AI is clearly the future. It shrinks manual activities, like outbound and inbound calls, lead-gen, customer engagement, and follow-up, to mere seconds vs hours. But what are some the AI tools that insurance agents use effectively? The best AI lead-gen tools for insurance agents combine lead finding, personalization, and automation, with top contenders like AnyBiz.io for targeted outreach, Botsify/Kenyt.AI for website chatbots, Klenty/Smartlead for multi-channel campaigns, and general tools like ChatGPT for content/follow-ups, helping agents find, qualify, and nurture prospects efficiently. For Finding & Qualifying Leads... -AnyBiz.io: Uses AI to find high-potential prospects, personalizes outreach across platforms (LinkedIn, Facebook), and provides pipeline insights, focusing on enhancing lead quality and conversion. -Seamless.AI: Excellent for building a list of potential leads by finding contact information. -Clay: Best for enriching existing lead lists with detailed, relevant information to improve targeting. For Automation & Nurturing... -Botsify/Kenyt.AI/AlphaChat: AI-powered chatbots that provide instant quotes, answer FAQs, and schedule appointments 24/7, engaging leads on your website. -Klenty/Smartlead/Instantly: Automate multichannel outreach (email, LinkedIn, SMS) with AI-generated personalized sequences, saving significant time. -Jotform AI Agents: Can create and manage conversational agents for data collection and lead qualification. The best approach often involves a combination: using tools like AnyBiz or Seamless.AI to find leads, Botsify for instant web engagement, Klenty for follow-ups, and ChatGPT for content creation, all while managing your process with an AI-enhanced CRM like InsuredMine. Who is using AI tools today?

Did ypu know that, for 2026, there are 611 Medicare Advantage plans available in Florida and 10 stand-alone Medicare Part D plans, according to NerdWallet and Medical News Today. Remember, the number of available plans can vary depending on the specific county and state due to regional differences in plan offerings. Additionally, there are 10 types of standardized Medicare Supplement (Medigap) plans that can be purchased. Medicare open enrollment ends Dec 7. Then, Medicare Advantage open enrollment period (MA OEP) runs Jan 1-Mar 31. Key details about the MA OEP... Who it's for: People currently enrolled in a Medicare Advantage plan. What you can do: Switch to another Medicare Advantage plan. Drop your Medicare Advantage plan and return to Original Medicare (and enroll in a separate Part D plan if desired). Number of changes: You can make one change during this period. Effective date: The new plan coverage begins the first day of the month after the plan receives your request. For example, a change made in January takes effect on February 1.

Hello! Welcome to AgentVia, pathways to professional connections and growth! The community has opened with a focus on health & life agents but P&C folks may also join since there's often synergy between the two. We'll be working towards having a good balance with experienced agents that specialize in various lines of coverage to help guide others that have similar focuses. The goal of this community is to help Newly Licensed Agents and Insurance Professionals maximize opportunities through networking, knowledge sharing, and access to specialized resources. I’m so glad to have you here! Step 1: Introduce yourself using this Copy/Paste Template: 1. Your name? 2. What city and county are you in? 3. What insurance segment(s) are you in?* 4. Do you focus on specific types of insurance?** *Insurance Segments: 1) Health & Life, 2) Property & Casualty, and/or 3) Financial Guarantors **Types or Lines of Coverage: - Individual, Medicare, or Group - Whole, Variable, or Universal Life - Auto, Home, or Commercial - Corporate or Personal Guarantees Some Guidelines to Keep Things Clean: 1) No Self Promotion 2) No Selling in the DM's 3) No Spamming the Community Feed See you in the comments!

The goal of this group is to equip the next generation of health, life, and P&C agents and owners with the tools, resources, and systems needed to acquire clients, build their books, and grow their agencies. You'll notice we have 5 channels in the Community: - General - for sharing anything in general with the community - Questions - for any questions you need help answering - Wins - for sharing your wins, no matter how small! - Articles - for sharing useful articles, blog posts, or other content - Insights - for sharing data driven insights on agents and agencies ------------- Step 1: Introduce yourself in THIS (new) thread below! (✄ copy/paste template 👇) What’s your name? Where are you from? What are you working on? ------------- Step 2: Please use the poll attached to this post so that we can understand what kind of agent you are. ------------- Step 3: Scroll through posts, read, and engage with others! Shoot me a DM if you have a question or just want to say hello. Most importantly, continuing winning in life!