How AI-Backed Automation is Transforming Our Insurance Agency

Posted: 1 month, 4 weeks ago

At Top O' Michigan Insurance, we’ve always been committed to providing exceptional service and building strong relationships with our clients. Recently, our president, Brian Bartosh, shared how we’ve integrated AI-backed automation into our agency—but not to replace the personal touch our clients rely on. Instead, AI helps us work more efficiently, allowing our team to focus even more on delivering the high-quality service and attention our clients expect.

In his article, Brian explains how AI has reduced the burden of routine tasks, helping our small team stay focused on what matters most: the client experience. To learn more about how AI is helping us streamline our workflows while keeping our relationships personal, check out Brian’s full article: “AI in Action: How AI-Backed Automation Reduced Routine Activities and Tasks from My Team’s Workloads.” Read it here.

Enhancing, Not Replacing, Client Communication

When people hear “AI,” they often think of robots taking over jobs or eliminating human interaction. But at Top O' Michigan Insurance, AI is simply a tool we’re using to improve efficiency behind the scenes. We’ve implemented AI to handle repetitive tasks like policy updates, renewals, and document notifications, ensuring our clients receive timely information—without sacrificing the human touch.

By using AI to automate routine workflows, we’re freeing up time for our team to focus on personalized communication and building stronger relationships with clients. The goal is to enhance the client experience, not replace the personal interactions that are central to our agency’s values.

The Four-Phase Approach to AI Integration

Brian’s article outlines the step-by-step process our agency followed to implement AI successfully. We took a careful, phased approach:

Building a Solid Foundation – We started by ensuring data integrity, as AI is only as effective as the quality of information it processes. With consistent, reliable data in place, we could move forward with confidence.
Creating Automated Workflows – Next, we identified key moments when clients expect communication, such as quoting, servicing, and renewal stages. We built automated workflows around these touchpoints, using AI to trigger personalized messages based on specific events.
Testing and Refining – Before going all-in, we thoroughly tested the workflows to make sure everything worked smoothly. Adjustments were made based on feedback from the team.
Ongoing Updates – AI is a tool that grows with us. We’re regularly updating our automated messages to ensure they stay fresh and relevant, using AI tools to keep up with changing client needs and industry trends.

The Human Element Remains Key

At the end of the day, our agency remains focused on personal relationships. AI has allowed us to streamline operations and communicate more effectively, but it’s our team that remains at the heart of every interaction. Clients can still expect the same personalized service they’ve come to rely on, with the added benefit of more timely and consistent communication thanks to AI.

Want to Learn More?

In his article, Brian breaks down how AI has impacted our agency’s workflow and the measurable benefits we’ve seen so far. If you’re curious about how AI can work for your business without sacrificing the personal touch, read Brian’s full article here.