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Plain-language briefings for insurance agencies running AI voice.

Short, opinionated breakdowns of what is actually required under the 2026 framework, what carriers ask for, and what failure modes we keep seeing in the field. Written by the same team that builds the engines.

Talk to Noah · 30 minutes · Free

Run the briefs against your live setup.

Skip the reading and bring your numbers. You leave with a written gap list and the math on closing them. No deck, no sales pressure.

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Brief 01

AI Voice Agents in Insurance: The 2026 Compliance Reality

What changed in 2026, why the inbound and outbound legal regimes are not the same, and where speed-to-lead form-fill callbacks actually sit. A focused breakdown with a self-audit checklist at the end.

TCPA FCC 2026 NAIC Self-audit
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Brief 02

Why Insurance Agencies Are Deploying AI Voice in 2026

The strategic case for AI voice, what it actually solves inside a complete prospect funnel, and where the real ROI comes from. Ends with a self-assessment checklist for agencies weighing a build.

Strategy ROI Funnel Self-assessment
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Brief 03

How Independent Agencies Are Competing With Direct Writers in 2026

Why speed and customer experience, not price or brand, are the decisive battlegrounds against direct writers in 2026. Market share data, what Progressive actually won on, and a self-assessment for independent agency principals.

Market share Direct writers Speed Self-assessment
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Brief 04

What to Expect From Your AMS in the Next 18 Months

Every major agency management system is shipping AI. The vendor moves, partnerships, and acquisitions landing across Applied Epic, Vertafore AMS360, HawkSoft, EZLynx, and Momentum AMP, organized by workflow so you know what to budget for and what to wait on.

AMS AI features Roadmap Vendor moves
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