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Innovation is reshaping the independent agency model. Dale Steinke, Director of Agent for the Future at Liberty Mutual/Safeco, discusses AI, customer expectations, and the mindset agencies need to thrive. From Seattle’s innovation-driven energy to agency workflows and post-pandemic pivots, Dale shares where we're headed and how to get there faster.
Key Takeaways from the Episode:
• Amazon sets client expectations, your agency must deliver on.
• AI's already here, you just need to learn it, use it & manage it.
• Build an AI usage policy before it’s too late.
• Adaptability isn’t optional; it’s your competitive advantage.
• Agents must meet clients where they are, not the other way around.
Thanks for watching or listening to today's fast-paced episode. Please subscribe wherever you listen so you never miss an episode!
By Vertafore4.9
3535 ratings
Innovation is reshaping the independent agency model. Dale Steinke, Director of Agent for the Future at Liberty Mutual/Safeco, discusses AI, customer expectations, and the mindset agencies need to thrive. From Seattle’s innovation-driven energy to agency workflows and post-pandemic pivots, Dale shares where we're headed and how to get there faster.
Key Takeaways from the Episode:
• Amazon sets client expectations, your agency must deliver on.
• AI's already here, you just need to learn it, use it & manage it.
• Build an AI usage policy before it’s too late.
• Adaptability isn’t optional; it’s your competitive advantage.
• Agents must meet clients where they are, not the other way around.
Thanks for watching or listening to today's fast-paced episode. Please subscribe wherever you listen so you never miss an episode!

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