​Listed below are each agency's commitments from the Spring 2026 Meeting.

​​

A and H Insurance

1. Look at AI platforms -- Outmarket, Coverflow.

 

Atlas Insurance Solutions

1. Work with Frank on targeting self-insured P&C clients.

2. Work with Chris on building out a TCOR Model.

3. Use AI to help account executives’ workflows.

 

Conrade Insurance Group

1. Create a Professional Development Training Checklist & Advancement Plan.

2. Research Outmarket for proposal capabilities.

3. Train leadership and Account Managers on dashboards.

 

Farris Agency

1. Look at carriers with Chris.

2. Look at AI: Outmarket, Ascend account reconciliation, AccuComp.

​

Metropolitan Risk

1. Bake in Claude Co-Work into our Marketing and Agency Management System.

   • Build out 2 use cases to highlight.

2. Launch New Website, Google Analytics, Campaigns for Met Risk Services.

3. Build out a full-Service Process for our Risk Rocket 365 utilizing A.I. so Mike doesn’t have to run Point. 

4. Build out Lead Gen System for Met Risk Services: 

   • Campaigns

   • Metrics

5. Fix Outreach so Joe is getting better qualified appointments.
    

SentryWest Insurance Services

1. Develop a Commercial Lines Account Manager Training Program.

2. Implement Canopy Connect in Personal Lines for Data Collection.

3. Automate the Personal Lines Notices of Cancellation.

4. Implement Coverflow for CL Policy and Quote Comparisons.

5. Implement Sonant as a Virtual Receptionist.

 

Taylor Insurance Agency

1. Continue to look for ways to safely and logically integrate AI into our business.