The tasks · Insurance Sales AgentsSOC 41-3021.00
Develop marketing strategies and plansWhat can do this →
85% · agentMostly automatable
Calculate premiums and costsWhat can do this →
85% · agentMostly automatable
Prepare contracts and documentationWhat can do this →
82% · agentMostly automatable
Maintain records and handle renewalsWhat can do this →
80% · agentMostly automatable
Research and identify prospectsWhat can do this →
34% · you keepBarely automatable
Build client relationships and close salesWhat can do this →
25% · you keepBarely automatable
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 the one tool we would use for each. Every task has a page of its own with the reasoning and every occupation that does it.
