Jason Gobbel
Generative AI tools like ChatGPT and Microsoft Copilot are reshaping how independent insurance agencies operate, offering new ways to streamline workflows and enhance client engagement. However, responsible adoption requires secure platforms and human oversight to avoid risks such as data privacy breaches and misinformation. By implementing structured policies, training staff on effective usage, and starting with low-risk internal tasks, agencies can harness AI without compromising compliance or client trust.
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