Tag: using AI in the Agency

From The Latest Issue

Smarter Account Rounding, Stronger Relationships

by Sam Berman

September 2, 2025

AI helps create deeply consultative conversations leading to client loyalty By Elad Tsur In the dynamic world of independent insurance ...

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©The Rough Notes Company. No part of this publication may be reproduced, translated, stored in a database or retrieval system, or transmitted in any form by electronic, mechanical, photocopying, recording, or by other means, except as expressly permitted by the publisher. For permission contact Samuel W. Berman.

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Tag: using AI in the Agency

Smarter Account Rounding, Stronger Relationships

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