What happens when your agency nearly doubles in size overnight? For Joel Dunham, it meant rethinking everything—from team structure to tech stack. In this high-energy conversation with Jason Cass, Joel shares how he used the “Engine” manual to streamline operations, brought AI into every corner of his agency, and turned growing pains into long-term gains. If you're scaling, restructuring, or just trying to get a grip on AI, this episode delivers the blueprint.

Key Takeaways

Acquiring an agency means retraining both staff and clients

The “Engine” manual sparked an agency-wide restructuring

Joel empowered his team by giving everyone access to ChatGPT Team

VAs are using AI to communicate more clearly and professionally with clients

Weekly AI discussions drive innovation and team adoption

AI helped save $30K on a challenging renewal using underwriter logic

Job losses are about skill shifts, not doom, AI is simply a tool

Want to level up your agency operations? Download the AI2030 Future-Ready Manual: agencyintelligencemanual.comRegistration opens on August 5th for IndieTech 2026: aiindietech.com with only 400 seats available.

Reach out to:

Joel Dunham

Jason Cass

Visit Website:

Ovation Insurance

Agency Intelligence

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