E168: Elis Umana On Al Scripting And Staying Scrappy

In this episode, James talks with Elis Umana, Insurance Specialist at Conexion Insurance Agency. To learn more about Conexion Insurance Agency, visit https://www.conexionins.com. Visit https://www.jamesjenkins.com/podcasts/agency-freedom/ to join our email list and catch up on episodes you may have missed.

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Key Topics:

• Elis's start in the insurance industry at 18, working in her father’s agency, and later launching her own agency.
• How online communities and Facebook groups helped Elis adopt new technologies, like AI, to grow her business.
• Implementation of GAIL, an AI voice technology, and Elis’s role in helping other agencies customize and utilize it.
• Educating Hispanic contractors on proper insurance coverage using real-world claim scenarios to overcome cultural barriers.
• The influence of Elis’s father on her business approach and the value of networking.
• The importance of continuing education, such as pursuing the CIC designation, in professional growth.
• The growing presence of younger professionals and women in the insurance industry, and the impact of diversity on innovation.