Exploring AI: Working With Vendors

Agency Nation Radio

This episode of Agency Nation Radio is the second in a special series about artificial intelligence (AI) brought to you by the Big “I” Agents Council for Technology’s (ACT) AI workgroup. Host Kevin Wheeler, Eastern advisory manager at Angela Adams Consulting, is joined by Michelle O’Connor, president of O’Connor Insurance Associates in Charlotte, North Carolina, and Kimberly Fox, commercial lines account executive at O’Connor Insurance Associates. Together, they unpack what agents should know when working with AI vendors. They share real-world lessons from implementing an AI phone assistant, covering must-haves like transparency and customer support, red flags and how to measure return on investment (ROI). The conversation also explores the importance of involving your team, asking the right questions and ensuring new tech fits your agency’s workflows. Listeners will walk away with practical tips to evaluate vendors and avoid costly missteps as they explore AI. Learn more about ACT. https://www.independentagent.com/agency-management/technology/ Agency Nation Radio is where insurance professionals turn on the mic and share unscripted stories about leadership, technology, marketing, success and failure—stories that helped make them the professionals they are today. From Main Street USA to the pages of Independent Agent magazine—we’ve got the stories you want to hear. For more, catch Agency Nation Radio on your favorite streaming platform or visit iamagazine.com/podcasts.