Success in insurance sales supported by statistics

The insurance industry's success heavily relies on data-driven strategies across digital, phone, and in-person channels. Let's break down the most effective approaches for winning new insurance prospects, supported by concrete statistics and proven methodologies. This podcast episode breaks down success in insurance sales supported by statistics.

AI to help agents:

My Lindy⁠: AI-infused smart CRM w/ AI agents that do work for you.

⁠Strawberry Antler⁠: Custom AI anything.

LemonPhone: LemonPhone automates thousands of outbound calls with AI agents that book meetings, generate leads, and retain clients, enabling businesses to scale their sales and customer engagement efforts without hiring additional staff.

We explore how AI is quietly transforming independent insurance agencies — not just big carriers or Fortune 500 firms. From AI voice agents that handle cold calls 24/7, to quoting systems that deliver estimates in minutes, the tools are here — and they’re already making a measurable impact.

We break down real-world examples:
• How one agency uses AI to follow up with 100 internet leads each night — without lifting a finger
• Why AI-powered CRMs are helping agents focus more on relationships, less on admin
• How voice AI is replacing voicemails with real conversations — and pre-qualifying leads before your producers even clock in
• And how automation tools are cutting quoting time from hours to minutes

Only 6% of independent agencies are using AI today. That’s the bad news. The good news? You can still be early.

Whether you're a one-person shop or a 10-person team, this episode shows you how to start small, automate the right tasks, and stay ahead as the industry changes fast.

My Lindy: AI-infused CRM w/ AI agents

Strawberry Antler: Custom AI call agents

A clear, jargon-free podcast for insurance professionals who want to understand AI. Each episode breaks down key AI terms and concepts, with real-world examples and practical insights. No fluff—just what you need to know to stay informed and ahead.

If you're looking for a smarter CRM...My Lindy, is a truly smarter CRM with custom AI agents built for you. Lindy deploys an army of AI agents across your company to help you run a smarter agency. Lindy turns hours of work into minutes of automation and efficiency. She handles proposals, quoting estimates, emails, and connects to almost any insurance platform, like Hawksoft Agency Zoom, Now Certs and Progressive.