So ask four questions of your system:
Is it recording what your people did — or determining where they should focus?
Does it find revenue hidden in your existing book?
Can it execute the next best action, not just suggest it?
And does it get smarter because of the outcome?
If the answer is no four times, you don’t have an AI strategy.
You have a database with a chat window.
This is also why agencies should stop settling for slow innovation.
AI has dramatically reduced the cost and time required to build software.
So when your technology vendor says:
“It’s on our roadmap.”
“We’re thinking about that.”
“That’s coming next year.”
Ask a harder question:
Why?
You are already paying them.
Push them. Demand more.
And if they aren’t sure what to build next…
Send them our feature list. 🙂
Seriously.
Copy us.
Build it.
Take it to your customers.
I would much rather compete in a market where everyone is innovating aggressively than watch agencies accept outdated technology simply because switching is inconvenient.
Your switching cost should never become your vendor’s innovation moat.
That is bad for the agency.
And ultimately bad for the industry.
At InsuredMine, we don’t believe the destination is a CRM with a few AI buttons attached to it.
We are building toward a continuous intelligence loop:
PREDICT what requires attention ↓ UNDERSTAND the complete customer context ↓ ASSIST with the right response ↓ ACT through communication, workflow or voice ↓ MEASURE what happened ↓ LEARN ↓ PREDICT BETTER
That feedback loop is far more interesting to me than any chatbot.
Because a chatbot gives you an answer.
A learning system improves the business.
