Run Time: 79:03
Overheard at Applied Conference
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What are some of the latest developments with independent agent and broker technology? On this episode we’re joined by a variety of industry leaders attending Applied Net 2026, held recently in Washington, DC. We hear about Applied’s approach to AI support for agent-carrier submissions and renewals from Michael Streit and Rob Bourne. Other guests include Kasey Connors, who outlines key initiatives from the Agents Council for Technology; Dave Evans, who moderated a session on agency succession planning; executives with Cogneesol, which structures data to help merging agents and brokers maximize the value of the acquisition; and James Li, a young founder who launched an insuretech with AI to free up agency staff from keystrokes.
This episode is supported by Liberty Mutual® for small business. Explore new products, enhanced quoting, and more than 650 classes on our small commercial agent portal. Find out more at https://cloud.smallcommercial-libertymutual.com/writesmallbusinesswithlimu
