AI-readiness checklist for insurance agencies [VERIFY]

Eight things to know first

A two-week audit will measure all of this for you — but if you can answer most of these, you're ready to get a real number. The more "yes," the faster the wedge pays back.

• You can estimate weekly COI volume and minutes per COI. [VERIFY]
• You know how many carrier portals a typical submission gets re-keyed into.
• You can name your AMS (Applied Epic, EZLynx, AMS360, HawkSoft…). [VERIFY]
• You have a sense of client/policy data consistency in the AMS.
• You can identify where E&O error-surface comes from today.
• A principal can decide on a paid audit.
• You can pull a representative sample of recent COI/submission requests.
• You're framing this as capacity to write more, not staff cuts.