This episode of Agency Nation Radio is the third in a special series about artificial intelligence (AI) brought to you by the Big “I” Agents Council for Technology’s (ACT) AI workgroup.

Host Kasey Connors, executive director of ACT, is joined by Jake Holehouse, owner of HH Insurance in St. Petersburg, Florida, and Dale Steinke, director, Agent for the Future Advisors at Liberty Mutual.

The discussion dives into the realities of implementing AI tools in an agency—how to start small, gain team buy-in and integrate AI into existing workflows. Holehouse shares first-hand lessons from introducing AI across his agency, while Dale offers research-backed insights on adoption, policies and measuring impact.

Together, they highlight how agencies can overcome fear, avoid missteps and use AI to free up staff for higher-value client work.

Learn more about ACT.

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