Why Insurance AI Pilots Stall
Insurance AI pilots tend to stall in three places: the tool nobody at the agency chose, the AEP freeze, and the compliance question asked in month three.
Adoption and Governance
Before You Install That AI Skill, Run This Checklist
Open skill marketplaces have already shipped malware. Six checks to run before anyone at your agency installs an AI skill, plus the controls you already have.
Your Medicare AI Prompts Are Still Running Last Year's Rules
CMS Medicare marketing rules changed October 1. What it means for your agency's AI prompts, GPTs and skills, and how to fix them before AEP opens.
The Five Stages of AI Adoption in an Insurance Agency
Most agencies know roughly how far along they are with AI and not the shape of it. The five stages, what each looks like on a Tuesday, and the move off it.
How to Document a Process Before You Automate It in a Single Sitting
An agent will do precisely what your process document says, including the parts you left out. Here is how to write one in an hour.
What Google's HIPAA Coverage for Gemini Actually Means for Insurance Agents
Your best people are stuck asking whether they are allowed to use AI on a client question at all - here is what a BAA actually covers, and what it does not.
Is Your AI Notetaker HIPAA Compliant? The Question Most Agencies Haven't Asked
Something joined your client call, recorded everything she said about her diagnosis, and emailed the transcript to whoever was on the invite. Nobody chose that.
Why AI Automation Fails, and What to Fix Before You Automate Anything
Most AI automation projects fail for a reason that has nothing to do with the software, and the fix starts before you ever open the tool.
AI Belongs on Your Org Chart, Not Your Tech Stack
Two of my podcasts died at 12 episodes. The one with a Showrunner just passed 120. The difference wasn't a better tool - it was a job description. Here's the premise I'm building everything around: AI belongs on your org… Read More »AI Belongs on Your Org Chart, Not Your Tech Stack