2025 Agent Tech & AI Trends Survey

Help Shape the 2025 Insurance Tech Trends Report

Your perspective matters—and we want to hear directly from agents. This quick survey (less than 10 minutes) will help the Big “I” Agents Council for Technology (ACT) understand how independent agencies are using AI and other emerging technologies today.

Your responses will:

Inform the 2025 Tech Trends Report,
Highlight real opportunities and challenges inside agencies, and
Help carriers and tech partners better support the IA channel.
As a thank-you, you’ll be entered to win one of five $100 gift cards. Select responses may also be featured (with permission) in our national Tech Trends release.

Your voice helps shape the future of insurance technology.
Thank you for participating.

Demographic Questions:

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* 1. Agency Size

Fewer than 10 employees

10-25 employees

25-50 employees

50 + employees

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* 2. Lines of business

Personal

Commercial

Both

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* 3. Role (Title)

Owner/Principal

Operations/IT leader

Producers/Sales

Account managers/CSRs

Other

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* 4. Which area is your agency’s top tech-related challenge? (Select one)

Too many disconnected systems

Lack of automation and process

Rising compliance or cybersecurity risk

Changing customer expectations

Keeping up the pace technology change

Overwhelmed with vendor options

No major challenges

Other (Please explain)

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* 5. How would you describe your agency’s use of AI?

We are not currently using it

Just experimenting (ChatGPT, Copilot with no formal process)

Using it in limited areas (e.g., one area: quoting, renewal outreach)

Embedded in daily workflows (multiple departments)

Not sure

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* 6. Which AI tools is your agency currently using (if any)?

ChatGPT or other public LLMs

AI-enabled marketing tools (e.g. email or ad copy generators)

AI-powered quoting or underwriting assistants

AI chatbots or virtual assistants

Policy comparison

Financial/Commission Reconciliation

Document/data extraction tools

We’re not using AI tools

Not sure

Other (please specify)

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* 7. What’s your agency’s top concern about using AI tools?

Data privacy or compliance risks

Inaccurate outputs

Not knowing how to apply it

Cost or complexity of tools

Losing the human touch

No major concerns

Other (please specify)

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* 8. Is your agency thinking about how changes in AI search (GEO/AEO) are impacting your online visibility or client acquisition?

Yes — we're actively updating content or our SEO strategy

We’ve discussed it but haven’t acted yet

No — not on our radar

Not sure

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* 9. How likely is your agency to increase AI use in the next 12 months?

Very likely

Somewhat likely

Not likely

Already using AI at full capacity

Not sure

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* 10. Does your agency have a written policy or guidance for how staff may use AI tools (like ChatGPT)?

Yes

In development

Not sure

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* 11. How do you train your team on new technology tools or systems?

Formal internal training

Vendor-led training

Peer-to-peer or informal coaching

We don’t have a consistent training process

Not applicable

Other (please specify)

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* 12. How willing is your agency to try new technology tools in the next year?

Very willing — we actively test and pilot

Somewhat willing — if clearly valuable

Cautious — we wait for proven results

Not interested

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* 13. What outcomes do you most expect AI to improve? (Select top two)

Operational efficiency

Revenue growth

Customer experience

Staff productivity

Risk reduction / compliance

We don’t expect benefits from AI

Not Sure

Other (please specify)

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* 14. Which role in your agency is driving tech adoption the most?

Owner/Principal

Operations/IT leader

Producers/Sales

Account managers/CSRs

No clear owner

Other

2025 Agent Tech & AI Trends Survey

Help Shape the 2025 Insurance Tech Trends Report

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* 1. Agency Size

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* 2. Lines of business

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* 3. Role (Title)

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* 4. Which area is your agency’s top tech-related challenge? (Select one)

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* 5. How would you describe your agency’s use of AI?

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* 6. Which AI tools is your agency currently using (if any)?

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* 7. What’s your agency’s top concern about using AI tools?

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* 8. Is your agency thinking about how changes in AI search (GEO/AEO) are impacting your online visibility or client acquisition?

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* 9. How likely is your agency to increase AI use in the next 12 months?

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* 10. Does your agency have a written policy or guidance for how staff may use AI tools (like ChatGPT)?

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* 11. How do you train your team on new technology tools or systems?

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* 12. How willing is your agency to try new technology tools in the next year?

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* 13. What outcomes do you most expect AI to improve? (Select top two)

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* 14. Which role in your agency is driving tech adoption the most?

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* 15. Optional: What would help your agency make better tech decisions?

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* 16. Contact information (optional)

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* 17. Email