Episode 291: AI Coworkers for Your Agency with Vishal Rohra

When someone on stage says your bots are already outdated, you sit up and listen—and that’s exactly what happened when I heard Vishal Rohra speak. His message about AI coworkers being the future of independent insurance agencies wasn’t just compelling, it was urgent. In this episode, Vishal, co-founder of K.ai, explains how AI has evolved beyond traditional bots into adaptive, trainable digital teammates—AI coworkers who can learn your agency’s processes, take on repetitive tasks, and free up your human team to do what they do best: build relationships and close business. We explore how these tools are already being used in real agencies to handle everything from quoting to renewals, and why adopting AI isn’t a luxury—it’s a necessity for survival and growth in today’s competitive landscape.

Highlights:

  • Learn how AI coworkers differ from traditional bots and why adaptability is their biggest strength.
  • Discover the types of agency workflows AI can take over—from quoting and data entry to carrier logins and form processing.
  • Understand how agencies are saving over 100 hours per month by implementing AI coworkers strategically.
  • See how AI coworkers integrate seamlessly with your existing systems and workflows without disrupting your team.
  • Hear how onboarding can be completed in two weeks, starting small and scaling up as the coworker learns your processes.
  • Get inspired to shift your team’s mindset from fear of tech to seeing AI as a powerful tool that honors their time and skills.

 

About Vishal Rohra:

Vishal is the Co-Founder and CEO at Kay.ai, building AI Coworkers for Insurance Operations. Kay is on a mission to eliminate double entry work across agencies. Their bots can navigate any carrier or agency management system, and pick up tasks across submissions and servicing. Previously, Vishal worked as a machine learning initiative across Microsoft and Twitter, before joining the South Park Commons Fellowship. They are backed by Insurance Associations and Industry veterans to disrupt the $300B BPO market.

 

Until next time, get out there and make a difference, be unstoppable, and leave no regrets!

Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984

Email: [email protected]

Website: http://unstoppableprofitproducer.com/

If you want to learn more about our Coaching & Mastermind Programs and how they can help you grow your agency business, schedule your private Agency Growth Session with Mike Stromsoe Now (click here)!

Episode 232: Bot-Driven Standards, Procedures & Workflows with Mike Fusco

What are the advantages of using bots in insurance agencies, such as automating data entry and account creation?

Listen in as this week we delve into the world of bot-driven standards, procedures, and workflows in the insurance industry. My guest Mike Fusco shares his insights and experiences on utilizing automation and technology to streamline processes and improve efficiency in insurance agencies. From the importance of knowledge before teaching others, to the different client categories based on revenue levels, we cover it all. Join us as we explore the impact of automated bots, such as the onboarding bot and the audit bot, in transforming the way agencies operate. Get ready for an enlightening conversation with valuable takeaways for business growth. Let’s dive in!

Be sure to check out our upcoming 2023 Be Unstoppable Bootcamp, October 19-21, 2023 www.beunstoppablebootcamp.com

Highlights:

  • Discussing bots and the potential to use RPA in agencies.
  • Efficiency and productivity are key goals for the agency, especially in terms of ENS.
  • Hiring qualified people is challenging, so they brought in RPA.
  • Pipedrive is preferred for texting. Bots are needed to move data.
  • Bot 1 & 2
  • Bot 3 onboards clients via emails and provides credentials, perks, and welcome information; changes password yearly.
  • What bots are coming in the future.

About Mike Fusco:

Michael, a New Jersey native, relocated to San Diego in 2001 after graduating from the prestigious Robert H. Smith School of Business at the University of Maryland, College Park. Shortly after arriving, he started his first insurance job with a national carrier, where he worked his way to a supervisory position.

Michael joined the independent agency channel in 2005, learning about construction insurance markets and a wide range of products and services.  While honing his skills as a competent broker, Michael also served as the agency’s sales manager, overseeing a team of 26 in a highly functional sales unit.

In September of 2010, Michael was named CEO of Fusco Orsini & Associates, which he holds with great pride.  The firm started with three people focused on property & casualty insurance products, primarily in the commercial space. Michael is proud of the firm’s growth, now able to consult clients on strategies within the following areas:

  • Property & Casualty Insurance
  • Employee Welfare Programs
  • Risk Management
  • Compliance
  • Non-Insurance Consulting Services
  • Bonding
  • Technology Platforms

Michael enjoys spending time with his family and friends and coaching and playing ice hockey in his spare time.  He welcomes connections through his LinkedIn profile.

Until next time, get out there and make a difference, be unstoppable, and leave no regrets!

Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Website: http://unstoppableprofitproducer.com/

Virtual Events: http://www.uppfaststart.com/

Email [email protected]

Podcast: http://unstoppableprofitpodcast.com

Virtual Training: http://uppfaststart.com

In Person Training: http://beunstoppablebootcamp.com

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