Exploring AI: Implementing Tools

This episode of Agency Nation Radio is the third in a special series about artificial intelligence (AI) brought to you by the Big “I” Agents Council for Technology’s (ACT) AI workgroup. Host Kasey Connors, executive director of ACT, is joined by Jake Holehouse, owner of HH Insurance in St. Petersburg, Florida, and Dale Steinke, director, Agent for the Future Advisors at Liberty Mutual. The discussion dives into the realities of implementing AI tools in an agency—how to start small, gain team buy-in and integrate AI into existing workflows. Holehouse shares first-hand lessons from introducing AI across his agency, while Dale offers research-backed insights on adoption, policies and measuring impact. Together, they highlight how agencies can overcome fear, avoid missteps and use AI to free up staff for higher-value client work. Learn more about ACT. Agency Nation Radio is where insurance professionals turn on the mic and share unscripted stories about leadership, technology, marketing, success and failure—stories that helped make them the professionals they are today. From Main Street USA to the pages of Independent Agent magazine—we’ve got the stories you want to hear. For more, catch Agency Nation Radio on your favorite streaming platform or visit iamagazine.com/podcasts.

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Exploring AI: Implementing Tools is an episode from Agency Nation Radio - Insurance Marketing, Sales and Technology by Agency Nation - Insurance Marketing and Technology Strategists.

This episode is 27:48 long.

This episode was published on Oct 1, 2025.

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