Key Insights from Our Recent NAIFA-Texas AI Webinar

On September 9, 2025, we hosted a dynamic webinar presented by the NAIFA-Texas Study Squad that focused on artificial intelligence. The webinar was led by NAIFA-Texas Board Member, Joseph Hernandez. The session explored how artificial intelligence is reshaping the insurance industry—and how independent agencies can harness its power to thrive.

🎥 Missed the live session?
Watch the full replay on YouTube: https://youtu.be/2Gtgne8HY-A

Why AI Matters for Independent Agencies

Insurance customers expect 24/7 service, instant quotes, and seamless digital experiences. Independent agencies often face challenges like rising customer expectations, data management complexity, and pressure from larger competitors.
AI provides a way forward, offering tools to streamline operations and enhance client relationships without losing the personal touch.

Key Applications of AI

Joseph highlighted practical ways agencies are already winning with AI:

• Underwriting & Risk Assessment: Machine learning enables faster, more accurate risk evaluation.

• Customer Experience: AI-powered chatbots and personalized recommendations boost satisfaction and retention.

• Claims Processing: Automation reduces processing time by up to 75% while cutting costs and improving fraud detection.

Practical Tools to Try Now

Independent agencies don’t need to build AI from scratch. Solutions like DocuSign Insights, Drift, Intercom, and Jasper can help with document intelligence, client engagement, and marketing content creation.

Responsible Adoption

The webinar emphasized ethics and data security. Agencies should maintain strict privacy controls, verify AI outputs, and clearly communicate AI’s role to clients.

Getting Started

Participants received an AI Readiness Assessment Template to evaluate their starting point. The recommended 90-day roadmap:

• Month 1: Assess readiness and identify top processes to automate.

• Months 2–3: Pilot one AI tool and measure results.

• Months 4–6: Expand implementation and track ROI.

The Human + AI Advantage

As Joseph concluded, “The future belongs to professionals who blend cutting-edge technology with timeless human values of trust and personalized service.”

Ready to Begin Your AI Journey?
Download the AI Readiness Assessment Template and start mapping out your next steps today.

To learn more about NAIFA and how to become a member, please visit belong.naifa.org/join. 

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