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Meet the Agent for the Future Advisors
Agency growth consultants who turn trends into tactics
The Advisors cut through the noise, helping independent insurance agents make strategic decisions around technology, operations, marketing, and growth.
What Advisors offer
- Expert insights and commentary on changes shaping the insurance industry
- Best practices and resources agents at all levels can apply to their day-to-day work
- Tailored advice through one-to-one coaching and consulting. Free consultations are available only to independent agents appointed with Liberty Mutual.
Get to know us Meet the Advisors
Specialties: Agency branding, video, social media, niche & new markets
Location: Seattle, WA
Specialties: Relationship marketing, agency talent and culture, reputation management, RISE
Location: Seattle, WA
Specialties: Agency tech stack, artificial intelligence, business continuity, sales enablement strategies, agency perpetuation
Location: Seattle, WA
Advisor-led insights and resources
Video
The secret to choosing the right tech for your independent agency
Great tech should be quiet. Discover how the right tools fit naturally into your agency's workflow and help your team work more efficiently.
Video
Delegating to digital: Turning everyday tasks into automated wins
Discover how AI and automation help independent insurance agencies save time, reduce manual work, and focus more on clients and growth.
News and views
How to get on the right track to unlock AI’s potential
Dale Steinke, director of the Agent for the Future Advisors, is quoted in this IA magazine article about how insurance agents can set themselves up for AI success.
News and views
Exploring AI: Implementing tools
In this episode of Agency Nation Radio, Agent for the Future Advisor Dale Steinke joins host Kasey Connors of Big “I” Agents Council for Technology to discuss the realities of implementing AI tools in an agency.
Webinar
Explore, adopt, evolve: The 3-phase blueprint for AI success in your agency
Curious about artificial intelligence (AI) but not sure where to start? Watch this panel webinar to hear real-world strategies as panelists share a 3-phase blueprint for finding AI success in your agency.
News and views
AI prompts mastermind shares advice
Dale Steinke, director of Agent for the Future Advisors, joins Peter van Aartrijk of the On Point Podcast where the two discuss agent use of artificial intelligence and generative AI prompting best practices for agents.