Business intelligence platforms—Power BI or built-in tools from vendors like ITC or Zywave—pull data from your AMS and turn it into dashboards: loss ratios by carrier, retention by manufacturer, revenue by activity. Instead of creating a report and interpreting a spreadsheet, you’re looking at a live view that updates as your data changes. A real […]
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Cloud vs On-Premises – What’s the Difference? Local equipment means that the equipment is located in your office. Your agency owns the server, maintains it, patches it, and is on the hook if it goes down. The cloud means that the infrastructure lives on someone else’s servers, Microsoft, Google, your AMS provider — and you […]
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What is an API? APIs—Application Programming Interfaces—are the invisible connectors that allow your technology systems to talk to each other. They ensure seamless data transfer between tools, reducing manual work, eliminating duplicates and increasing accuracy. An easy way to understand the API. Think of APIs as bridges Think of APIs as bridges connecting two separate […]
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ETL stands for Extract, Transform, Load. It runs on a schedule, usually nightly or weekly, pulling a batch of records from one system, reformatting them as needed, and uploading them to another. No one runs it manually. It just works. You almost certainly already use ETL and don’t call it that. IVANS Download, an ETL […]
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AI workflows and use cases for agents RECORD June 30, 2026 Real agents. Real work processes. This session looks at how agencies are actually using AI today – from notes to meetings to renewal preparation and client communications – so you can see exactly where to start and what’s working right now. Kimberly Fox Head […]
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Managing Artificial Intelligence: Protecting Your Agency and Your Clients RECORD June 23, 2026 Responsible use of AI is optional – it’s a matter of risk management. Learn what you need to know about data privacy, customer information, E&O exposure, and how to create a simple AI policy for your agency before things go wrong. Jason […]
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AI for Independent Agencies: The Real Story RECORD June 9, 2026 Cut through the hype. This session looks at what AI really is, where it’s already at your agency whether you realize it or not, and why agencies that start learning now will have a real competitive advantage. Technical education is not necessary. Andy Siegel […]
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Hint: How to actually talk to the AI RECORD June 16, 2026 The difference between a mediocre AI result and a great one is usually the hint. Learn proven frameworks for writing tips that get useful results – with examples created specifically for insurance workflows like coverage summaries, customer emails, and renewals. Manny Barbosa Agent […]
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Bonus Session: How AI Search is redefining trust in buying insurance RECORD June 17, 2026 AI-powered search is changing the way consumers find and evaluate insurance agencies, increasing trust, credibility and consistency as key visibility drivers. Agencies that follow these signals can increase visibility and connect with consumers more effectively. Rich McCoy Insurance search architectPartnershipExperience.com […]
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