Curious about artificial intelligence (AI) or cautious about its role in your business? The AI Marketing Toolkit from Trusted Choice and the Big “I” is for you. It’s a practical and approachable guide designed to help independent insurance agents explore how AI can enhance, not replace, their expertise. AI may feel unfamiliar or even intimidating, but it’s becoming a vital part of modern marketing and operations. 

The first step in adopting AI is a willingness to learn and a desire to grow. This toolkit shows how AI can personalize client outreach, streamline repetitive tasks, and provide insights that drive better decisions. If you’re just starting or looking to sharpen your competitive edge, this guide will help you implement AI in ways that you feel are manageable and aligned with your values.  

Inside the toolkit, you’ll find information on the following:  

• Results & AI Prompting: To maximize the benefits of AI tools, agents must learn to craft effective prompts and clear instructions that yield well-structured outputs. A prompt should include background context and specific requirements. Better prompts lead to more relevant, accurate, and efficient results. 
• AI-Generated Marketing Content: AI significantly enhances marketing efforts for independent agents. Social media posts tailored to your audience maintain a consistent and professional online presence. AI also assists in crafting persuasive marketing copy for emails, landing pages, and promotional materials. Visual content tools can also help create custom graphics for ads and sales efforts. 
• AI with SEO: AI can help agents enhance online visibility by creating SEO-optimized content for blogs, articles, and website copy by conducting keyword research. By analyzing existing materials to identify areas for improvement, it’s easier to attract and retain digital audiences.
• Chatbots: AI-powered chatbots provide instant responses to client inquiries, personalize interactions using client data, and automate routine tasks such as scheduling and FAQs. They also improve service quality while reducing the administrative burden. 
• AI Tool Solutions: Popular tools include ChatGPT and DALL·E for content and visuals, Grammarly for writing polish, Jasper for marketing copy, and Copilot for productivity within Microsoft Office. 
• Ethical Use and Data Privacy Parameters: When using AI, agents should comply with data compliance laws, while avoiding inputting sensitive information into open-source platforms. AI can make mistakes, so users should review content before publishing. Establishing human oversight and feedback loops helps ensure accuracy and reduce risk. Responsible use then builds trust and supports long-term success.  

AI is a transformative force that’s reshaping how independent insurance agents connect, communicate, & compete. By embracing AI as a strategic partner, agents can unlock new levels of personalization while staying true to the human values that define excellent service.

Download your free AI Marketing Toolkit (log in with your Big “I” credentials)

Whether you’re automating tasks, enhancing your marketing, or exploring new ways to engage clients, AI offers solutions to help you work smarter and grow stronger. The key is to lead with intention: adopt AI thoughtfully and keep your clients’ trust at the center of your strategy. With the right tools and mindset, agents can confidently navigate the evolving landscape and shape the future of insurance on their own terms.  

OIA recently developed an AI Use Policy for agents to ensure safeguards are put in place within agencies. We’re committed to sharing additional resources around AI as the world continues to lean into its ever-evolving capabilities.  

If you have any questions or need additional information, you can contact Jeanie Giesler, Resource Center Advisor, at (614) 552-3054 or via email at jeanie@ohioinsuranceagents.com. 

Legal Disclaimer: This material is intended to provide you with general background and insight. The material does not constitute and should not be regarded as legal advice regarding any particular facts, circumstances, or issues. This material is not intended to serve as a substitute for legal counsel, and we advise you to contact legal counsel for specific analysis, drafting, and advice.  

More Information: Seek your trusted advisors Attorney, Banker, and CPA that your legal and financial interests are adequately protected. The information provided in this publication is not intended to be a substitute for legal advice. You should consult your legal counsel and make certain that you are in compliance with state law.

About the Author

Jeannine Giesler, CISR, CPIA, and past President of the OIA Board of Directors, Foundation for the Advancement of Insurance Professionals, currently serves as Resource Center Advisor for the OIA. The purpose of the Resource Center is to contribute to building a comprehensive library of resource materials for our members. We pride ourselves on being the one-stop shop for all OIA members and work to solve every problem or situation you may come across.