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Insurance Refocused
The independent insurance agency space is rapidly changing and evolving. The whole industry is feeling it and we want to provide a connection for agents to understand that they’re not alone. Join industry expert, Carey Wallace, and her Gen Z daughter, Lindsay Wallace, as they interview agency owners, and get down in the nitty-gritty of every day topics that you face in your agency. The incoming wave of M&A, agency marketing, technology & insurtech, and generational change is upon us, join us as we redefine the industry!
Insurance Refocused
#49 - Optimizing AI w/ CJ Hutsenpiller
In this episode, Lindsay and Carey sit down with CJ Hutsenpiller, a Private Client Advisor at Hutsenpiller Insurance, Co-owner of CAC and TacoBot. They discuss the implementation of AI in insurance agencies and the various ways it can be used, such as content creation, personal AI training tools, and accounting reconciliation. CJ also explains the difference between TacoBot and ChatGPT, highlighting their respective functionalities. The conversation also touches on the cautionary use of AI and the importance of transparency in transitioning to ownership of a family agency.
Sponsored by AgencyPoint
This episode is brought to you by AgencyPoint, your full-service partner for Accounting, Tax, Legal, and HR solutions built specifically for insurance agencies. AgencyPoint helps independent agencies streamline operations, stay compliant, and make confident financial decisions. Learn more at https://www.myagencypoint.com/partners/insurancerefocused
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