362. AI is Coming for Insurance — Are You Ready?

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What’s in this episode:
AI isn’t coming—it’s already here. And if you’re not adapting, you’re falling behind.
In this episode, Michael and Courtney sit down with Diane Delaney (Private Risk Management Association) and Steve Forte (Patra Inc.) to unpack how AI is transforming the insurance landscape—from quoting and underwriting to client retention and claims.
You’ll learn where agencies are already using AI to gain efficiency, how it’s helping brokers become true risk consultants, and why the next 3–5 years will separate those who scale from those who sell. This isn’t just about tech—it’s about surviving the evolution of the industry.

[00:00] The myth of “AI = less personal”: What’s actually true
[01:45] Machine learning, NLP, and generative AI—what they really mean
[03:30] Real-world examples of how AI is shifting underwriting and risk
[06:15] Why proactive risk management beats reactive claims every time
[08:30] The future of transparency and error reduction in agencies
[11:00] Time-saving automation that gives agents back their day
[13:00] How AI improves the human connection (yes, really)
[15:00] The underwriting jobs at risk—and where agents still win
[17:30] One-year, three-year, five-year outlook: What’s coming fast
[22:00] Smart homes, smart cars, and smarter claims: the tech that’s next
[25:30] Mergers, acquisitions, and who’s getting left behind
[29:00] Will AI drive insurance prices up—or down?
[31:00] Final takeaways for agents who want to win with AI

Watch the full episode on Youtube HERE

💡Want to Go Deeper? Here’s Where to Find Diane & Steve

Diane Delaney – Private Risk Management Association (PRMA):
“If you want to check out the Private Risk Management Association website, you can find everything in terms of how we are supporting the industry."
👉 Website: https://www.privateriskmanagement.org

Steve Forte – Patra Corporation: “PatraCorp.com—you can see everything we offer... I am the IT Insurance Geek, that’s my handle.”
👉 Website: https://www.patracorp.com
👉 LinkedIn Handle: "The IT Insurance Geek"

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