Callan Harrington sits down with Lee LeBaigue, SVP at ISU Steadfast Retail and Brokerage, to break down how he is using AI to improve accuracy and generate new business inside an insurance agency. Lee shares how his years touring in a punk band shaped the business instincts he now applies to marketing, submissions, and growth.

The conversation gets tactical fast. Lee explains how AI policy checking with citation tools caught a suite number error and a 15-year coverage gap that made the agency a better adviser overnight. He walks through using Claude to comb through massive public datasets like FMCSA and OSHA records to build targeted lead lists and open smarter conversations with prospects. Callan and Lee also debate where AI should not go, why human relationships and referrals still win, and what insurance might look like in 10 years once the busywork disappears.

If you want real examples of AI at work inside an agency instead of hype, this one is worth your time.

Key topics covered:

[00:00] Intro
[01:16] How a punk band taught business skills
[02:41] Marketing lessons that translate to insurance
[04:16] Why AI matters in agencies
[05:35] What policy checking really means
[07:22] Choosing the right AI tool
[08:21] The excess policy catch that paid off
[10:00] Becoming a true adviser not just efficient
[11:49] Fact checking AI to avoid mistakes
[14:04] Better submissions with insurance AI
[16:22] Mining public data for new business
[19:15] Leveling the playing field with AI
[22:03] Building outreach that drives referrals
[23:24] Inside Block's radical AI experiment
[25:45] Why humans still matter in claims
[28:19] Freeing up time for real relationships
[29:19] The consumer driven shift ahead
[32:26] AI music and the future of curation

Connect with Lee LeBaigue on LinkedIn: https://www.linkedin.com/in/leelebaigue/

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