch points to your clients and prospects?

How many times have you thought about putting that e-booklet or guide together but couldn’t find the time? The same goes with weekly or monthly client-facing newsletters. You now have the time and the tools – thanks to this incredible technology.

You might be wondering, “Is AI writing this for Joe?”

The answer is no – this is me, Joe Ohlson, writing this in real life. However, I could have made this much easier on myself by having AI write something similar – and maybe better!

Small touches matter and having a robust collection of content that is personalized and well-crafted can make the difference between closing a sale and losing it to another agent. For around $20.00 a month, you can purchase an AI model and start creating content that is unique to you and that can be created in seconds.
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As I wrap up this commentary – Nothing can compete with face-to-face meetings and handshakes, and I don’t think AI is going to replace insurance agents and advisors anytime soon. You have the unique personality and skill set that you’ve crafted over several years. You know how to close life and annuity sales. YOU are the key to all of this. You created your success – consider adopting AI to improve what you’ve already built.

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Until Next Time – Good Selling! 

​Joseph R. Ohlson LUTCF
President
1-877-844-0900
[email protected]