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HATL

Insurance Sales Agents, task by task.

The work this job is made of, grouped and scored on how much of its output software can produce today, then linked to what addresses it. What is left over is the job. The full activity list is underneath.

Also filed here56
  • solicitor
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  • insurance agent
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  • and 42 more
SOC code
41-3021.00
Activities scored
6
In O*NET
20 activities
Activities an agent can take on
4
Grounded in
O*NET 30.3
The tasks · Insurance Sales AgentsSOC 41-3021.00
Develop marketing strategies and plans
85% agentMostly automatable
Calculate premiums and costs
85% agentMostly automatable
Prepare contracts and documentation
82% agentMostly automatable
Maintain records and handle renewals
80% agentMostly automatable
Research and identify prospects
34% you keepBarely automatable
Build client relationships and close sales
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.

Develop marketing strategies and plans85% · drafting and content production · mostly automatable
ClaudeFrom $20/moWhy this one
Calculate premiums and costs85% · analysis and evaluation work · mostly automatable
ClaudeFrom $20/moWhy this one
Prepare contracts and documentation82% · recording, documentation and administration · mostly automatable
MakeFrom $9/moWhy this one
See the whole landscapeTry another title

The full activity list

All 20 detailed work activities O*NET records for Insurance Sales Agents, grouped by how much of each one software can take on. Every row has its own page.

Mostly automatable 13

Mostly automatable activities for Insurance Sales Agents
ActivityJobs
Calculate costs of goods or services25
Gather customer or product information to determine customer needs16
Prepare sales or other contracts16
Develop marketing plans or strategies14
Install computer software14
Process sales or other transactions12
Maintain records of sales or other business transactions12
Examine documents to verify adherence to requirements7
Resolve computer software problems7
Attend events to develop professional knowledge6
Study product information to acquire professional knowledge6
Take product orders from customers5
Review accuracy of sales or other transactions4

Partly automatable 3

Partly automatable activities for Insurance Sales Agents
ActivityJobs
Sell products or services38
Explain financial information to customers6
Customize financial products or services to meet customer needs2

Barely automatable 4

Barely automatable activities for Insurance Sales Agents
ActivityJobs
Identify potential customers12
Examine condition of property or products11
Manage information technology projects or system activities10
Develop professional relationships or networks6