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.

What makes prompt engineering particularly valuable in insurance is its ability to handle complex, industry-specific requirements. When crafting prompts, insurance professionals should consider regulatory compliance, accuracy of technical terms, and the need for clear, unambiguous language. A well-engineered prompt might include specific instructions about incorporating state regulations, industry standards, or company-specific guidelines. This attention to detail ensures that AI-generated content meets the stringent requirements of the insurance industry.

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 more.

Get custom AI agents at strawberryantler.com

The sovereignty of God remains unaffected by technological advancement. Jesus Christ, described in Revelation as the Alpha and Omega, maintains lordship over all creation, including our technological developments. This truth should reassure Christians who might worry about AI's implications for faith and divine authority. The text emphasizes that AI doesn't threaten God's control, surprise Him, or have the power to alter His plans for history.

Try Insurance Lindy!

Lindy deploys an army of AI agents across your company to help you run a smarter insurance agency. Pre-built agents, add your own agents, or we'll have us build custom AI agents for you. Lindy turns hours of work into minutes of automation and efficiency. See handles ACORD's, quoting estimates, email, AI-infused CRM and connects to almost any insurance platform.

Try it at ⁠⁠https://www.mylindy.com⁠

Most of the AI we interact with today is behind someone else’s interface. You use ChatGPT, or Claude, or a customer service bot on a company website—but you don’t control what happens behind the scenes.

When you build your own agent, you control the behavior. You can tune the prompt, define what kind of inputs it handles, and where its responses go.

Try Insurance Lindy!

Lindy deploys an army of AI agents across your company to help you run a smarter insurance agency. Pre-built agents, add your own agents, or we'll have us build custom AI agents for you. Lindy turns hours of work into minutes of automation and efficiency. See handles ACORD's, quoting estimates, email, AI-infused CRM and connects to almost any insurance platform.

Try it at ⁠⁠https://www.mylindy.com⁠

Lindy is your AI-powered business assistant—more than just a chatbot. Insurance agencies can now do more with less.

It actively handles work across your emails, calendars, documents, CRM, and tasks. Think of it as an always-on team member who never forgets a detail, understands your business systems inside and out, and gets things done without being asked twice.

Sign up for Lindy

Learn more about Strawberry Antler

The fundamental challenge in insurance technology has been fragmentation - different systems, databases, and AI models speaking different languages. This fragmentation creates inefficiencies, increases costs, and slows down innovation. MCP addresses this by establishing a universal communication standard, essentially creating a common language that all components can understand and use. Just as USB-C eliminated the frustration of carrying multiple chargers for different devices, MCP eliminates the need for multiple integration protocols across insurance systems.

This podcast explains how insurance is being transformed by Anthropic's MCP.

Strawberry Antler (https://www.strawberryantler.com)

Insurance magic. Custom AI-native agents that help insurance agents do whatever needs to be done. Debra, Lindy, ACORD Me Not and more.