Help Shape the ACT 2027 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 2027 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

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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. How would you describe your agency’s current technology environment?

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7. Which AI tools is your agency currently using (if any)? (Select all that apply)

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8. How are you using them and can you share more about it? (Select all that apply)

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9. Has your agency built its own AI agent(s) directly in Claude, ChatGPT, Grok, Copilot, etc., or leveraged AI agents through an AMS or technology vendor? (An AI Agent can take action beyond generating text response)

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10. How broadly have you deployed AI agents? (Select one)

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11. How would your agency want AI agents to interact with carriers? (Select all that apply)

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12. What’s your agency’s top concern about using AI tools? (Select one)

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13. Are you measuring the ROI or impact of your AI implementation?

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14. If yes, in which areas are you measuring results? (Select all that apply)

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15. Is your agency considering how changes in AI search (GEO/AEO and how consumers find you online) are impacting your online visibility or client acquisition?

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

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17. Which ethical concern related to AI or automation is most important to your agency?

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

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19. How do you train your team on new technology tools or systems? (Select all that apply)

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20. Which role in your agency is driving tech adoption the most? (Select one)

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21. What would help your agency make better tech decisions? (optional)

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22. What is one technology-related challenge the industry is not discussing enough?

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23. Which technology development will have the greatest impact on independent agencies during the next three years?

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24. Contact information (optional)

 
 100% of survey complete.

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