Video resources

AI Bootcamp is a hands‑on series that cuts through the noise and helps you put AI to work — driving growth, improving customer engagement and enhancing retention.

Are you curious about artificial intelligence (AI) but not sure where to start?

If so, you’re not alone. New research from Liberty Mutual and Safeco found that more than half of independent agents are interested in using AI for work. Yet just 1 in 3 have tried out AI in their roles.

In this panel webinar, you’ll hear real-world strategies and examples as panelists share a 3-phase blueprint for finding AI success in your agency, including:

• Explore: Navigate the rapidly expanding landscape of AI tools
• Adopt: Test and learn to find the right-fit ways to add AI into your day-to-day
• Evolve: Get comfortable with AI use and lay a foundation for future successes

Resources:

• AI-driven vendor landscape
• 2025 AI research

Dive deep into the art of designing effective prompts to create dynamic blog posts, engaging social media updates and persuasive marketing automation materials.

Agent for the Future Advisor, Dale Steinke, shares actionable tactics that helps you transform your content strategy, boost productivity and attract more business through AI-driven creativity.

Whether you’re a novice or experienced in using generative AI, you’ll gain practical insights and tips on generating compelling content to connect with your audience.

AI is revolutionizing the business world at an unprecedented pace, and one in three agency principals say they are likely to use AI in their business in the next five years.

But how can independent agents practically use AI today?

In this exclusive panel conversation – hosted by Agent for the Future™ Advisor Dale Steinke – where you’ll hear how one agent reduced routine business tasks by two-thirds, freeing up valuable time for employees and clients.

You’ll also hear how another agent cuts quoting time down by more than 50% using an AI-powered quote process, as well as how these agents are using ChatGPT and other AI-enabled technology to build stronger relationships.

Resources mentioned in this webinar:

• Applica: AI-powered marketing automation
• Liberate: Voice AI customer experience tool
• Suno: AI marketing tool that creates songs and jingles
• Donna AI: AI-enabled customer behavior predictive tool that helps identify risks and opportunities for cross-sell and upsell
• Trufla: Suite of AI-powered digital products, including CRM and websites
• Broker X-Ray (by Trufla): AI-powered retention tool that determines accounts most at risk
• ReFocus AI: Retention tool. Identifies personal and small commercial accounts that are at risk
• Nextiva: AI-powered automation, engagement and customer experience software
• blueButler: Phone-integrated AI co-pilot
• Balto: AI service that trains and supports call center staff in real time with behavioral coaching and best next steps
• Agency Revolution: Marketing automation and CRM
• ClientCircle: Marketing automation and CRM
• Levitate: CRM and email relationship-building software for clients and prospects
• Linqura: Sales co-pilot for small commercial insurance

Panelists:

• Jeff Arnold: Founder & President – RightSure Insurance
• Brian Bartosh: President – Spire America Holdings, Inc
• Jeff Roy: President & CEO – Excalibur Insurance

Being listed here should not be considered an endorsement by Liberty Mutual Insurance or Safeco Insurance.