Page 23 - EBOOK ON AI TOOLS FOR INSURANCE

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GETTING STARTED: BEST

PRACTICES FOR IMPLEMENTATION

Implementing AI tools in your insurance office
doesn’t require a complete digital overhaul from

day one. A step-by-step approach ensures

smooth adoption, minimizes resistance, and

maximizes impact.

Start with One Tool: Choose one AI tool, like

Chat GPT for communication or Notion AI for

collaboration—and focus on training your

team to use it effectively. Start with pilot

teams and expand gradually based on
feedback.

Define Clear Use Cases and KPIs: Before

rollout, identify where the tool will be used e.g.,

drafting policy documents, claim tracking, or

lead follow-up. Assign measurable KPIs such
as reduction in email drafting time, claim

processing turnaround (TAT), or client

response rate improvement.

Involve Both Technical and Non-Technical

Staff: Involve users from different
departments—sales, claims, underwriting, IT,

so that practical, real-world input shapes tool

setup. Create role-based guides to make

adoption easier.