The tasks · Insurance Sales AgentsSOC 41-3021.00
Develop marketing strategies and plansWhat can do this →
85% · agent
Calculate premiums and costsWhat can do this →
85% · agent
Prepare contracts and documentationWhat can do this →
82% · agent
Maintain records and handle renewalsWhat can do this →
80% · agent
Research and identify prospectsWhat can do this →
78% · agent
Build client relationships and close salesWhat can do this →
25% · you keep
The team5 agents · 5 need no setup
Marketing Strategy Agent
Microsoft PowerPoint · Microsoft Excel · Microsoft Word
● No integration needed
Premium Calculator
Microsoft Excel · Insurance rating software · Insurance analysis software
● No integration needed
Contract Preparation Agent
Microsoft Word · Microsoft Excel · Agency management software
● No integration needed
Records Management Agent
Microsoft Excel · Agency management software · Microsoft Outlook
● No integration needed
Prospect Research Agent
Web · Search · Microsoft Excel
● No integration needed
You keep this
Build trust and close high-value sales with clientsOwn final policy decisions and client accountabilityConduct in-person property inspectionsApprove marketing strategies and premium calculations
Automatability scores estimate how much of a task an agent can reliably do today, grounded in O*NET task data. They are not predictions of job loss.
Start with these three.
The most automatable work in this job, and what actually addresses it. Each one has a page of its own showing every occupation that does it.
