How ACT’s Updated Tools—and the Latest Tech Trends—Can Help You Work Smarter
If it’s been a while since you’ve explored the Big “I” Agents Council for Technology (ACT), now is the perfect time to revisit. As a member of OIA and the Big “I”, you have access to ACT’s Technology Resource Hub, which has been refreshed and reorganized with one goal in mind: helping independent agencies use technology strategically, practically, and with confidence.
(Note: You’ll need your Big “I” username and password to access ACT resources.)
A Smarter Starting Point for Technology Decisions
ACT’s Technology homepage now serves as a guided entry point for agencies unsure where to begin—or what to focus on next. Using the “I want to…” dropdown, agents can quickly navigate to targeted tools and resources aligned with their goals, whether that’s evaluating vendors, strengthening cybersecurity, or exploring artificial intelligence.
Key areas include:
- Evaluating your tech stack and website performance
- Vendor comparison tools and checklists
- Cybersecurity risk assessments and policy templates
- AI education, governance tools, and sample use policies
Each section points directly to practical, ready‑to‑use resources—helping agencies move from uncertainty to informed action.
AI Is the Focus—And the Data Explains Why
Artificial intelligence is no longer a future concept for insurance agencies—it’s already reshaping workflows, service delivery, and operational efficiency. Yet, according to ACT’s 2025–2026 Tech Trends Report, adoption remains uneven. The data tells a clear story:
- 32.8% of agencies are experimenting with AI
- 30.7% are not using AI at all
- Only 8.5% are using AI daily
At the same time, customer expectations, operational complexity, and margin pressure continue to rise. The industry is shifting from testing AI to transforming with it and agencies that delay risk falling behind.
From Hype to Hands‑On: Using AI the Right Way
ACT’s AI Resource Hub helps agencies move past hype and into real‑world application. Whether you’re just getting started or refining your approach, resources focus on:
- Practical AI use cases for agencies
- How to evaluate AI vendors and tools
- Where AI can save time and reduce rekeying
- Maintaining the human touch clients expect
On‑demand webinars—like From Hype to Hands‑On: Putting AI to Work in Your Insurance Agency—walk through real workflows agencies can apply immediately. The AI Toolkit provided by the Big “I” adds templates, policies, and evaluation questions to support safe, effective adoption.
Technology Works Best When Data and Governance Come First
ACT’s research shows that AI and automation are most effective when built on clean data, connected systems, and strong governance. Agencies are increasingly using the AMS as the automation hub, reducing inconsistencies and improving efficiency—but gaps remain.
Top concerns cited by agencies include:
- Privacy and compliance risks
- Inaccurate AI outputs
- Losing the human element of service
Despite these concerns:
- 55.6% of agencies have no formal AI policy
- 42.3% rely on informal or ad‑hoc training
ACT’s cybersecurity tools, AI policies, and governance templates are designed to close these gaps and help agencies adopt technology responsibly.
AI Supports Agents—It Doesn’t Replace Them
One insight is clear: clients still want an agent involved. ACT data shows 85–90% of customers value human guidance. AI handles routine tasks; agents focus on advice, complex risks, and relationships.
The most commonly reported benefits of AI adoption include:
- Increased operational efficiency
- Improved staff productivity
- Faster workflows and better consistency
What ACT Is Focused on for 2026
ACT’s mission—shared by Executive Director Kasey Connors, MBA, CAE, PCM—is to bridge the gap between big ideas and real‑world agency application.
Priority areas include:
- Actionable best practices agencies can implement quickly
- Expanded education around AI, automation, and workflows
- Stronger collaboration across the industry
- Elevating diverse perspectives
- Connecting emerging technology to real agency challenges
Now available: The 2026 Tech Trends Report is built directly from agent feedback and focused on practical guidance that truly matters.
The Bottom Line
ACT exists to help independent agents simplify technology—not be overwhelmed by it. With refreshed resources, AI guidance, cybersecurity tools, and data‑driven insights, there’s never been a better time to explore what ACT has to offer.
If you’re looking to work smarter, strengthen your digital strategy, or stay ahead of industry change, ACT’s free tools and reports are a great place to start.
👉 Explore ACT resources and download the full Tech Trends Report: www.independentagent.com/act
If you need additional information, contact Jeanie Giesler, Resource Center Advisor, at Jeanie@ohioinsuranceagents.com or (614) 552‑3054 (toll‑free 800‑555‑1742).
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.
