Episode #68: How Insurance Agencies Should Prepare for 2026: AI, Strategy, and Growth

The insurance industry is shifting fast — and 2026 will look completely different from today. In this episode, we break down what agency owners, principals, and producers should be doing right now to get ahead.

We cover the practical planning steps every insurance agency needs for 2026, including strengthening your processes, preparing for market changes, and integrating AI tools that actually improve growth and efficiency.

Whether you’re an independent agency, a startup, or a growing shop looking to scale, this episode gives you a clear roadmap to future-proof your business and stay competitive in the changing landscape.

Topics we cover:
• Why 2026 will be a major turning point for insurance agencies
• How AI can support prospecting, service, underwriting prep, and retention
• Building stronger systems and processes before growth hits
• Technology investments worth making now
• Where agencies are falling behind — and how to stay ahead