How AI Is Becoming a Digital Teammate for Insurance Brokers | Anupam Gupta, CPO at Applied Systems

About this episode

The episode discusses how AI is transforming the role of insurance brokers and the evolution of agency management systems.

AI is everywhere in insurance conversations—but what does it actually change inside a brokerage?In Episode 148, I sit down with Anupam Gupta, Chief Product Officer at Applied Systems, one of the largest insurtech platforms serving insurance agencies and brokers worldwide.We discuss how the agency management system (AMS) is evolving from a simple system of record into a system of action—powered by AI and digital teammates that help brokers get work done faster.Some of the topics we cover:• Why most commercial insurance submissions still happen through email• How AI agents can prepare renewal packets automatically• Why brokers remain essential as trusted advisors even in an AI-driven world• How automation can reduce administrative work and free brokers to focus on clients• The challenge of change management as agencies adopt new technology• Why the future brokerage will include human experts supported by digital teammatesWe also discuss Applied Systems’ role in the industry, how insurtech competition is evolving, and what brokers should expect from the next generation of insurance technology.Key takeaway:AI won’t replace brokers—but it will dramatically change how work gets done…

People in this episode

Host: Gilad Shai

Guest: Anupam Gupta

Topics covered

• AI in insurance
• brokerage technology
• agency management systems
• automation in insurance
• change management
• digital teammates

Keywords

• AI
• insurance
• brokers
• automation
• agency management system
• insurtech
• digital teammates
• change management

Mentioned in this episode

Organizations: Applied Systems, insurtech, insurance agencies, insurance brokers

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