Agency Freedom

E168: Elis Umana On Al Scripting And Staying Scrappy

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In this episode, James talks with Elis Umana, Insurance Specialist at Conexion Insurance Agency. To learn more about Conexion Insurance Agency, visit https://www.conexionins.com. Visit https://www.jamesjenkins.com/podcasts/agency-freedom/ to join our email list and catch up on episodes you may have missed.


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Key Topics:

  • Elis's start in the insurance industry at 18, working in her father’s agency, and later launching her own agency.
  • How online communities and Facebook groups helped Elis adopt new technologies, like AI, to grow her business.
  • Implementation of GAIL, an AI voice technology, and Elis’s role in helping other agencies customize and utilize it.
  • Educating Hispanic contractors on proper insurance coverage using real-world claim scenarios to overcome cultural barriers.
  • The influence of Elis’s father on her business approach and the value of networking.
  • The importance of continuing education, such as pursuing the CIC designation, in professional growth.
  • The growing presence of younger professionals and women in the insurance industry, and the impact of diversity on innovation.
    • ...more
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    Agency FreedomBy James Jenkins
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