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Automation Squad

Role

AI for Insurance Agents

Robert MacKelfresh

By Robert MacKelfresh

Founder, Automation Squad

Sell life, property, casualty, health, automotive, or other types of insurance. May refer clients to independent brokers, work as an independent broker, or be employed by an insurance company.

Insurance Sales Agents · O*NET 41-3021.00 · Job Zone 4 · sourced from the U.S. Department of Labor occupation database

Automation coverage

16 of 40tools on this list have an AI solution available today

Counted by matching the tools this occupation is documented as using against a corpus of 226,452 AI products, MCP servers, skills and connectors. Where a tool has no match, we say so rather than inventing one.

AI you can use for this job

45 matched to the tools insurance sales agents use. Showing 24.

  • LinkedIn

    MCP server

    LinkedIn is the world's largest social network for professionals. Manage your professional identity. Build and engage with your professional network. Access knowledge, insights and opportunities.

    LinkedIn

  • Linkedin

    App

    Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Linkedin MCP or direct API to search profiles, post updates, manage messages, and analyze connections through natural language.

    Make (make.com)

  • Microsoft Outlook

    MCP server

    Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.

    Microsoft Outlook

  • Youtube

    App

    Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Youtube MCP or direct API to upload videos, fetch channel analytics, manage playlists, and moderate comments through natural language.

    Make (make.com)

  • Zoom

    App

    Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Zoom MCP or direct API to schedule meetings, manage webinars, fetch recordings, and automate participant invites through natural language.

    Make (make.com)

  • Facebook

    App

    Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Facebook MCP or direct API to post updates, fetch messages, manage comments, and gather page analytics through natural language.

    Make (make.com)

  • GoTo Meeting

    MCP server

    GoTo Meeting by LogMeIn is a world-class video conference software that makes it easier than ever to do business effectively even if you aren't in the same room.

    GoTo Meeting

  • Microsoft Excel

    MCP server

    Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are su

    Microsoft Excel

  • Microsoft Word

    MCP server

  • Office Powerpoint

    MCP server

  • Powerpoint

    MCP server

  • Schedule It

    MCP server

    Schedule it - A software tool which helps you schedule your resources, teams, equipment, rooms, and projects all in one place.

    Schedule It

  • Zoom

    MCP server

  • Adobe Premiere Pro

    MCP server

  • Adobe Premiere Pro

    App

    Adobe Premiere Pro is a cloud-based video editing software designed to help businesses create and edit professional videos using various built-in tools. Supervisors can import videos on the platform, add transition effects, and export finished footage to the required destination.

  • AgencyPro

    MCP server

    AgencyPro is a client portal and project management platform for agencies to manage client requests, invoices, tickets, and communications.

    AgencyPro

  • Close CRM

    App

    Make (make.com)

  • Excel

    MCP server

  • Excel

    Skill

  • EzzyCRM

    MCP server

    EzzyCRM is a Customer Relationship Management software that helps companies to manage sales team, assign task and followup, track pipeline, and visualize deal stages for better ROI.

    EzzyCRM

  • Ezzycrm

    App

  • Fiserv

    MCP server

  • GroupMe

    App

    Make (make.com)

  • Medical Codes

    MCP server

The tools this job actually uses

64 documented for this occupation. Showing 40, hot technologies first. A filled dot means an AI solution exists for it.

  • Adobe After Effectshot
  • Facebookhot
  • Microsoft Excelhot
  • Microsoft Office softwarehot
  • Microsoft Outlookhot
  • Microsoft PowerPointhot
  • Microsoft Windowshot
  • Microsoft Wordhot
  • Zoomhot
  • Advantage Information Systems The Agency Advantage
  • Agency management software
  • Agency Master
  • Agency Software AgencyPro
  • Allied Financial Software Act4Advisors
  • Allstar Software Systems Kofax
  • AMS Services AMS 360
  • AMS Services AMS Sagitta
  • Apple Final Cut Pro
  • Applied Systems The Agency Manager
  • Applied Systems Vision
  • Benefits Technology Group SalesLogix
  • CoVirt VirtGate
  • CPU Tracker Software CPU Tracker
  • Cygnus Software IncomeMax
  • DORIS FILESERVERonline
  • E-Z Data SmartOffice
  • FINEOS Insure
  • Fiserv FSC Manager
  • G2X Agility:Insurance
  • GBS Agency Expert
  • GroupMe
  • Healthcare common procedure coding system HCPCS
  • Hoffman Computer Systems Amsoft
  • Infospectrum Quick Insure
  • InStar Orion
  • Insurance analysis software
  • Insurance rating software
  • Insurance Systems WebWriter BackOffice
  • Insurance Technologies Corporation InsurancePro
  • Insurance Technologies ForeSight Enterprise

What this job involves

19 documented tasks, most important first. Showing 19.

  1. Customize insurance programs to suit individual customers, often covering a variety of risks.
  2. Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical and dental insurance, or specialized policies, such as marine, farm/crop, and medical malpractice.
  3. Explain features, advantages, and disadvantages of various policies to promote sale of insurance plans.
  4. Perform administrative tasks, such as maintaining records and handling policy renewals.
  5. Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
  6. Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
  7. Confer with clients to obtain and provide information when claims are made on a policy.
  8. Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.
  9. Contact underwriter and submit forms to obtain binder coverage.
  10. Select company that offers type of coverage requested by client to underwrite policy.
  11. Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
  12. Monitor insurance claims to ensure they are settled equitably for both the client and the insurer.
  13. Develop marketing strategies to compete with other individuals or companies who sell insurance.
  14. Calculate premiums and establish payment method.
  15. Plan and oversee incorporation of insurance program into bookkeeping system of company.
  16. Inspect property, examining its general condition, type of construction, age, and other characteristics, to decide if it is a good insurance risk.
  17. Attend meetings, seminars, and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
  18. Install bookkeeping systems and resolve system problems.
  19. Explain necessary bookkeeping requirements for customer to implement and provide group insurance program.
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