The goal of this group is to equip the next generation of health, life, and P&C agents and owners with the tools, resources, and systems needed to acquire clients, build their books, and grow their agencies. You'll notice we have 5 channels in the Community: - General - for sharing anything in general with the community - Questions - for any questions you need help answering - Wins - for sharing your wins, no matter how small! - Articles - for sharing useful articles, blog posts, or other content - Insights - for sharing data driven insights on agents and agencies ------------- Step 1: Introduce yourself in THIS (new) thread below! (✄ copy/paste template 👇) What’s your name? Where are you from? What are you working on? ------------- Step 2: Please use the poll attached to this post so that we can understand what kind of agent you are. ------------- Step 3: Scroll through posts, read, and engage with others! Shoot me a DM if you have a question or just want to say hello. Most importantly, continuing winning in life!

AI is clearly the future. It shrinks manual activities, like outbound and inbound calls, lead-gen, customer engagement, and follow-up, to mere seconds vs hours. But what are some the AI tools that insurance agents use effectively? The best AI lead-gen tools for insurance agents combine lead finding, personalization, and automation, with top contenders like AnyBiz.io for targeted outreach, Botsify/Kenyt.AI for website chatbots, Klenty/Smartlead for multi-channel campaigns, and general tools like ChatGPT for content/follow-ups, helping agents find, qualify, and nurture prospects efficiently. For Finding & Qualifying Leads... -AnyBiz.io: Uses AI to find high-potential prospects, personalizes outreach across platforms (LinkedIn, Facebook), and provides pipeline insights, focusing on enhancing lead quality and conversion. -Seamless.AI: Excellent for building a list of potential leads by finding contact information. -Clay: Best for enriching existing lead lists with detailed, relevant information to improve targeting. For Automation & Nurturing... -Botsify/Kenyt.AI/AlphaChat: AI-powered chatbots that provide instant quotes, answer FAQs, and schedule appointments 24/7, engaging leads on your website. -Klenty/Smartlead/Instantly: Automate multichannel outreach (email, LinkedIn, SMS) with AI-generated personalized sequences, saving significant time. -Jotform AI Agents: Can create and manage conversational agents for data collection and lead qualification. The best approach often involves a combination: using tools like AnyBiz or Seamless.AI to find leads, Botsify for instant web engagement, Klenty for follow-ups, and ChatGPT for content creation, all while managing your process with an AI-enhanced CRM like InsuredMine. Who is using AI tools today?

Hello all! I have a 20 year tech and ecommerce background and recently became a certified agent with the intent of bringing my lead generation expertise to the field. If anyone has any ideas, comments or suggestions or would like to partner up on creating a leade gen funnel together, I’d love to chat!

What are the practical implications? how complicated it is to resign/terminate and move to another agency? Thanks.