#117 - Can AI Answer Your Agency’s Phones? w/ Francisco Lopes Artwork

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 X 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!

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Insurance Refocused

#117 - Can AI Answer Your Agency’s Phones? w/ Francisco Lopes

April 22, 2025 • Lindsay & Carey Wallace • Episode 117

In this episode, Lindsay and Carey sit down with Francisco Lopes to talk about the innovative AI technology he developed for insurance agencies. The AI functions as a receptionist, handling calls and customer inquiries while maintaining a personal touch. They explore common objections to AI, the implementation process, and the future of AI in the insurance industry. The discussion highlights the importance of creating capacity within agencies and the potential for improved customer satisfaction and efficiency through AI integration.

This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agents looking to grow their business.

Learn more and create a free account at https://www.haveyourcake.com/

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Agency Focus is the premier resource for agents to understand their agency's value, plan for a transition of ownership, and prepare for acquisitions.

Learn more at https://agency-focus.com/

People on this episode

Carey Wallace

Co-host

Lindsay Wallace

Co-host